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.

Manage contracts

Other use cases

PandaDoc - Proposals, e-signatures, and CPQ

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

Win more customers with Quo. The next-generation phone system to engage customers, collaborate with your team, and scale your reach with AI — without losing the personal touch.

Rated #1 in customer satisfaction on G2 and trusted by 90,000+ companies, Quo brings calls, texts, and customer information into one easy-to-use, AI-powered platform.

With the Quo and Pipedrive integration, your CRM and customer conversations stay perfectly in sync. Automatically pull contacts from Pipedrive into Quo, log all calls, texts, and call summaries back to Pipedrive, and place calls directly from your CRM. Your team gets complete context at every touchpoint so they can respond faster, stay aligned, and build stronger relationships.

Attract new leads

Communicate with leads

Support my customers

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

Mit Lexware hat man Angebote, E-Rechnungen und die Buchhaltung in wenigen Minuten erledigt. Alle Daten sind smart verknüpft und somit jederzeit verfügbar. Optimal mit Lohnabrechnung und Geschäftskonto

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

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

[Hier Lexware **kostenlos testen**](https://go.lexware.de/awin/?cid=1000&amp;pid=1000&amp;pdata=13787-900761&amp;utm_medium=affiliate&amp;utm_source=13787-1754133488&amp;utm_campaign=affiliate-awin&amp;sv1=affiliate&amp;sv_campaign_id=900761&amp;awc=13787_1754133488_4af0aefea24bb24241983b61227373c6&amp;em_src=affiliate&amp;em_cmp=13787-1754133488/affiliate/affiliate-awin//)

**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).

Enable payments and tracking

Automate my pipeline and data

Manage my accounts

Lexware Schnittstelle von PD Experts

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

### 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 Fortnox customers

Fortnox Integration

Tired of manual exports and data silos between Pipedrive and Airtable?

Outfunnel’s no-code sync saves you time, eliminates manual tasks, and lets you focus on growing your business. With automated data flows, your teams can unlock deeper insights and work smarter—not harder.

### **Features**

**Automatic and seamless sync**
- Sync all Airtable contacts or a subset(s) you define with filters to Pipedrive and keep the two databases in sync going forward.
- (Coming soon) Sync Pipedrive contacts to Airtable
- (Coming soon) Sync lead, deal and activity objects

**Powerful field mapping**
- Map any Airtable fields to Pipedrive contact fields
- (Coming soon) Update organization and deal fields

**Sync status**
- See what has synced and fix issues

### **Use Cases**

**Enrich data**: Enrich data in Airtable, then sync to Pipedrive

**Lead management**: Add new leads to Airtable, then sync the relevant ones to Pipedrive

**External team collaboration**: Agencies or AI collect data that then syncs to Pipedrive for follow-up

Try free for 14 days.

Qualify my leads

Nurture my leads

Airtable sync

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

- Sync Pipedrive contacts into Constant Contact to save time and ensure your lists are up-to-date
- Segment Pipedrive-synced contacts further to create customized, targeted email and SMS messaging.
- Set up personalized automated communications, such as welcome emails or thank you series, based on synced contact activity.

Constant Contact

## All-in-One Pipedrive SMS, MMS, Calling, &amp; Ringless Voicemail Software

⭐ ⭐ ⭐ ⭐ ⭐ 
## [Read our G2 Reviews!](https://www.g2.com/products/salesmsg/reviews)
⭐ ⭐ ⭐ ⭐ ⭐ 

[Salesmsg](https://www.salesmessage.com/?utm_source=pipedrive&amp;utm_medium=marketplace&amp;utm_campaign=app) makes it easy to send and receive SMS text messages and phone calls from Pipedrive.

