HOW IT WORKS: It's simple! You will set up a document (or template) in Formstack Documents, integrate it with Pipedrive to send your data to that document, and we’ll send you a merged copy.

With our various document types you can create professional looking documents that will fit right in with your business. Whether you need a secure PDF, a dynamically generated document, or the flexibility of a Word/Excel/PowerPoint, Formstack Documents supports it all.

Once you're finished creating your merged document, you can choose from one of Formstack Documents' powerful delivery options, such as email, saving it in the cloud, or sending it to another 3rd party.

Installation is very easy, simply: Click the top of the screen where it says 'Install now', read over the permissions and select 'Accept and install' *If you're not logged in or need to create an account here, you'll need to go back to the Marketplace page afterwards to run the install again

Please follow this help article after install: https://support.webmerge.me/hc/en-us/articles/206526286-Pipedrive&?utm_source=pipedrive.com&utm_medium=referral&utm_campaign=technology+partners