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Do You Need PandaDoc If You Have HubSpot?

Working through a document by hand

Short answer: only if what you are sending is a document rather than a price.

HubSpot has quotes. PandaDoc has documents. That distinction sounds like semantics and it is the whole decision.

What each one is for

HubSpot's quotes tool builds a priced document off a deal. It pulls the line items from your product library, applies the deal's numbers, sends it, and tells you when the buyer opened and accepted it. It is tightly coupled to the deal, which is its main advantage: nothing is retyped and the acceptance lands back on the record.

PandaDoc is a document platform that happens to be popular with sales teams. Templates, reusable content blocks, conditional sections, approval routing, an audit trail, and signature across everything. A quote is one of the things it can produce. So are a statement of work, a mutual NDA, a contractor agreement and an onboarding pack.

So both will get a price in front of a buyer with a button to accept it. Only one of them is built for the paperwork either side of that moment.

The question that decides it

Is your sales output a price, or an agreement?

If a deal closes when the buyer accepts a set of line items, HubSpot quotes covers it end to end and PandaDoc is a second subscription doing the first one's job.

If a deal closes when someone signs a scope document that describes what you will actually do, who owns what, over how long, with a payment schedule, then you are sending documents. Quotes tooling will fight you, because it is built around a table of products rather than around prose with a signature block.

Most people know which they are immediately. The ones who hesitate usually send a quote for small deals and a proper document for large ones, which is a real answer too: it means you need both capabilities, though not necessarily both products on every seat.

What it costs

PandaDoc Essentials was around US$19 per seat per month when we last checked competitor pricing in September 2026, on top of HubSpot Sales Hub Professional at around US$100 per seat.

Both scale with headcount. The saving grace is that PandaDoc is usually only bought for the people who actually send documents, so it is rarely the whole team. That also makes it easy to lose track of who has a seat, which is worth a look while you are in there.

When you can drop it

  • What you send is a line-item quote off a deal, and nothing else.
  • Nobody outside sales sends anything through it.
  • You do not need anyone to approve a document before it goes out.

When you cannot

  • Your agreements are documents with clauses, not tables with prices.
  • Something has to be approved internally before a customer sees it, and you want that enforced rather than remembered.
  • Other parts of the business have quietly adopted it for contracts, onboarding or HR.

That last one is the trap. PandaDoc spreads sideways. Before you cancel a sales tool, ask operations and finance whether anything of theirs runs through it, because the failure mode is cancelling a $19 seat and discovering a fortnight later that contractor agreements went with it.

The third option, honestly

Empiraa Signal builds proposals and quotes from the deal inside the CRM, so there is no separate document subscription and nothing to retype.

What it does not do, and this matters for exactly the buyers this article is aimed at: Signal does not offer e-signature. If a signature block is what closes your deals, Signal covers the proposal and you still need something to sign it. That is a real limitation and it is the reason this paragraph is not a recommendation for everyone reading.

The rest of your stack

The same question applies to more pairs than this one. Do you need Apollo if you have HubSpot is the biggest of them, and what a sales tech stack actually costs runs the arithmetic across six tools at three team sizes, with the date each price was checked.

Common questions

Do I need PandaDoc if I already have HubSpot?
Only if what you send is a document rather than a price. HubSpot has a quotes tool that builds a line-item quote off a deal, sends it and tracks acceptance. PandaDoc is a document platform with templates, approval steps, content blocks and e-signature across documents that have nothing to do with sales. If your sales output is a quote, HubSpot covers it. If it is a twelve-page statement of work that legal reviews, it does not.
Does HubSpot quotes include e-signature?
HubSpot's quotes tool supports signature on quotes, and what is included varies by tier and by region, so check yours rather than trusting an article. The more useful distinction is scope: HubSpot signs quotes, PandaDoc signs anything. If the only thing you need signed is the quote, that difference costs you nothing.
What does PandaDoc do that HubSpot quotes does not?
Four things that matter. Documents that are not quotes, such as statements of work, contracts, onboarding packs and HR paperwork. Approval workflows, where someone has to sign off before it goes out. Reusable content blocks and a template library maintained centrally. And signature on all of it, not only on the priced document.
How much does running both cost?
PandaDoc Essentials was around US$19 per seat per month when we last checked competitor pricing in September 2026, on top of HubSpot Sales Hub Professional at around US$100 per seat. Both are per seat, so both grow with headcount, and the PandaDoc line is usually only bought for the people who send documents rather than the whole team.
We only send simple quotes. Should we cancel?
Probably, but check who else is using it first. PandaDoc has a habit of quietly becoming the place a business signs things, so before you cancel, ask operations, finance and whoever handles contractor agreements whether anything of theirs runs through it. Cancelling a sales tool and breaking HR's onboarding pack is an avoidable way to be unpopular.
Ashley McVea

Ashley McVea

Head of Marketing and Product at Empiraa

Published 22 September 2026

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