PandaDoc Proposals & eSignatures
interactive features

PandaDoc Proposals & eSignatures

by PandaDoc Integrations

interactive features
interactive features

PandaDoc’s all-in-one document automation streamlines the process of creating, approving and eSigning proposals and contracts.

Manage contracts, Other use cases

App screenshot
App screenshot
App screenshot
App screenshot

Description

Power up Pipedrive with a document generation and eSigning functionality that can manage the entire sales cycle in a single tool.

  • Build proposals and contracts from Pipedrive deals. Customize new documents in minutes with templates and a dedicated content library.

  • Send documents for eSignature from within Pipedrive. No need to buy and connect a separate eSignature tool as every PandaDoc subscription includes legally-binding eSignatures.

  • Create interactive quotes with pre-populated data from your Pipedrive records. Enable online payments to collect credit card, PayPal, or ACH payments right from the documents you send.

  • Add CRM details to documents on the fly. Save time with PandaDoc variables: Add contact, opportunity, pricing and product data to your docs automatically.

  • Track document statuses without leaving Pipedrive. Choose the perfect time to follow up with document analytics that shows how your customers interacted with each document.

It’s fast and easy to get started, no coding required. Try it free at www.pandadoc.com/integrations/pipedrive.

Features

Panels

Panels

Instantly see and interact with PandaDoc Proposals & eSignatures as you dive into the details of your deals/contacts in Pipedrive.

PandaDoc Documents List

Locations:deal detailsorganization detailsperson details

Actions

Actions

Kick off related actions in PandaDoc Proposals & eSignatures as you work with your deals, contacts and/or activities in Pipedrive.

View tokens

Locations:organization details

View tokens

Locations:person details

View tokens

Locations:deal details

Create document

Locations:deal detailsorganization detailsperson details

Installation instructions

  1. Create a new PandaDoc account or log in to your existing account
  2. Install the application from the Marketplace
  3. Open any Pipedrive Deal and start creating PandaDoc documents

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Overall rating

4,0

3500+ installs
5 stars

59%

4 stars

18%

3 stars

8%

2 stars

3%

1 stars

12%

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