PandaDoc for Pipedrive

Create, send, and track any document without leaving Pipedrive CRM.

PandaDoc for Pipedrive

A stunningly effective duo

Extend Pipedrive CRM with document generation and eSigning capabilities for end-to-end document workflow management in a single tool.

Build proposals right in your CRM

Create and open documents associated with a Pipedrive deal, a contact, or organization. The template and content library make it easy to generate and customize new documents in minutes.

Document Content Library

Collect eSignatures in a snap

Prospects can easily accept your proposals and eSign contracts immediately on any device or even in person. The integration allows you to send and receive signatures right from your CRM.


Automatically complete 
a quote

Autofill interactive quotes with accurate product and pricing data from your Pipedrive records. Collect a credit card or ACH payment after the quote is completed with the Stripe integration too.

Proposal Integrations Payments

When we used to have a call, we used to use just our voices and website. Now we go through a customized document form with them, which only takes minutes. People are consistently blown away by our presentations.


Michael Cardwell


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Michael Cardwell

Easily transfer deal details

Save time and reduce errors with variables that automatically populate documents with contact, opportunity, pricing, and product data right into your docs.

Pipedrive Document

Keep tabs on your doc status

Follow document statuses right in Pipedrive. Go a step further with document analytics that detail who and when someone opened, viewed, commented, and completed the document.


Get started now, no coding required

Download the PandaDoc browser add-on for Pipedrive and add some document templates to start. It only takes minutes to set up the integration and doesn’t require any fancy tech support.

Templates Library

Combine your sales and document workflows for ultimate efficiency

Spend more time selling

Spend more time selling

Move deals faster with instant proposal generation right in a Pipedrive deal. Auto-populate customer data into templates and create ready-sign contracts within minutes.

Feel secure

Feel secure

Collect legally binding eSignatures on agreements and contracts generated and sent from Pipedrive opportunities, deals, and organization records. We’re also SOC II compliant.

Stay on track

Stay on track

Keep track of each document associated with a deal, organization, or contact. Add auto-reminders and expiration warnings to automate document follow-up.