PandaDoc's document automation and CPQ solution streamlines creating, configuring, pricing, quoting, approving and eSigning proposals and contracts.

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

PandaDoc is a document automation and CPQ (configure, price, quote) software that streamlines the process of creating, configuring, pricing, quoting, approving, and e-signing proposals, quotes, and contracts.

• Build proposals and contracts from Pipedrive deals with templates and guided product configuration for error-free quotes.
• Configure complex products and apply automated pricing rules to ensure consistent pricing across your sales team.
• Send documents for eSignature from within Pipedrive - no separate eSignature tool needed as every subscription includes legally-binding eSignatures.
• Create interactive quotes with pre-populated data from Pipedrive records and enable online payments for credit card, PayPal, or ACH payments.
• Track document and quote statuses without leaving Pipedrive with analytics showing customer interaction with each document.
• Streamline approval workflows to maintain pricing governance while accelerating your sales process.

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

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