PandaDoc Implementation
Document Automation|2026
The Challenge
Primary needed a document automation solution for proposals and contracts. The team wanted to streamline the flow from deal pipeline to proposal to signed contract, with proper pricing rules and templates.
What We Did
Implementing PandaDoc as the document automation and CPQ layer integrated with HubSpot:
- PandaDoc pricing rules configuration for accurate, automated proposal generation
- Integration with HubSpot's deal pipeline so proposals can be generated directly from deals
- Template setup for standardized proposals and contracts
- Pricing review and optimization
Technologies
PandaDocHubSpot CRM (deal pipeline integration)
RESULTS
Outcome
In progress — PandaDoc is being configured to automate Primary's proposal-to-contract workflow, reducing manual document creation and ensuring consistent pricing across the sales team.
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