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.

Manage contracts

Other use cases

PandaDoc Proposals & eSignatures

Use Pipedrive’s Smart Docs to create a new document, either from scratch or by using a template.  Save time and avoid errors by auto-filling your document with Pipedrive data from any field –  an easy and quick way to personalize your documents. Or upload a PDF into Smart Docs. 

Then simply choose “create an envelope in DocuSign” and set up the required fields (i.e., specify recipients, customize the email message and add DocuSign fields). Once you’ve sent your envelope, you’ll receive status updates when the envelope has been viewed, signed and completed – all directly in Pipedrive! 

[Learn more about Smart Docs.](https://support.pipedrive.com/en/article/sales-documents-beta)

DocuSign

## Pennylane x Pipedrive, la finance enfin au coeur de votre CRM

Améliorez la productivité de vos équipes commerciale et finance en connectant Pipedrive et [Pennylane](https://www.pennylane.com/fr/).

Devis, facturation et suivi des ventes sont enfin accessible à votre équipe Sales depuis Pipedrive ! 

- Transformez vos affaires gagnées en factures sans quitter Pipedrive.
- Envoyez les factures à vos clients depuis Pipedrive
- Créez vos client Pennylane automatiquement lors de la création des devis et factures
- Suivez vos factures Pennylane et leur statut de paiement au quotidien depuis Pipedrive

Diminuez le délai d'encaissement grâce à un processus de devis/facturation efficace !

## Pennylane

Pennylane est le seul outil qui réunit tout ce dont votre entreprise à besoin : 
- Facturation simplifiée
- Gestion des achats
- Compte & carte pro
- Trésorerie en temps réel
- Comptabilité complète
- et bien plus encore grâce à des centaines d'intégrations possibles !


**Pas encore client Pennylane ? [Contactez-nous](https://heybilly.io/contact) pour une démonstration personnalisée de Pennylane et des possibilités de l'intégration**

-----

*Disponible uniquement en France / Available only in France*

*Cette application est exclusivement conçue pour le marché français et est uniquement disponible en langue française. Veuillez noter que l'assistance et les fonctionnalités peuvent être limitées si vous utilisez l'application en dehors de la France.*

Enable payments and tracking

Automate my pipeline and data

Pennylane

### Xero Integration Overview
Transform Your Sales-to-Finance Operations

**Features**:
- ✅Automatic Deal to Invoice/Quote Creation
- ✅Financial Metrics
- ✅Replay Unsuccessful Integrations
- ✅Manual Company Creation

**Key Business Benefits**:

 **1. Eliminate Manual Work**
- No double data entry between systems
- Automated organization/person, product and invoice/quote creation

**2. Real-time financial data syncing**
- View booked-invoice data directly in Pipedrive contacts
- Stay Informed and in control

**3. Fix failed syncs with "Replay" option**
- Update deals and re-sync to reflect changes
- Instant notifications for sync actions in deal activities

 **4. Start with Free Expert Onboarding**
-  Personalized setup for your Pipedrive account
- Custom guidance for your specific needs

Start your free trial with 15 credits today!
[**Book a free 30-minute onboarding session**](https://meetings.hubspot.com/cloudify/app-assistance) and let us transform your billing process.

### **Integration features**
- **Automatic Deal to Invoice/Quote Creation:** Transform deals into invoices with real-time updates
- **Financial Metrics**: View Xero invoice details in Pipedrive
- **Replay Failed Syncs**: Recover unsuccessful integrations
- **Company Creation**: Create Xero customers from Pipedrive
- **B2C Management:** Convert Pipedrive contacts to Xero customers
- ****Simple Invoicing**:** Create invoices using only deal value
- **Product Sync**: Synchronize products between platforms

Xero

Streamline communication between sales reps and clients with the ClickSend SMS extension. Provide updates, answer questions and resolve issues via SMS, all within the Pipedrive platform.

**You can:**

- Start one-on-one SMS conversations directly from Pipedrive and receive instant notifications when clients respond, ensuring you never miss a message. You’ll be notified when your customers respond so you never miss a message.&nbsp;

- All text conversations are stored with the relevant contacts automatically. This helps sales teams easily reference previous chats to move leads closer to becoming deals.&nbsp;
Set up and store SMS templates that are personalised with customer names and details. Send your templates directly from either Contacts or Deals in Pipedrive to speed up your workflow.&nbsp;

- Send SMS with confidence, wherever your customers are. Your vital business messages will be received on time, every time —&nbsp; thanks to our global, direct routes. And we can back it up with a 100% uptime SLA guarantee. So install the ClickSend SMS extension in your Pipedrive account and start sending SMS via Pipedrive today.

