Overview
Create, send, track, and eSign proposals and quotes from within Pipedrive CRM to expedite your sales process and close deals fast.
Power up Pipedrive with document generation and eSigning functionality that can manage the entire sales cycle in a single tool. - Build proposals and contracts from a Pipedrive deal, contact or organization records. Customize new documents in minutes with templates and a dedicated content library. - Send documents for eSignature right from 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 Stripe payments to collect credit card and ACH payments right from the documents you send. - Reduce manual work and eliminate errors by merging deal details into documents. Save time with PandaDoc tokens to add contact, opportunity, pricing, and product data into 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. Download the add-on and add a few PandaDoc document templates. Try it free at www.pandadoc.com/integrations/pipedrive
Jon ReiterJan 17, 2017
Great. Works awesome....
Salvador OwenAug 25, 2015
Add-on helped me save time on my quotes. It pulls info from deals in PipeDrive into my PandaDoc templates. Support is awesome and ready to help.
Mikita MikadoJun 11, 2015
Great add-on if you're using Pipedrive and looking to do price quotes
Details
- Version1.5.1
- UpdatedJuly 15, 2022
- Size272KiB
- LanguagesEnglish
- DeveloperPandaDocWebsite
PandaDoc
3739 Balboa St #1083 San Francisco, CA 94121-2605 USEmail
support@pandadoc.com - TraderThis developer has identified itself as a trader per the definition from the European Union.
Privacy
This developer declares that your data is
- Not being sold to third parties, outside of the approved use cases
- Not being used or transferred for purposes that are unrelated to the item's core functionality
- Not being used or transferred to determine creditworthiness or for lending purposes