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

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

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

> **Este aplicativo foi desenvolvido para operar de maneira abrangente e eficaz na língua portuguesa.**

Para iniciar o processo, dirija-se ao canto superior direito da tela e identifique o ícone claramente marcado como "**Data Stone**". Ao clicar neste ícone, será exibida uma janela onde você deverá inserir o CNPJ da empresa que servirá como parâmetro para a busca das informações desejadas.
Após inserir o CNPJ, o sistema realizará uma busca abrangente e precisa, compilando os dados disponíveis da empresa correspondente. Recomendamos uma **verificação** cuidadosa para garantir a precisão e integridade das informações recuperadas. Certifique-se de que todos os detalhes estão corretos e atualizados.

Uma vez confirmada a exatidão dos dados, o próximo passo é clicar de forma consciente no botão designado como "*CRIAR ORGANIZAÇÃO*". É essencial ressaltar que essa ação é irreversível e resultará na inclusão **automática** da organização identificada no seu CRM.

Com esse aplicativo é possível enriquecer a organização com os seguintes dados:

- Natureza Jurídica 
- Faturamento presumido 
- Capital social
- Segmento 
- Porte
- Fundação
- CNAE
- Entre outros

Este procedimento oferece uma maneira eficiente e segura de adicionar novas organizações à sua base de dados, facilitando o ***gerenciamento*** e acompanhamento de informações relevantes para o seu negócio.

Para verificar valores, entre em contato com um especialista via contato@datastone.com.br

Qualify my leads

Manage my accounts

Data Stone - Enriquecimento

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

### 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

Automate my pipeline and data

Fortnox Integration

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

Outlook Add-in for Pipedrive

**Spruce makes running a heat pump business simpler, faster, and more scalable.**

Instead of juggling clunky tools and drowning in admin, Spruce gives installers one seamless platform to manage everything—from first enquiry to final handover.

✅ Respond to leads in minutes, not days

✅ Turn surveys into full system designs in under 20 minutes — while still onsite

✅ Generate detailed heat loss reports and MCS-compliant proposals in a click

✅ Automate DNO, MCS, and handover packs

✅ Collaborate with your whole team in real-time

Installers using Spruce cut their admin by 50–70%, freeing up time to focus on what really matters: delivering great installs and growing their business.

We’re here to remove the friction, so heat pump installers can lead the UK’s transition to low-carbon heating—without all the hassle.

Using Pipedrive integration, you can connect Spruce and Pipedrive accounts to receive updates about Spruce jobs. This includes events like:
- A new job created
- Job status has changed
- Job Estimate was sent, opened, signed, etc.
- A document like heat loss report, quote, proposal or handover pack was opened, downloaded, opened, etc.
- And more!

Spruce

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

**Qwoty** is an AI-powered CPQ software (Configure, Price, Quote) that helps B2B sales teams create accurate sales quotes, close deals faster, and automate the quote-to-order process directly from their Pipedrive.

**AI-Powered Quote Generation** : Qwoty transforms emails, spreadsheets, or customer requests into ready-to-send quotes in minutes. The AI matches products to your catalog, applies pricing rules and discount thresholds, and generates compliant quotes automatically.

**Interactive Deal Rooms &amp; E-Sign** Replace email back-and-forth with branded digital deal rooms where buyers review quotes, select options, and sign — all in one place. Built-in e-signature supports sequential or parallel workflows with full audit trail.

**Quote-to-Order Automation** Signed quotes automatically convert into structured sales orders. Track invoices, deliveries, subscriptions, and amendments in real time — no manual re-entry, no handoff errors.

**Sales Agreements** Manage framework agreements with negotiated pricing, volume commitments, and commercial terms. Track MRR, ARR, and contract value automatically.

**Seamless Integration** Connect Pipedrive with ERPs &amp;  Billing like SAP, NetSuite, Stripe, and Chargebee etc.  keeping quotes, orders, and invoices aligned across your stack.

**Built for Fast Adoption** Intuitive UX, guided workflows, and zero training required. Sales teams are productive from day one.

Enable payments and tracking

Qwoty | eSign, CPQ (Configure, price, quote), CLM

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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