Manage my accounts

Support my customers

ClickSend SMS

Put an end to repetitive, time-consuming tasks and focus on what you love: selling! Let Oneflow handle the monotonous work while you work wonders on your deals!

- Create, manage and send proposals and contracts to your B2C or B2B prospects for secure, qualified and legally binding e-signatures

- Auto-populate deal information with data from Pipedrive, including product informations, contact persons and company details 

- Send interactive proposals and contracts with a few clicks directly from Pipedrive. Oneflow contracts are in-browser, data-first and fully responsive, no matter what device you are using.

- Negotiate and edit proposals on the fly, even after sending, to close deals faster. Let your prospects make changes that are updated live, without back and forth emails.

- Track your B2B and B2C prospect interaction with auto-notifications

- Stay up to date with contract status for every deal 

- Personalize proposals with welcome videos or screen recordings to walk prospects through your proposal

- Not all eSignatures are the same. Oneflow’s Pipedrive integration ensures 100% secure and legally binding eSignatures

- Get started with our cloud-based solution in just minutes and reap the benefits in days

Contract magic by Oneflow for Pipedrive

**sevdesk is a German bookkeeping tool which covers the needs of the German speaking market. Therefore, the following description is not translated to English.**

sevdesk übernimmt die Buchhaltung rechtskonform am deutsch-sprechenden Markt. Damit behalten Gründer, Selbstständige und KMUs den Überblick über ihr Business.

Mit der Schnittstelle zwischen Pipedrive und sevdesk ersparen Sie sich das manuelle Anlegen der **Stammdaten** und können **Rechnungen** direkt aus Pipedrive erstellen. 

[Hier finden Sie **weitere Informationen**](https://pd-experts.com/schnittstelle-pipedrive-sevdesk/) 

[Hier sevdesk **kostenlos testen**](https://www.awin1.com/awclick.php?gid=361518&amp;mid=15944&amp;awinaffid=900761&amp;linkid=2458873&amp;clickref=](url))

**Hinweis**: Wir empfehlen für die Verwendung (genau wie Pipedrive - [siehe hier](https://support.pipedrive.com/de/article/which-browser-is-best-for-pipedrive)) Chrome oder Edge (und zur Not auch noch Firefox).

sevdesk Schnittstelle von PD Experts

Qwilr for Pipedrive helps automate sales content, get deals signed and paid faster. Create beautiful, personalized proposals, quotes, pitch decks, customer onboarding docs and more with the click of a button in Pipedrive. Track what buyers care about and create sales experiences that wow and drive revenue.

**Electronic signatures + payment options**

Add legally-binding electronic signature fields to proposals for faster approval. Let buyers accept and pay on the spot with the options embedded in the document.

**Page tokens to personalize every document**

Qwilr can pull custom and standard fields from Deals, Organisations (Contacts), People (Contacts) and Leads.

**Engage and upsell buyers with pricing**

Qwilr content is all built on the web, engaging buyers with interactivity and the ability to upsell with extra products or services using our interactive quote and pricing feature.

**Template library**

Shorten the time it takes to create sales material with ready-made templates sales reps can generate instantly from Pipedrive.

**Track document status and expiry**

Never leave Pipedrive with Qwilr document status, links and expiry syncing directly to your Pipedrive records.

Qwilr Proposals, Quotes, Esign and More

Say goodbye to scattered buyer communication, incorrect data entry, and unexplained lost deals in the pipeline. With GetAccept for Pipedrive, you can enjoy a streamlined and automated sales process without leaving your CRM.

GetAccept for Pipedrive is integrated via a Chrome extension; it simplifies proposal creation, document tracking, and obtaining eSignatures for contracts.

Key features:

- Centralized document management: Store and personalize sales documents in one place.

- Build and manage proposals with dynamic videos, meeting summaries, sales decks, pricing tables, and much more – all from your Pipedrive environment.

- Flexible pricing tables: Automatically pushes product data stored in Pipedrive into dynamic pricing tables. The quote is modern-looking, error-free, and responsive on all devices.

- Document tracking: Get real-time notifications when recipients interact with your documents.

- Identify hidden stakeholders: Know who views, shares, and engages with your content to refine your strategy.

- Live collaboration: Efficiently communicate within documents with chat and comments.

- Secure eSignatures: Send documents for electronic signing directly from Pipedrive. Once the signature is complete, the signed PDF copy will seamlessly return to your CRM for secure storage.

