topic Pandadoc integration not creating documents in HubSpot in Sales Integrations

Pandadoc integration not creating documents in HubSpot

Lee2022 — Tue, 31 Mar 2026 10:06:55 GMT

From last week, Pandadoc integration in Hubspot is not allowing select template from inside Hubspot. Shows message

"To log in to your PandaDoc account:

1. Open link in new tab https://app.pandadoc.com/login/hubspot

2. Log in there to your PandaDoc account

3. Go back to this page and reload it"

I am already logged in at this point.

Instead, redirects to Pandadoc in new tab. Then have to open templates, manually link document to deal then use "import data from CRM" to populate. Have logged out, restarted etc. but still not working.

[Moderator Note: this post was reviewed for relevancy and optimized for clarity on March 31 2026. Thank you for your contributions to the HubSpot Community!]

Re: Pandadoc integration not creating document from Hubspot

danmoyle — Thu, 07 Jul 2022 12:10:04 GMT

@Lee2022 Is there a change in Pandadoc that has broken the connection to HubSpot? If it were me, I might look into that, asking Pandadoc support if there's a change.

I was also thinking maybe I'd disconnect the integration and reconnect it, but I'm not sure how that would affect historical data. I know with HubSpot on its week of rest HubSpot Support may be a little slow to respond, but they are there and taking support tickets.

Re: Pandadoc integration not creating document from Hubspot

Lee2022 — Thu, 07 Jul 2022 12:13:20 GMT

Thanks Dan. I've tried disconnecting and reconnecting (with all the inconvenience that brings) but same issue. The connection seems to be there but it's not connecting in the same way it used to. I will try PandaDoc support as well.

Re: Pandadoc integration not creating document from Hubspot

SWatson99 — Fri, 15 Jul 2022 02:47:41 GMT

Having the same issue. Disconnecting and reconnecting does nothing and unfortunately no help from Pandadoc support. This is completely blocking my team from adopting Pandadoc.

Re: Pandadoc integration not creating document from Hubspot

Lee2022 — Fri, 15 Jul 2022 08:52:58 GMT

Hi SWatson99 - solution as follows from Pandadoc support - the issue is blocking third-party cookies on both sites, which I had set as default on Firefox.

Reply from Pandadoc support: "It’s likely you have the “Block third-party cookies” setting enabled in your browser. Depending on which browser you’re using, follow one of these links to disable this setting:
• Firefox
• Chrome
• Microsoft Edge

In Safari, go to Preferences > Privacy > Manage website data. Click Remove all, or select hubspot.com and pandadoc.com and click Remove.

Additionally, you may need to disable the "Prevent cross-site tracking" setting in Safari (it should be turned off)"

In firefox, it's as simple as clicking the shield icon in the address bar and then adding an exception for the site.

Hope this helps!

Re: Pandadoc integration not creating document from Hubspot

ECofield — Thu, 06 Oct 2022 19:43:52 GMT

I am having the same issue. Pandadoc is open and I have logged in, but Hubspot doesn't recognize the log in. I have allowed cookies and unblocked both Hubspot and Pandadoc specifically. STILL no resolution. There must be something else going on. I feel like the "third party blocking" answer is textbook 101 and we need someone to look deeper.