PandaDoc Proposals & eSignatures
by PandaDoc Integrations
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.
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
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
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