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

**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).

Enable payments and tracking

Automate my pipeline and data

sevdesk Schnittstelle von PD Experts

**Stop switching between Outlook and Pipedrive.** This add-in brings your CRM directly into your inbox as a sidebar — so you can sell instead of toggling tabs.

When you open an email or meeting, the add-in auto-matches participants to their Pipedrive profiles. You'll see contact details, organization info, labels, and pinned notes instantly. If a sender isn't in Pipedrive yet, create a new contact or lead with one click — emails, phones, and organization pre-filled.

Every deal linked to that contact appears alongside the conversation. Track stages, values, and pipelines at a glance. Move deals between stages, mark them as won or lost, or create new deals — all without leaving Outlook.

Activities stay visible too. View upcoming and overdue tasks, log calls and meetings, and mark them done as you go. The add-in can auto-detect outgoing emails and meetings, extract participants, and batch-log activities to multiple contacts at once.

Add notes tied to any contact or deal. Pin important ones to the top. Everything syncs to Pipedrive in real-time so your entire team stays in the loop.

**More capabilities:**

- Search contacts by name, email, or phone
- Create and manage leads with values
- Assign owners and labels to contacts
- Multi-email and multi-phone support
- Works with Outlook desktop and web

**Free to start. No credit card required. Setup takes under 30 seconds.**

Communicate with leads

Manage my projects

Outlook Add-in

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

**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 zu Lexware**](https://pd-experts.com/lexware-testen/) 

[Hier finden Sie **weitere Informationen zur Schnitstelle**](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).

Manage my accounts

Support my customers

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

Sally is your AI-powered meeting assistant that captures conversations, turns them into accurate transcripts, and generates clear, actionable summaries. Instead of spending time writing notes or manually updating CRM records, Sally keeps everything organized so your team can stay focused on selling.

With this Pipedrive integration, you can instantly send key insights, decisions, and action items from any meeting directly into your deals or contacts. Sally highlights the most important information and enables you to push it into Pipedrive with a single click, ensuring your pipeline stays current and nothing gets lost between calls.

Whether you’re running discovery calls, internal handoffs, or customer check-ins, Sally gives you a reliable written record of every conversation. Your team gains consistent documentation, faster follow-ups, and a clear understanding of what needs to happen next.

SallyAI

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

## E-conomic Integration Overview
Transform Your Sales-to-Finance Operations

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

**Key Business Benefits:**

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

**2. Real-time financial data syncing**
- View e-conomic booked-invoice data directly in Pipedrive contacts

**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**
- Custom 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 streamline your billing process.

### Integration features
- **Automatic Deal to Invoice/Order/Quote Creation**: Convert deals to invoices with real-time updates.
- **Financial Metrics**: View Booked e-conomic invoice data in Pipedrive
- **Replay Failed Syncs**:Retrigger unsuccessful integrations
- **Customer Creation**: Create e-conomic customers from Pipedrive Organizations/People
- **B2C Management**: Convert Pipedrive contacts to e-conomic customers.
- **Simple Invoicing without products**:Generate invoices from the deal value.

Visma e-conomic 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

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.

Connect your favorite apps or easily find new ones

Manage contracts

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