Pandadoc Release Notes

PandaDoc CRM integration guide: Connect to Salesforce, HubSpot, and Pipedrive without Zapier

Author

Keith Rabkin Keith Rabkin President of PandaDoc

Let’s start with the most important question: can I use PandaDoc with my CRM?
The short answer is, yes!
With PandaDoc, you can integrate directly into top platforms like Salesforce, HubSpot, and Pipedrive. The best part? No Zapier required.
With our integrations, you can bring all of your CRM data into PandaDoc templates easily, allowing you to create professional documents in just a few minutes. You can also track their progress without switching between tools. That’s because PandaDoc keeps your document workflows fast, accurate, and connected to the systems you already rely on.
In this guide, we’ll cover which CRMs are supported, how the integrations work, and why they matter for your sales and marketing teams.

Why direct CRM integrations matter (vs. using Zapier)

Zapier is great for connecting apps without having to code, which is why a lot of teams use it to automate their routine tasks. But when it comes to CRMs and document workflows, Zapier might not be the best way to go.
For example, every Zap makes your tech stack more complex, and if something breaks, troubleshooting can take up valuable time and slow your sales process. Zapier connections also tend to handle more basic data transfers instead of complex functionality, like real-time document tracking or automated triggers when a contract is signed.
Native integrations, on the other hand, offer better long-term stability and access to features geared specifically for sales and marketing workflows. This is because they are built and supported by the CRM and PandaDoc.
These kinds of direct connections sync your data for a smoother, more intelligent system that helps you manage deals and documents in one place.

PandaDoc + Salesforce integration (no Zapier needed)

The PandaDoc Salesforce integration was designed for your teams to live inside Salesforce every day. It’s available through Salesforce AppExchange, and makes it easy for you to generate, send, and track your documents directly within Salesforce. This means your sales reps don’t have to leave their primary workspace.
When you install it, the integration will let you sync Salesforce contacts, opportunities, and data fields right into our PandaDoc templates. This means you can create proposals and contracts in a few clicks by auto-filling from your Salesforce records. All interactions are tracked, meaning you’ll see when a prospect opens, views, or signs any document.
Key benefits include:

• Auto-fill documents with Salesforce data for fewer manual entry errors
• Track document engagement right inside the Salesforce timeline
• Trigger Salesforce workflows automatically when documents are signed
  If your sales team handles high volumes of opportunities, this integration ensures that you don’t miss anything and your pipeline keeps moving forward.

PandaDoc + HubSpot integration (no Zapier needed)

Let’s say HubSpot is your CRM of choice. In that case, PandaDoc integrates seamlessly through HubSpot Marketplace. You can merge data from your deals, contacts, or companies into PandaDoc templates. Plus, native integration means you can manage your entire document process without ever having to leave HubSpot.
You can also add PandaDoc document creation and tracking into your HubSpot workflows so that documents are automatically sent at key stages of the buyer journey. This means that when a deal reaches the proposal stage, for example, a PandaDoc draft can be made immediately with any relevant HubSpot data already pre-filled.
Pretty simple, right?
Key benefits include:

• Auto-fill proposals and quotes with HubSpot deal info
• View document status (sent, viewed, signed) directly in HubSpot
• Automate follow-ups, tasks, or emails based on document activity
  Marketing and sales teams that want to align on lead nurturing and deal closing find this integration especially useful. All handoffs are smooth, and every customer touchpoint is personalized for a better experience.
  Want a refresher on CRMs? Here’s our complete guide to CRM systems.

