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

Bring Pipedrive into your Outlook workflow with Stehrway's free add-in. Open an email and choose a participant to find their contact, organization, deals, activities, and notes.

Keep records current: create or edit contacts, update deals and pipeline stages, mark deals won or lost, and manage leads.

Save the conversation: save an opened email as a note on a contact, organization, or deal. Search for another destination when needed. Save supported attachments separately, up to 4 MB per file.

Plan the next step: create and complete activities, add notes, and pin important context. Choose which standard and custom fields stay visible in the sidebar.

The add-in is free, with no paid tiers or trial period. Your own Pipedrive account and a compatible Outlook account are required; those services have their own plans. Use compatible Outlook clients on Windows, Mac, or the web. Organization policies may require administrator deployment.

Optional sent-email activity logging is available where Outlook supports it. This is not a full inbox sync. Independent integration by Stehrway; not affiliated with Pipedrive or Microsoft.

Manage my projects

Automate my pipeline and data

Outlook Add-in for Pipedrive

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

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

## All-in-One SMS, Calling &amp; AI Automation for Pipedrive

⭐ ⭐ ⭐ ⭐ ⭐ 

## [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) connects your Pipedrive deals and contacts with business-grade SMS, calling, and AI automation - so your sales team can close faster without ever leaving their pipeline.

### 📱SMS/MMS Texting
- Two-Way Texting from Pipedrive
- SMS Campaigns &amp; Bulk Broadcasts
- Local, toll-free, landline, and short code numbers
- Send Images, Videos, GIFs &amp; PDFs
- Automatic Text Logging to Pipedrive Activity
- New! AI Texting Agent &amp; Smart Workflows

### 📞 Calling
- Click-to-Call from Any Pipedrive Record
- Inbound &amp; Outbound Calling with Auto-Logging
- Call &amp; Voicemail Transcriptions, IVR &amp; Call Queue
- Call Transfer &amp; Multi-Participant Calls
- STIR/SHAKEN Compliance and CNAM Registration
- **New!** Power Dialer Campaigns
- **Beta!** AI Calling Agent

**HIPAA-ready and SOC 2 Type II certified — built for teams handling sensitive customer data.**

**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://www.salesmessage.com/stories)

Qualify my leads

Nurture my leads

Manage my accounts

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

- 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

### Xero Integration by Cloudify Overview

Sync Pipedrive deals to Xero as invoices or quotes — automatically, without switching apps or re-entering data.

Cloudify connects your Pipedrive deals directly to Xero. Set a pipeline stage as your trigger — when a deal lands there, Cloudify automatically creates the invoice or quote in Xero with all the deal data. No copy-pasting, no switching tabs.

**Features:**

- **Automatic deal-to-invoice/quote** sync from any pipeline stage you choose
- **One-click invoice generation** — Create, update, and customize Xero invoices from any stage of a Pipedrive deal.
- **Dashboard with bulk sync** — create, review, and sync invoices from one place. Push multiple invoices at once with Bulk sync feature
- **Live Xero invoice status** — know instantly whether an invoice is draft, awaiting payment, or paid without leaving Pipedrive
- **Replay failed syncs** — update deal data and re-sync with one click
- **Sync activity logging** — every action tracked in deal activities

**Why Pipedrive teams use Cloudify:**
Sales works in Pipedrive. Finance works in Xero. Without Cloudify, someone manually recreates every invoice. With it, invoicing happens the moment a deal moves — no handoffs, no errors, no delays.

Start free with 30 syncs.[ Book a complimentary 30-minute onboarding call](https://meetings.hubspot.com/cloudify/app-assistance) and we'll configure the integration for your specific workflow.

Xero

We all know that once a lead turns into an opportunity, you want to onboard them as fast as possible to your services.

Clustdoc digital onboarding software provides your team with complete solutions to scale your onboarding processes and convert leads faster. 

With Clustdoc, you can easily create a custom onboarding checklist based on your specific needs: from collecting customers information, delivering documents to signing contracts, Clustdoc takes care of your new contacts from beginning to end. 

Stop spending precious time completing manual tasks when you can integrate the Clustdoc app to easily run custom onboarding workflows with your Pipedrive leads. 

**Automatically onboard new Pipedrive contacts with Clustdoc**

Using Pipedrive and Clustdoc integration, you can streamline your sales operations and manage new customers records - right from your CRM: 

1. Create custom onboarding checklists with Clustdoc 
2. Launch onboarding workflows with Pipedrive leads
3. Follow customer records statuses right in Pipedrive 

With this integration, immediately automate your onboarding workflow, so you can focus on the most important sales deals.

Clustdoc

Danish CVR Lookup integration enhances your Pipedrive CRM by automating organization data management and streamlining lead generation. Simply search using CVR numbers, company names, or leverage our advanced search filters to find and add Danish organizations to your CRM.

Get instant access to verified company data including:

- Detailed company information
- Financial data from the last three years
- Address and contact information

Data is fetched directly from Virk.dk, Denmark's official business database, ensuring reliability and accuracy for your sales and marketing teams.

**What's New:**

**Find Leads Option:** Discover potential clients using advanced filters:

- Location (postal code/municipality)
- Employee count
- Industry type
- Organization status

**Global Search:** Quick organization search using names or CVR numbers.

**Contact Sync:** Automatically create associated contact records when adding organizations.

### Key features
1. **Easy Data Updates:** One-click organization data import using CVR number or name
2. **Financial Insights:** View three years of financial history for organizations
3. **Bulk Updates:** Update multiple organizations simultaneously
4. **Automated Data Entry:** Auto-populate CRM fields when creating new organizations
5. **Official Data Source:** Direct integration with Virk.dk for accurate information
6. **Custom Mapping:** Flexible field mapping for organizations and contacts

Connect your favorite apps or easily find new ones

Manage contracts

Can't find the app you need?