CRM integrations (Salesforce, HubSpot, Pipedrive)
The Salesforce, HubSpot and Pipedrive integrations are gated to Business+ as a paid add-on, and the Salesforce one is finicky even when you pay for it.
What people actually say
✕Teams sign up for the lower Starter tier at $19/seat then discover that CRM integrations and document analytics both require the $49 Business tier — by far the most common complaint pattern.
Source: Peony, PandaDoc pricing breakdown ↗✕The Salesforce integration is only available on Business Annual and Enterprise Annual plans, and only as a paid add-on on top of the seat price.
Source: PandaDoc support, Salesforce Lightning install ↗✕If the PandaDoc connected app isn't approved in Salesforce, the integration silently breaks — existing connections stop working until an admin re-approves, and document update events fail without API access on the Salesforce side.
Source: PandaDoc support, Salesforce troubleshooting ↗
Direct Salesforce/HubSpot/Pipedrive sync via their REST APIs from a Next.js route handler — no marketplace tier gate, no separate add-on SKU. Envelope events stream into your CRM via webhooks you control, with retry and dead-letter queues in Inngest. When Salesforce changes auth scopes, you patch one file instead of waiting for a vendor connector update.