PandaDoc + Pipedrive integration (no Zapier needed)

Your team might use Pipedrive for its simple, visual pipeline management. In that case, PandaDoc’s Pipedrive integration, available through Pipedrive Marketplace, would be the way to go. Like the other integrations mentioned earlier, you can connect your accounts and start creating PandaDoc documents from within your Pipedrive dashboard in just a few clicks.
It automatically pulls contact and deal info into PandaDoc, which allows reps to draft quotes and proposals quickly and accurately. All documents are tied to the right deal, meaning your pipeline stays organized and up-to-date.
Sales reps are also able to track engagement metrics, like opening or signing a document, without having to jump between different tools.
Key benefits include:

• Send proposals and quotes faster with pre-filled deal data
• Monitor document activity directly from Pipedrive
• Keep momentum high and close deals faster with fewer clicks
  Small to mid-sized teams will find that our Pipedrive integration brings enterprise-level efficiency without the process getting too complex.

Streamline your CRM and document workflows

You don’t need Zapier or manual workarounds when you take advantage of PandaDoc CRM integrations. If you’re using top CRMs like Salesforce, HubSpot, or Pipedrive, you can connect PandaDoc directly to your platform to create, send, and track your documents.
This means more accurate proposals, fewer delays, and smoother handoffs between your teams.
Check out our integration support resources to get started connecting PandaDoc with your CRM.
Want to see PandaDoc in action? Request a free demo today.

FAQ

• Does PandaDoc have a CRM?
• Does PandaDoc integrate with Salesforce?
• Does HubSpot integrate with PandaDoc?
• How do I set up PandaDoc CRM integration for my business?

Author

Keith Rabkin Keith Rabkin President of PandaDoc
Keith has been working in technology organizations for the past 15 years and is currently the Chief Revenue Officer for PandaDoc. Prior to this, he had roles leading Growth for Adobe's Digital Media business, Gmail, YouTube, and Google Fiber.

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In the spotlight

Security and compliance at PandaDoc

Your documents shouldn’t lose protection the moment they move between systems. PandaDoc keeps every agreement secure — at every stage, for every user, across every industry. From creation to signature to storage, every layer of protection is connected and consistent. With PandaDoc, security isn’t added on top — it’s built right in.

Explore PandaDoc Security & Compliance

Relive the highlights

It’s been a year of breakthroughs. From compliance capabilities to AI-powered workflows, see how we’ve transformed document management in 2025.

Read our year in review

Small but mighty

MCP Server: Your AI agents, now PandaDoc-powered

Turn natural language into signed agreements with PandaDoc’s Model Context Protocol (MCP) server. Connect tools like Cursor, Windsurf, or Claude Desktop to get AI-powered code assistance and automate agreement workflows with simple prompts like “create a sales proposal for Acme at $25,000/year and send for signature.”

Learn how to use the PandaDoc MCP server

Stripe invoicing

PandaDoc now supports automated invoicing in Stripe, giving you a seamless way to generate Stripe invoices when a document is completed. This is especially useful for companies that require formal invoices for compliance, accounting, or customer expectations.

Enable Stripe invoicing in PandaDoc

Pro corner

API-automated SDK generation

We have a major API/SDK upgrade to improve the developer experience and accelerate integrations for our partners and customers! Our API team has built an automated process that generates SDKs directly from our OpenAPI spec. That means every time we release a new API feature, our SDKs automatically update across multiple languages. It’s faster, cleaner, and always current.

Explore the new auto-generated SDKs

Course – Essential PandaDoc Skills for Sales Professionals

Master PandaDoc’s complete sales workflow — from workspace setup and document creation to approvals, payments, and analytics — to streamline your process and close deals faster.

Start the Essential Skills Course

Beyond the Basics: Smart Quote Design & Payment Workflows Class Recording

This hour-long, instructor-led session covers advanced PandaDoc features like dynamic pricing tables, conditional content, and payment integrations through live demos and Q&A.

Catch the recording

In the news

2025 was a big year for PandaDoc and our customers. We are honored to currently serve over 60,000 organizations globally, helping accelerate document workflows and automate proposal, contract, and e-signature processes. This year, PandaDoc was also awarded the following G2 badges:

• G2 Best Software (Top 50/Top 100) badges for 2025
• Grid® Leader badges in E-Signature, Proposal, Contract Management, Document Generation, and CPQ at global, regional, and enterprise levels
• Numerous “Leader” badges in niche categories (e.g., E-Signature API) and local grids
• Frequent seasonal (Winter, Summer, Fall) badge refreshes for all major product and feature pages, paid advertising, and social media
• These badges reinforced PandaDoc’s leadership across all major G2 categories and played a central role in brand trust and market positioning throughout the year.

