HOW IT WORKS: It's simple! You will set up a document (or template) in Formstack Documents, integrate it with Pipedrive to send your data to that document and we’ll send you a merged copy.
With our various document types, you can create professional-looking documents that will fit right in with your business. Whether you need a secure PDF, a dynamically generated document, or the flexibility of a Word/Excel/PowerPoint – Formstack Documents supports it all.
Once you've created your merged document, you can choose from one of Formstack Documents' powerful delivery options, such as email, saving it in the cloud, or sending it to a 3rd party.
Installation is very easy: Click “Install now” at the top of the screen, read the permissions and select “Accept and install” *If you're not logged in or need to create an account, you'll need to go back to the Marketplace page afterward to run the installation again.
Please follow this help article after installation: https://support.webmerge.me/hc/en-us/articles/206526286-Pipedrive&?utm_source=pipedrive.com&utm_medium=referral&utm_campaign=technology+partners
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