A stunningly effective combination
Create, send, track, and eSign proposals, quotes, and contracts right from any Pipedrive deal
Save a ton of time
Customize new proposals and quotes in sheer minutes with templates and a marketing-approved, organized content library.
Eliminate costly errors
Tokens automatically populate your frequently used documents with contact, deal, product, and pricing data. There’s absolutely no need to copy paste.
Close in just a few clicks
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.
Reduce time spent on busywork
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.
Deals will never go dark
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.
Keep tabs on all of your docs
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.
No technical experience required
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.
On average our customers report
Over 10,000 customers trust PandaDoc to help them close faster
- increase in completed docs
- decrease in document
- increase in close rate