HubSpot and PandaDoc, read together
HubSpot holds the pipeline: contacts, companies, deals and the emails and sequences around them. PandaDoc builds the proposal or quote and carries the signature, with a view trail for each recipient. The forecast in HubSpot says the deal closes Friday; the envelope in PandaDoc has been sitting unopened with the buyer's assistant since Monday.
Liaison reads HubSpot and PandaDoc together, ties each document to its deal, and tells you what is signed, what is stalled, and which closed-won deals have no signature behind them at all.
Where HubSpot and PandaDoc disagree
- Deals marked closed-won in HubSpot with no completed PandaDoc documents.
- Documents sent, viewed and stalled in PandaDoc while the HubSpot stage still says "contract sent" with no date.
- Signed amounts and terms in PandaDoc that differ from the deal amount in HubSpot.
- Signers in PandaDoc who are not contacts on the HubSpot account.
- Expired or voided documents that the deal owner never saw.
Questions it answers across both
- “Which deals in this month's forecast have an unsigned PandaDoc document?”
- “Which closed-won deals have no signature on file?”
- “What was signed last week, and does each match the HubSpot deal amount?”
- “Who has viewed their documents more than twice without signing?”
What Liaison does with HubSpot and PandaDoc
- Matches every PandaDoc document to its HubSpot deal and lists the forecast deals that are unsigned, stalled or expired.
- Flags closed-won deals with no completed signature to the deal owner.
- Drafts the follow-up to a stalled signer in your voice, for you to send or approve once.
- Updates the HubSpot deal stage and close date when the signature lands, after you have approved that kind of update.
What it reads and does in each
Liaison across HubSpot and PandaDoc, set up with you, for $629 a month.
- Connects to HubSpot and PandaDoc with access you grant and reads them as one record; nothing is replaced or re-entered.
- Does the routine work in your voice; each kind of work is approved once.
- Answers across both: what HubSpot says, what PandaDoc says, and where they disagree.
On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.
“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner
$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.
Questions
Does Liaison send documents from PandaDoc?
It can prepare one from the deal and waits for your yes before anything is sent for signature.
Will it change HubSpot stages?
It drafts the stage change with the signature evidence and waits for your confirmation; after the first approval of that kind it keeps the stage current.
Does it read the signed document?
It reads the terms and amounts in the signed documents and compares them to the deal, and tells you where they differ.
What does it cost?
Liaison starts at $149 a month. Professional is $629 a month and Team is $2,950 a month for up to five seats. Every plan works with the tools you connect.
See it on your own business.
Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.
Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.