PandaDoc for Pipedrive

Create, send, and track your proposals and contracts without leaving Pipedrive CRM.

No credit card required

A stunningly effective sales combination

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

Build proposals in CRM

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

Collect eSignatures fast

Make it easy for prospects to accept your proposals and eSign contracts on any device or even in person. Send documents for eSignature right from your CRM.

Autofill 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.

Easily merge deal details

Save time with tokens that automatically populate documents with contact, opportunity, pricing, and product data into your docs. Reduce manual work and eliminate errors.

Monitor document statuses

Follow document statuses right in Pipedrive deals. Dive deeper with document analytics that shows who and when someone opened, viewed, commented, and completed the document.

Get started in a few simple steps

Download the PandaDoc browser add-on for Pipedrive and add a few document templates to start. You can get started in minutes as the integration setup does not require any coding.

Combine your sales and document workflows for ultimate efficiency

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

Collect legally-binding eSignatures on agreements and contracts generated and sent from Pipedrive opportunities, deals, and organization records.

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.

Who uses PandaDoc for Pipedrive

Who uses PandaDoc for Pipedrive

Sales teams

Monitor the progress of every proposal and contract your sales team sends right in your CRM records. Dive deep into the performance of your team and your sales docs with our robust PandaDoc reporting.

Sales operations

Close gaps in your sales process when you connect Pipedrive and PandaDoc into a single tool. We’ll help take care of your entire deal and document management workflows.

Marketing

Enable your sales team with pre-approved branded templates and a content library filled with media-rich collateral for faster proposal creation right within Pipedrive.

Frequently asked questions

How can I track the status of a PandaDoc document?

The PandaDoc Pipedrive integration allows you to track your document statuses and sales pipeline right in your CRM. Our detailed document analytics track opens and views. All you have to do is just open the document within Pipedrive and click on the analytics tab.

Can I connect multiple documents to Pipedrive deals, Pipedrive contacts, or companies?

Yes. All of the documents created and sent will be linked to the Deal, Contact, or Organization, where it originated. For example, you will see NDAs, quotes, contracts, and invoices linked from our contract management software to the related deal or Pipedrive contacts.

Can I push product and pricing from Pipedrive integration to a PandaDoc quote?

Yes! First, make sure you added products to the new deal within your Pipedrive account. Next, you’ll want to enable the option that allows you to automatically add products to the pricing table within the PandaDoc quote template you’d like to send.

Can I use approval workflows for the documents generated from the PandaDoc integration for Pipedrive?

Yes, make sure approvals are enabled and set up in the template you use. Once your document is approved you can send it for eSignatures from our electronic signature software.

How do I set up the 2-way sync?

You can establish two-way sync capabilities with our API solution or using Zapier integration. For more information, visit our API page.

Get started with PandaDoc today

No credit card required