PandaDoc for Pipedrive
Create, send, and track any document without leaving Pipedrive CRM.
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.
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.
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.
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.
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.
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
Keep track of each document associated with a deal, organization, or contact. Add auto-reminders and expiration warnings to automate document follow-up.