…And that’s a wrap

As 2025 comes to a close, we want to thank you for being part of the PandaDoc community. Your feedback, your wins, and your ambitious goals drive everything we build.

Here’s to closing out the year strong,

The PandaDoc Product Team

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In the Spotlight

Introducing the 2025 PandaDoc Signature Award finalists

Every year, we’re amazed by how our customers transform their businesses with PandaDoc.

This year’s Signature Award finalists have cracked the code on everything from scaling rapid growth to streamlining complex approval chains.

These aren’t just success stories — they’re blueprints for what’s possible when document processes actually work for you instead of against you. We’ll be sharing their strategies and wins throughout the month.

Discover their innovations

Small but Mighty

QES Multi-Signer support: Because approvals are rarely solo acts

Complex deals need multiple signatures, and now Qualified Electronic Signatures (QES) handles them seamlessly. Add multiple signers while maintaining the compliance and security standards your business requires. Plus, expanded Identity Provider (IdP) support gives you more control over recipient verification. This means fewer bottlenecks, faster approvals, and the same bulletproof compliance you expect from QES.

Explore QES capabilities

21 CFR Part 11 compliance: Audit-ready from day one

Life sciences and regulated industry teams can now meet FDA requirements without sacrificing workflow efficiency. Our 21 CFR Part 11 compliance ensures every signature, edit, and approval maintains audit trail integrity automatically.

No more third party tools or workarounds — this is built right into your PandaDoc workspace for you.

See compliance in action

Pro Corner

Master PandaDoc with Office Hours

Whether you’re optimizing existing workflows or exploring advanced features, our live Office Hours sessions connect you directly with PandaDoc experts.

Get personalized guidance, discover hidden capabilities, and ask the questions that will unlock your team’s next level of productivity.

These aren’t one-size-fits-all webinars — they’re focused problem-solving sessions designed to help you maximize your PandaDoc investment. So be sure to register for the class topics most relevant for you and your team.

Join the next session

On the Horizon

Redesigned editor: Document creation, reimagined

We’re rebuilding our document editor from the ground up. Faster performance, cleaner interface, and intuitive controls that make document creation feel natural. Every click, drag, and edit will be smoother and more responsive.

Workflow Builder with Code Step: Automation without limits

Custom business processes deserve custom automation. Our upcoming Workflow Builder with Code Step lets you design workflows that match exactly how your business operates — not the other way around. Connect any system, trigger any action, and eliminate manual handoffs for good.

Sender-Recipient Forms: One form, two perspectives

Soon you’ll create forms that work for both sides of the transaction. Senders can configure what they need, recipients can provide what’s required, and everyone stays in sync throughout the process. No more back-and-forth emails or missed information.

…And that’s a wrap

Eliminate the friction that slows deals down — from multi-signer compliance and audit-ready processes to recognition for teams doing exceptional work. And with our editor redesign and advanced automation features coming soon, we’re building toward a future where document management can actually accelerate your business instead of holding it back.

Have ideas for what we should build next? Share your thoughts on UserVoice — your feedback directly shapes our roadmap.

Here’s to your (continued) success 🙌

Join the PD Community

—an invite-only group for RevOps/Sales Ops champions. Get tailored content, direct access to our product & exec team, early betas, exclusive events, and swag.

Looking for fresh ideas to uplevel your revenue strategy? Check out our latest RevOps Playbook post on LinkedIn. While you’re there, give us a follow to stay connected with more tips, updates, and stories from the PandaDoc community.

