Pandadoc hubspot integration

Guide

1. Head over to App Marketplace on the top right. (store icon)

2. Search for "PandaDoc" in the search bar and select it.

3. Hit the Install app button to start the installation.

4. You will be directed to Login to PandaDoc account.

5. Select your HubSpot account and hit Connect.

6. Accept the terms and hit the Connect app button.

7. You will receive a success message upon successful integration.

8. Head back to HubSpot and open any record, such as a Deal, Contact, or Company.

9. On the right side (scroll down) of your screen, you should see a new PandaDoc module.