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