Power up Pipedrive with a document generation and eSigning functionality that can manage the entire sales cycle in a single tool.

- Build proposals and contracts from Pipedrive deals. Customize new documents in minutes with templates and a dedicated content library.

- Send documents for eSignature from within Pipedrive. No need to buy and connect a separate eSignature tool as every PandaDoc subscription includes legally-binding eSignatures.

- Create interactive quotes with pre-populated data from your Pipedrive records. Enable online payments to collect credit card, PayPal, or ACH payments right from the documents you send.

- Add CRM details to documents on the fly. Save time with PandaDoc variables: Add contact, opportunity, pricing and product data to your docs automatically.

- Track document statuses without leaving Pipedrive. Choose the perfect time to follow up with document analytics that shows how your customers interacted with each document.

It’s fast and easy to get started, no coding required. Try it free at www.pandadoc.com/integrations/pipedrive.

Manage contracts

Other use cases

PandaDoc Proposals & eSignatures

With Proposable's Pipedrive integration, you can quickly create dynamic web-based proposals from your Pipedrive deal data for a polished proposal workflow that your team will love. 

Once you’ve sent a proposal, all activity is shown in the related Pipedrive deal for a complete history: proposal views, comments and PDF downloads all documented in one place. Once your proposal is accepted, your deal is automatically marked as  "won" in Pipedrive.

Main Benefits:

1. Create and send beautiful and trackable proposals to your contacts that you can finally be proud of

2. Close your deals quicker with integrated eSigning inside your proposals

3. Keep all your proposal activity synced to your Pipedrive account

With Proposable,  your company can create, deliver, and track all your proposals and sales documents without headaches. Why not try Proposable for free today?

Proposable

CaptureFast is the world’s first cloud-based and mobile-first solution for document and data capture. It relieves the inefficiency caused by too many paper documents in business processes and the strong dependence on manual labor.
The CaptureFast mobile app allows users to snap a picture of any paper document and transfer the image to the web-based cloud platform without the need for any special hardware like scanners.
First, create your template from our web-based platform. Then, choose the relevant template for your capture. Snap a picture of your document, and that’s it! Now you are ready to verify the data captured.

**FEATURES OF CAPTUREFAST
**
•	Upload empty document for template creation
•	Choose your template
•	Add templates to favorites
•	Snap a picture of your paper document
•	Preview the capture and retake if necessary
•	Mobile verification of capture
•	Transfer capture to our web-based platform
•	View document/capture history
•	Switch between teams

CaptureFast

Join millions who benefit from online scheduling, meeting, e-signing and automated content sharing. With ClientPoint, it's all in one place.

Empower every member of your team with ClientPoint. Nurture leads more effectively, propose and close deals faster, serve and grow clients better and transform your most valuable business relationships.

Our Pipedrive integration allows you to take your single source of truth (your CRM) and make it dance so that your most important business relationships come to life.

Communicate with leads

Manage my accounts

ClientPoint

QuoteWerk’s sales quoting and proposal solution integrates with Pipedrive via TanamiGold by Gold Rush Technology. 

QuoteWerks provides flexible quoting and proposal templates. It also gives users direct access to the prices of some vendors, existing accounting or other databases. 

QuoteValet delivers quotes as online shopping carts that include online acceptance and immediate payment options, so you know when your prospect views your quote. 

Leasing, recurring billing, bundles and a quote configurator are just some of the available features.

TanamiGold provides full bi-directional integration between QuoteWerks and Pipedrive. Look up your contacts in Pipedrive, add them to the quote and link them to a deal. If a deal does not already exist, you can create one when you save the quote. Select which address appears on “Sold To”, “Ship To” or “Bill To”. Map fields both ways, so you transfer information to QuoteWerks when you add contacts to a quote. Transfer information to Pipedrive when you save your quote.

When saving your quote, you can update the deal, pipeline stage, close date, probability, deal value and status. Add/edit/delete activities on your deal. Add notes and pin them to the deal.

When printing/emailing your quote, upload the PDF version of the quote to your deal.
QuoteWerks is fully customizable and works with a wide range of industries. Deliver quotes or full proposals in minutes and spend more time working on sales.

QuoteWerks

Say goodbye to scattered buyer communication, incorrect data entry, and unexplained lost deals in the pipeline. With GetAccept for Pipedrive, you can enjoy a streamlined and automated sales process without leaving your CRM.

GetAccept for Pipedrive is integrated via a Chrome extension; it simplifies proposal creation, document tracking, and obtaining eSignatures for contracts.