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Create

We made it easier to build documents that work with the rest of your stack

Your books stay clean

Our QuickBooks integration made finance teams very happy. No more manually re-entering contract data into QuickBooks. No more reconciling from screenshots. No more wondering which version of the contract is actually final.

Now the data flows from quote to contract, to invoice to your books automatically. Finance teams have one source of truth and zero manual data entry, exactly how it should be.

Sell

Your CPQ lives inside Salesforce

We launched PandaDoc CPQ for Salesforce in Q1, and it changed the game for a lot of revenue teams.

Here’s what we heard for years: “I love PandaDoc, but my reps live in Salesforce. They don’t want to jump to another tool. They don’t want to copy data. They just want to create a quote and get back to selling.”

Fair point. So we built CPQ that lives natively in Salesforce. Your reps answer a few questions about the deal — company size, product mix, term length—and PandaDoc generates a quote that matches your pricing rules, margin requirements, and approval workflows. No tab-switching, no copy-pasting, no hunting down the latest pricing spreadsheet, it all happens in Salesforce.

PandaDoc CPQ came to Pipedrive

After launching CPQ for Salesforce, we knew there were thousands of teams running incredible businesses on Pipedrive who deserved the same experience.

So PandaDoc CPQ for Pipedrive brought that same native, integrated quoting magic to Pipedrive users. No more spreadsheets pretending to be CPQ. No more duct-taped workflows. Just clean quoting, real-time data sync, and pricing rules that actually enforce themselves.

If you’re a Pipedrive team, you know how rare it is to find integrations that feel truly native to the platform. But we built this one properly. Because you deserve tools that feel like they belong together.

Securely send and sign

Securely send and sign

We added enterprise-grade security that’s actually intuitive, fast, and simple to use.

High-stakes signatures that don’t slow you down

Our QES multi-signer brought Qualified Electronic Signatures to documents involving multiple stakeholders. Think: real estate transactions with five parties, corporate contracts needing sign-off from legal, finance, and executives or deals where “click to sign” just isn’t enough and you need genuine, verifiable, high-assurance signatures.

Life sciences teams can finally modernize their process

21 CFR Part 11 support opened doors for life sciences and healthcare organizations to bring their compliance-heavy documents into PandaDoc while meeting FDA regulatory standards.

For years, these teams relied on outdated systems that couldn’t keep pace with modern workflows. Now they can use contemporary document software while maintaining full regulatory compliance. Clinical trial documents, lab protocols, regulatory submissions—all in PandaDoc, all compliant, all faster than before.

Track and report

We gave you visibility into what’s actually happening with your documents.

Actually see what’s happening in your Deal Rooms

Rooms Insights gave revenue teams something they’d been asking for forever: visibility into what’s actually happening inside your shared deal spaces.

You know that feeling when you send a proposal and it just… goes quiet? You’re sitting there wondering, “Did they open it? Did they share it with their team? Are they ghosting me, or are they in internal meetings talking about it?”

Now you know. Rooms Insights shows you who’s looking at what, how long they’re spending on each page, who they’re sharing it with, and where they’re spending the most time. It’s like having X-ray vision into your pipeline.

Document analytics that drive strategic decisions

Document Insights gave GTM and RevOps teams clearer engagement data.

Not just “document viewed” timestamps — real insights. Where are people dropping off? Which sections are they reading three times? Where’s the friction in your workflow? When should someone from your team step in to help close the deal?

This is the kind of data that helps you fix your process, improve your templates, and close more deals.

Getting your business paid

We closed the gap between signed contracts and actual revenue.

You can finally get paid without the awkward back-and-forth

Here’s something nobody talks about: a signed contract is great, but it’s not revenue. Revenue is when the money actually hits your account.

This quarter, we focused on closing that gap.

Recurring payments with Stripe made subscriptions and retainers way easier to operationalize. You set it up once, and it just keeps working. No more manually creating invoices every month. No more chasing down expired credit cards. Just reliable, automated revenue.

