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.
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.
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 PandaDoc 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.
An end-to-end integration
For even more integration features, the PandaDoc REST API can do the job. You can add document generation, embedded eSigning, data merge, and two-way sync functionality to any of your apps. Connect Pipedrive, PandaDoc, and other tools you use every day to create a unified workflow guaranteed to streamline inefficiencies.Read more
Who uses PandaDoc for Pipedrive
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.
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.
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.
Maximize your new investment
Our Onboarding Team is on stand-by and ready to help you get started with PandaDoc proposal software. There is no complex document or sales workflow that our team can’t handle. We can assist with team training, integration connections, and content conversion. Our Onboarding services packages are designed to scale and implement PandaDoc for any department within your organization.Read more
Frequently asked questions
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.
Parties other than PandaDoc may provide products, services, recommendations, or views on PandaDoc’s site (“Third Party Materials”). PandaDoc is not responsible for examining or evaluating such Third Party Materials, and does not provide any warranties relating to the Third Party Materials. Links to such Third Party Materials are for your convenience and does not constitute an endorsement of such Third Party Materials.