- Make your Pipedrive CRM your single source of truth: Effortlessly store recipient input and signed contracts in Pipedrive. Automatically mark the deal as closed won upon contract signing

Digital Sales Rooms & eSignatures by GetAccept

### [Extraflow](https://extraflow.io) lets you create professional quotes, estimates, and proposals directly inside Pipedrive, up to 3X faster

**Perfect for:**

🏗️ **Construction &amp; Contracting:** General contractors, home builders, remodelers, roofers, painters

🔧 **Trades &amp; Services:** HVAC companies, electricians, plumbers, landscapers, cleaning services

🏭 **Suppliers &amp; Manufacturing:** Distributors, manufacturers

💼 **Professional Services:** Digital agencies, IT service providers, software vendors, consultants

📦 **Product &amp; SaaS Teams:** Custom product sellers, SaaS platforms

## Complex pricing? Bring it on.

Our powerful engine handles custom rules and logic — right inside Pipedrive.

## 10 docs/mo – FREE | EN, ES, PT, FR, DE ...

- 📊 **Markup &amp; Profit Margin Control** – Set internal costs and markups while keeping profit margins visible only to your team
- 📄 **Multiple pricing options** – Show different packages in one quote
- ⚡ **Autopopulate from deal data** – Instantly pull clients, products, and details from Pipedrive deals
- 🛒 **Product catalog &amp; tax management** – Add items, set taxes, and apply discounts effortlessly
- ⚙️ **Custom fields** – Tailor quotes to your business needs with fully editable fields
- 🌍 **Multi-language** – Create docs in **32+ languages**
- 🧩 **Custom pricing rules** – Automate complex pricing logic with smart conditions

### Beautiful examples: [Quotes Examples](https://extraflow.io/quote-templates)

Quoting & Proposals Software for PD – Extraflow.io

### Fortnox Integration Overview

Transform Your Sales-to-Finance Operations

**Features**:
- ✅ Automatic Deal to Invoice/Order Creation
- ✅ Financial Metrics within Pipedrive
- ✅ Replay Unsuccessful Integrations
- ✅ Manual Company Creation

**Key Business Benefits:**

**1. Eliminate Manual Work**
- No double data entry between systems
- Automate organisation/person, product and invoice/order creation

**2. Real-time financial-data syncing**
- Stay Informed and In Control
- View booked invoice metrics directly within Pipedrive organization/person

**3. Fix failed syncs with "Replay" option**
- Update deals and re-sync to reflect changes
- Instant notifications for sync actions in deal notes

**4. Start with Free Expert Onboarding**
- Personalized setup for your Pipedrive account
- Custom guidance for your specific needs

**Start your free trial with 15 credits today!** [**Book a free 30-minute onboarding session**](https://meetings.hubspot.com/cloudify/app-assistance), and let us transform your billing process.

### **Integration features**

- **Automatic Deal to Invoice/Order Creation**: Transform deals into invoices/orders with real-time updates.
- **Financial Metrics**: View Fortnox invoice metrics in Pipedrive
- **Replay Failed Syncs**: Recover unsuccessful integrations
- **Customer and Product sync**: Ensure precise customer and product synchronisation between Pipedrive and Fortnox
- **B2C Contact Management**: Convert Pipedrive contacts to Xero customers

Fortnox Integration

### **CPQ: Structure a sales journey for your team**
Generate error-free quotes quickly. With native Pipedrive integration, easily configure custom prices and products. Qwoty is a 100% no-code solution, requiring no technical or development skills.

👉 **Create error-free quotes with Qwoty CPQ**
- Product catalog
- Complex pricing management
- Cross-sell and up-sell
- Contract library
- Internal offer approvals



### **Sales Rooms: Boost your ROI on sales investments**

Discover the power of Sales Rooms with Qwoty! Centralize all offer-related information in a secure space, simplifying communication between your team and clients. Reduce back-and-forth exchanges and avoid confusion with an intuitive, dynamic interface. Transform each proposal into a seamless experience to maximize your closing success!

👉 **Turn your sales team into top performers with our Dealroom**
- Unlimited offer templates
- PDF export
- Custom branding
- Automated reminders



### **eSignatures: Shorten your sales cycles**

Save time by reducing the delivery delay of your offers with an eSignature solution integrated into Pipedrive. Avoid back-and-forth exchanges and get your documents signed online. Simplify the client experience, giving your sales team a decisive advantage.

👉 **A smooth customer journey with eSignatures**
- EIDAS compliant
- SMS OTP


👉 **Accelerate with our smart automations**
- Multiple Integrations (Pennylane, Quickbooks, Sage, Stripe, SAP, Salesforce...)
- API

Connect your favorite tools or easily find new ones

Manage contracts

Can't find the app you need?