Backup payment methods meant fewer failed payments and fewer awkward “Hey, your card was declined” emails. Your customer adds a backup card, and if the primary one fails, the backup kicks in automatically. Everyone’s happier, everyone gets paid.

Stripe invoicing rounded out the payments picture. Clean, professional invoices that connect directly to your contracts and automatically sync with your accounting system.

Invoicing isn’t glamorous. But getting paid reliably, on time, without drama? That’s deeply satisfying. So, that’s what we built.

API

We gave developers better tools to build on PandaDoc.

Developers got more flexibility

We expanded our API endpoints throughout Q2, giving developers more flexibility to build custom integrations, automate workflows, and connect PandaDoc to their unique tech stack. If you’re the person who builds the internal tools that make your company run, this was for you.

Integration got even easier for developers

API automated SDK generation made life easier for developers who integrate with PandaDoc. No more hoping the documentation is up to date. No more months of custom plumbing. Just clean, modern tooling that generates SDKs automatically and works the way you’d expect.

If you’re the person who builds integrations at your company, this one’s got you covered.

On the horizon

AI that goes beyond the status quo

AI was everywhere in 2025. Almost every company had an AI announcement… but most of them overpromised and underdelivered.

We’re taking a different approach. Instead of building another chatbot that gives suggestions, we’re building an execution layer. AI that actually creates documents, populates data, and routes workflows.

AI shortcuts in PandaDoc will let you draft, refine, and adapt content directly inside your documents. Need to make your proposal more formal? Done. Want to translate it for an international client? Done. Have to adapt your standard contract for a weird edge case? The AI will understand your template structure and help.

It’s like having a smart colleague who never sleeps and has memorized every document you’ve ever created.

This is currently in Early Access Program, with our full release coming in 2026 to a PandaDoc platform near you.

The receipts: what everyone else said about us

We shipped a lot this year, and there are more exciting things to come! But what matters more than what we think is what you think — and how the thousands of other teams using PandaDoc every day feel about us.

This year, PandaDoc earned a staggering number of G2 badges:

• G2 Best Software awards (Top 50 and Top 100) for 2025
• Grid® Leader badges in E-Signature, Proposal Software, Contract Management, Document Generation, and CPQ at global, regional, and enterprise levels
• Leader badges in niche categories like E-Signature API
• Seasonal badge refreshes (Winter, Summer, Fall) across all major product pages

Those aren’t just trophies for our office wall. They’re signals that what we’re building is working for real teams with real stakes. That the late nights debugging edge cases mattered. That the customer feedback we incorporated made a difference.

So thank you, seriously. Your reviews, your feature requests, your “Hey, what if PandaDoc could…” messages shaped this roadmap more than any internal brainstorm ever could.

What this all means for you

If 2024 was about proving PandaDoc could power your entire quote-to-cash journey, 2025 was about making it feel effortless.

We built CPQ that lives in Salesforce and Pipedrive. We added high-assurance signatures that don’t slow you down. We made payment workflows automatic instead of something you had to chase down. We’re bringing AI into your documents in ways that will actually help. We gave you visibility into your deals. We made the whole experience cleaner, faster, and more reliable.

We did all this not because we’re obsessed with features, but because we’ve sat in way too many meetings that could have been avoided if the tools just worked better. Because we’ve seen too many deals delayed by preventable friction. Because we believe the operational work — documents, workflows, getting paid — should be so smooth that you can focus on what actually matters.

Thank you for trusting PandaDoc with the documents that move your business forward.

If you’re already using these capabilities, we’d love to hear how they’ve changed your average workday. What’s working? What could be better? What should we build in 2026?

And if you’re still running parts of your process on spreadsheets or makeshift solutions, maybe now’s the time to see what a fully connected PandaDoc setup can do.

Explore what’s new in PandaDoc or talk to our team about bringing these upgrades into your stack.

Here’s to fewer broken workflows, more closed deals, and making 2026 even better.

—The PandaDoc Team

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