Cut proposal creation time from 30 minutes to under 2 minutes and give every prospect a signed-ready document the same day they reach the quote stage.
~4 hrs
Saved / wk
Advanced
Setup
No AI
AI
When an agent moves a deal to the Quote Sent stage in HubSpot, this workflow automatically generates a branded proposal in PandaDoc with the correct coverage details and sends it to the prospect for e-signature. You remove the back-and-forth of manually creating and sending documents.
~4 hrs
Saved / Week
Professional setup recommended
Setup Complexity
No AI involved
AI Status
Step 1: Set up a HubSpot deal stage trigger in Make that fires when a deal moves to Quote Sent.
Step 2: Pull the prospect details, coverage type, and quoted amount from the HubSpot deal record.
Step 3: Use Make to create a new PandaDoc document from your quote template, populating coverage details and pricing automatically.
Step 4: Send the PandaDoc proposal to the prospect for e-signature and update the HubSpot deal with a link to the document.
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See PlansPandaDoc is a great fit for small businesses that send proposals, contracts, or quotes on a regular basis. You can build polished documents with a drag-and-drop editor, send them for e-signature, and track when recipients open or view them. It connects directly with popular CRMs like HubSpot, Salesforce, and Pipedrive so your team spends less time copying data between tools. You can also collect payments inside a document, making it easy to go from signed contract to paid invoice in one place.
HubSpot Sales Hub is a sales CRM for tracking deals, managing contacts, automating follow-ups, and closing more business. Visual pipeline, email tracking, meeting scheduling, and AI-powered tools. Free CRM included. Starter: $9/seat/month. Pro: $90/seat/month.
Visual workflow automation connecting 3,000+ business apps. Build multi-step automations with branching logic, data transformation, and error handling — all by dragging and dropping on a visual canvas. Formerly Integromat. Free: 1,000 credits/month. Core: $9/month. Pro: $16/month. SOC 2 and GDPR compliant.
