Create, send, track, and eSign proposals, quotes, and contracts right from any Pipedrive deal
Customize new proposals and quotes in sheer minutes with templates and a marketing-approved, organized content library.
Tokens automatically populate your frequently used documents with contact, deal, product, and pricing data. There’s absolutely no need to copy paste.
eSignatures are included with every PandaDoc subscription, so there’s no need to budget for extra tools. Once you send for a signature, track your doc’s status right in your Pipedrive deals.
In addition to customer and deal data, autofill your interactive pricing tables with product and pricing data from your Pipedrive records. All the deal products, discounts, taxes, and custom columns will merge into your quote seamlessly.
Keep a pulse on every deal in your pipeline with document statuses in your deal notes. Our document analytics will detail who and when your recipient opened, viewed, commented, and completed the document.
Each deal-related document is linked to your deal. In just one-click, you can edit an existing proposal in deal notes or retrieve a PDF copy attached to deal files.
Easy-to-follow help articles from PandaDoc and Pipedrive make connecting your accounts a piece of cake. Then, just set up your document templates with the appropriate tokens in PandaDoc and you’re good to go.
Over 35,000+ customers trust PandaDoc to help them close and get paid faster
87%
increase in completed docs per month
50%
decrease in document creation time
36%
increase in close rate
Extend your Pipedrive investment with sales documents that close.
No credit card required
PandaDoc and Pipedrive streamline our process from lead to proposal and saves us a ton of time on what would otherwise just be busywork. We use both of these apps daily and couldn’t recommend them more!
Michael Cardwell
Founder
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