Send trackable quotes, proposals, and contracts from your CRM. See when files are opened and make updates in real-time. Follow up at the right moment and close deals faster.
Send quotes faster with less manual copy-pasting and fewer errors. Create document templates that automatically pull products from your catalog or information from any Pipedrive field.
Ever wish you could read your prospects’ minds? By sending trackable documents, you get notified whenever they’re opened. Follow up at the right time to lock in sales quickly.
Store quotes, proposals and contracts where you can quickly locate them. Track them against deals in Pipedrive or your chosen storage drive* to evaluate their effectiveness and make improvements.
*Google Drive and Microsoft OneDrive (coming soon).