### 📱SMS/MMS Texting
- Two-Way Texting from Pipedrive
- Bulk SMS Marketing
- Local, toll-free, landline, and short code numbers
- Text Images, Videos + More
- Automatic Text &amp; Call Logging
- A2P 10DLC &amp; Toll-Free Compliance
- **New!** AI Textbots &amp; Smart Workflows

### 📞 Calling
- Call Anywhere
- Click-to-Call
- Call &amp; Voicemail Transcriptions, IVR
- STIR/SHAKEN Compliance and CNAM Registration
- **New!** Manage calls with Call Queue and Power Dialer
- **New!** Connect with multiple participants in one call
- **New!** Pass calls to the right person with Call Transfer

### ☎️ Ringless Voicemail
- Direct Ringless Voicemail Drops
- Text-to-Speech
- Custom Voices in Text-to-Speech
- Drop Ringless Voicemails via Broadcast, Trigger or Workflow

**Sign up for your 14-day FREE Trial**

[https://www.SalesMessage.com](https://www.salesmessage.com/?utm_source=pipedrive&amp;utm_medium=marketplace&amp;utm_campaign=app)

*"Decreased no-shows by 45%" - Greg Hickman @ System.ly*

*"Salesmsg tripled our sales in 60 days!" - Brian Moran @ Samcart*

[See Our Case Studies](https://customers.salesmessage.com/)

Salesmsg: SMS Texting & Calling

Click2Contract enables you to adapt and scale the best deal closing practices of modern growth companies. The app provides you with the simplest possible process from Pipedrive via proposal to eSigned and archived contracts, allowing your sales team to be kept up-to-date with the progress of proposals. All follow-up and reporting processes are integrated with Pipedrive's standard features and both sales reps, sales lead, customer success and legal get their needs satisfied. 

Key features:

**The process**

- Export to a new proposal customer details, products and custom data fields from a deal

- Select which content should be editable by a salesperson to optimize the process

- Automate actions followed by eSigning: set deals' status as "won," move them between pipelines or upload PDF contracts to deals

**Follow up and reporting**

- Get automatic notifications upon openings and proposal dates via the App panel

- Change stages automatically when a proposal is sent, opened or accepted (eSigned) 

- Use automated stage and status changes to build performance reporting in Pipedrive Insights

**Legal**

- Easy-to-use eSigning that works on all devices

- Automatically archive all accepted proposals/contracts or upload them to Pipedrive as PDF

**Customer experience**

- All proposals and contracts are visual and responsive

Click2Contract

# Create quotes, estimates, proposals, invoices, agreements, purchase orders, work orders, and other sales documents natively in Pipedrive with [ExtraflowDoc.](https://www.extraflowdoc.com/)

## All Features for Pipedrive: https://www.extraflowdoc.com/integrations/pipedrive

🌍 **Available in 32 languages** (EN, ES, PT..)

⚡️ **Auto-fill client data &amp; products** from your CRM

🔁 **Sync customer, deal, and product information** directly from Pipedrive

📦 **Use the Pipedrive product catalog** directly in document creation

✏️ Or **manually add any item** with a custom description and images

🗂️ **One place for all documents** — no more version chaos

✔️**📄 E-Signatures**

**CPQ** (Volume Discounts, Tiered Pricing)

- ✅ 4X faster document preparation
- ✅ +30% increase in win rate
- ✅ Auto-fill client data from your CRM
- ✅ Export beautiful PDFs or share by secure link
- ✅ 5 documents/month FREE

## Examples: 

### 🏗 [Kitchen Remodeling Estimate](https://www.extraflowdoc.com/kitchen-remodeling-estimate-example)

### ▦ [Flooring Materials Estimate](https://www.extraflowdoc.com/flooring-estimate-example)

### 🏠 [Roof Replacement Quote](https://www.extraflowdoc.com/roof-replacement-quote-example)

### 💻 [Website Design Proposal](https://www.extraflowdoc.com/website-design-proposal-example)

### ❄️ [HVAC Replacement Proposal](https://www.extraflowdoc.com/hvac-proposal-example)

quoting software, invoicing software, proposal software, estimate software, quotation

Connect your favorite tools or easily find new ones

Manage contracts

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