HubSpot CRM Setup and PandaDoc Integration

HubSpot CRM Setup and PandaDoc Integration Closed. $1000-2000 NZD, Paid on delivery. We are a small company seeking an experienced HubSpot professional to help us set up the fundamentals of our HubSpot Sales Professional CRM within the next two weeks. The primary goal is to streamline our sales processes, improve reporting, and integrate with PandaDoc for proposal management. Responsibilities Set up and customize HubSpot CRM with a single sales pipeline for 3 salespeople. Create basic dashboard reporting with KPIs and metrics related to the sales pipeline and salesperson activities. Integrate HubSpot with PandaDoc for seamless proposal management. Provide guidance or light training to ensure smooth adoption by our team. Qualifications Proven expertise in setting up HubSpot Sales Professional with minimal customization. Experience integrating HubSpot with PandaDoc (or similar tools). Knowledge of creating actionable dashboards in HubSpot. Additional Information: Ongoing work is likely as we become more proficient with HubSpot and our needs grow over time. #J-18808-Ljbffr