Key features:

- Centralized document management: Store and personalize sales documents in one place.

- Build and manage proposals with dynamic videos, meeting summaries, sales decks, pricing tables, and much more – all from your Pipedrive environment.

- Flexible pricing tables: Automatically pushes product data stored in Pipedrive into dynamic pricing tables. The quote is modern-looking, error-free, and responsive on all devices.

- Document tracking: Get real-time notifications when recipients interact with your documents.

- Identify hidden stakeholders: Know who views, shares, and engages with your content to refine your strategy.

- Live collaboration: Efficiently communicate within documents with chat and comments.

- Secure eSignatures: Send documents for electronic signing directly from Pipedrive. Once the signature is complete, the signed PDF copy will seamlessly return to your CRM for secure storage.

- Make your Pipedrive CRM your single source of truth: Effortlessly store recipient input and signed contracts in Pipedrive. Automatically mark the deal as closed won upon contract signing

Digital Sales Rooms & eSignatures by GetAccept

Note: This Integration is only available in Portuguese

ContaAzul is an easy-to-use online platform for organizing your business. You can centralize all the information from your business and automate flows.

After closing a sale or a new contract, you need to forward it to the financial department, which might result in delays in your billing process, and even in losing some of the deals. This is where ContaAzul provides a great solution by helping you organize two parts of your business in one go: Sales and finance. So instead of wasting time organizing documents and your company's financials, outbid your competitors in winning new business.

Pipedrive is the optimal tool to monitor your sales process. The integration between ContaAzul and Pipedrive was created for you to connect finance and sales better, working with the same data, avoiding retyping of customer and product information. 

The deal marked as “won” in Pipedrive is taken to ContaAzul, where you can issue invoices and tickets and control received payments. For retail, the data is synchronized with inventory control.

ContaAzul

The Conga integration with Pipedrive gives salespeople the power to create, send, track and sign sales documents online and on any device, anywhere.

You can easily create accurate and professionally branded presentations, quotes, proposals and contracts. Work with our templates or automate the creation of your frequently used documents. Finished documents can be shared and tracked with the possibility to be collaborative documents for eSignatures.

The integration allows data to be referenced from a Pipedrive deal, and from there on, it can be automatically generated and populated to a pricing table. Additionally, the data reference helps to quote and price deals accurately and consistently.

Conga

POR

O ERPFlex é um dos líderes em software de gestão no Brasil, oferecendo uma solução na núvem para a indústria, serviços e comércio de distribuição e varejo. A 1ª solução na núvem com backoffice e e-commerce nativo em uma única plataforma tecnológica.

A integração entre os dois sistemas permite enviar dados do Pipedrive para o ERPFlex, ou seja, todos os negócios criados no Pipedrive e que possuam o status Ganho, serão importados para o ERPFlex e se tornarão orçamentos, para posterior faturamento.

ENG

Note that ERPFlex software is in Portuguese.  ERPFlex is one of the leading cloud management software providers in Brazil and is ideal for small and medium businesses looking for an overview of their financial management, service providers and products. 

The integration provides a way to send data from Pipedrive to ERPFlex. All information connected to a "Won" deal will be synced to ERPFlex, allowing users to use this information for budgeting and billing.

Manage my projects

ERPFlex

NiftyQuoter is an online proposal software designed to create and manage business proposals and quotes. The integration between NiftyQuoter and Pipedrive can:

- Import existing clients from Pipedrive and use their data when creating proposals
- Export new clients from NiftyQuoter to Pipedrive
- Export proposals from NiftyQuoter as deals to Pipedrive
- Automatically update deals linked to proposals (status, stage, total value)
- Save outgoing emails to Pipedrive by BCCing emails to Pipedrive's dropbox email

NiftyQuoter

Use the Pipedrive-Proposify integration to streamline your sales process. Connect your Proposify proposals with deals in Pipedrive, and we'll automatically update your deals as they progress through the sales cycle. Proposify notifies you when prospects view proposals, so you can follow up just at the right time.

Whenever clients view proposals, leave comments or accept offers. You can specify which deal stage deals should be moved to once a proposal has been created and sent.  New proposals can also be linked to existing deals in Pipedrive. Put a stop to copy and paste or find and replace! 

Import contacts from Pipedrive to Proposify and auto-populate proposals with variables like name, business name, email, address, website and phone number.

Improve the signing-time of proposals by 60%. 

Proposify’s easy-to-use online signature tool lets clients sign your proposal right away, directly in the browser.

Connect your favorite tools or easily find new ones

Manage contracts

Can't find the app you need?