Automate quotes and documents by integrating your CRM with PandaDoc

What’s PandaDoc?

PandaDoc is a powerful contract automation platform designed for creating and managing proposals, quotes, and agreements. It’s widely used by sales teams to standardize outgoing documents and collect signatures without jumping between multiple tools.

If you need a simple way to create and share contracts without back-and-forth confusion, PandaDoc delivers. Paired with HubSpot, Pipedrive, Salesforce and other CRMs – it becomes a robust system for generating, sending, signing, and tracking documents.

What is CPQ (Configure, Price, Quote)?

CPQ stands for Configure, Price, Quote – a system that helps sales teams turn customized products or services into accurate, ready-to-send offers.

With a PandaDoc CPQ solution, you can configure a product based on a customer’s needs, automatically calculate the price with all options and discounts, and generate a clean, professional quote.

This reduces manual work, prevents errors, and ensures every proposal is accurate and consistent.

PandaDoc CPQ + CRM/ERP: a unified workflow

Integrating a CPQ system like PandaDoc CPQ with your CRM or ERP lets you automatically pull customer, product, and pricing data – so sales reps no longer need to enter details manually. Once connected, CPQ can generate accurate, customized quotes instantly, reflecting current pricing, sales discounts, and inventory status. This way you eliminate manual work, reduce errors, and ensure consistency across all offers.

Beyond saving time, CPQ-CRM-ERP integration improves cross-team alignment: changes made in ERP (like new prices or product availability) or CRM (like customer info) flow into the quoting process in real-time. That ensures quotes stay up to date and compliant with business rules.

How can I integrate PandaDoc with my CRM/ERP?

YELK is a certified PandaDoc CPQ vendor, helping companies build fully automated quoting and contract workflows directly inside PandaDoc.

If your CRM already supports a native PandaDoc integration, YELK will set up the automation, configure your CPQ rules, and create a smooth quote-to-contract process.

If your CRM/ERP has no built-in connector, we develop API-based middleware to sync data, pricing, and documents between your existing systems with PandaDoc.

For teams using custom-built platforms, YELK can extend your backend with tailored modules that bridge your CRM/ERP to PandaDoc reliably and securely.

YELK supports you with:

• HubSpot / Pipedrive / Salesforce integration with PandaDoc
• Integrating other third-party systems with PandaDoc via API
• Developing custom API connectors and backend modules