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

### Xero Integration Overview

**Features**:

- Automatic Deal to Invoice/Quote Creation
- Replay Unsuccessful Integrations
- One-Click option to manually generate and review invoices irrespective of the deal stage

**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
- **One-click Invoice**: Create, update and customize Xero invoices from any stage of a Pipedrive Deal with flexible options for managing line items, taxes, and accounts
- **Replay Failed Syncs**: Recover unsuccessful integrations
- **Company Creation**: Create Xero customers from Pipedrive
- **B2C Management:** Convert Pipedrive contacts to Xero customers

Automate my pipeline and data

Xero

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

## Use [Extraflow](https://extraflow.io/) to create quotes, estimates, proposals, RFPs, CPQs, price lists, and more — 3× faster

## TRY IT FREE – 10 docs/mo for free | Unlimited users from $25/mo

## Beautiful Example: [Quote for Landscaping Project](https://app.extraflow.io/p/Hxc5N1FMqN)

### Perfect for:

🏗️ **Construction &amp; Contracting:**
General contractors, builders, remodelers, roofing, painting , drywall installers, flooring , concrete specialists, masonry , demolition , framing carpenters, siding installers

🔧 **Trades &amp; Services:**
HVAC companies, electricians, plumbers, landscapers, cleaning services, pest control, irrigation specialists, appliance installers, security system providers, solar installers, welding and metalwork, insulation services

🏭 **Suppliers &amp; Manufacturing:**
Distributors, manufacturers, wholesalers, material suppliers, custom fabricators

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

📦 **Product &amp; SaaS Teams:**
Custom product sellers, SaaS platforms, hardware providers, system integrators

📅 **Rental &amp; Equipment Services:**
Tool rental companies, construction equipment rental, party &amp; event rentals, scaffolding providers

### Features: 

📊 **Control Margins &amp; Markups**  

⚡ **Auto-Filled from Deal Data**  

🔁 **Syncs Back to Pipedrive**  

🛒 **Smart Catalog &amp; Tax Handling**  

⚙️ **Custom Fields &amp; Pricing Rules** 

and more .....

Quotes, Proposals, Estimates & more - Extraflow

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

## 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/)

Attract new leads

Qualify my leads

Nurture my leads

Communicate with leads

Salesmsg

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

With DocuSign on Pipedrive, you can integrate your own DocuSign account within Pipedrive!

View document signatures within the deals window, create envelopes to send to your customers with one click, and track signature statuses to keep everyone informed. You can do all this on any Pipedrive plan, no SmartDocs required!

Our freemium integration comes in three tiers, and offers features that Pipedrive's native integration doesn't!

Free Tier (No credit card required)
- View your new and existing DocuSign envelopes from the deal view

Tier 1:
- Send signature requests directly from the deal view
- Track envelope statuses automatically using Pipedrive activities

Tier 2:
- Automatically pass information from your deal into DocuSign templates

Still not convinced? We offer a 15-day free trial, no credit-card required! All plans are cancel anytime!

For more information about our plans and pricing, please visit: https://apps.easycrm.me/plans/dspd

How it works:

First, click on a deal from your Pipedrive dashboard. You will see a list of existing DocuSign envelopes relevant to that deal/person. There, you can create a new envelope automatically populated by the deal's person name and email by clicking "Create an Envelope". Then just upload a document or select a template in your Docusign account and click send! Your customers will receive a link to your document via email!

Need help? Contact us at support@easycrm.me and one of our team will be happy to help!

DocuSign on Pipedrive

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

**Send winning sales quotes in minutes using our proven quoting system!**

[Quoter ](https://www.scalepad.com/quoter/?utm_source=pipedrive&amp;utm_medium=referral)is a modern, cloud-based quoting platform that helps businesses save time, eliminate mistakes, and get paid faster. Our simple template-based system automates the Configure, Price, Quote (CPQ) process so your reps can fire off beautiful quotes in seconds. Seamlessly integrates with PSAs, CRMs, distributors and accounting tools.

**Integration features**

- When creating a Quote in Quoter, you can search for an existing Pipedrive contact and deal or create new ones automatically
- When a Quote is created or updated, the Pipedrive deal will be updated with the value of the Quote
- When a Quote is won or lost, Quoter will update the status of the Pipedrive deal according to the mapping you configure.

Learn more about this integration:
[www.scalepad.com/quoter/integrations/pipedrive](https://www.scalepad.com/quoter/integrations/pipedrive/?utm_source=pipedrive&amp;utm_medium=referral)

Request your demo today:
**[www.scalepad.com/quoter/demo](https://www.scalepad.com/quoter/demo/?utm_source=pipedrive.com&amp;utm_medium=referral)**

Quoter

**Optimize Your Pipedrive Experience with Our Outlook Add-in**
-
Enhance your productivity and streamline your sales processes with SaySync. By integrating directly with Outlook, this tool allows you to manage your Pipedrive contacts, organizations, deals, activities, and notes - all without ever leaving your inbox.

**Key Features:**
- **Effortless Data Entry:** Quickly add new contacts, organizations, deals, activities, and notes directly from Outlook, making data entry seamless and error-free.
- **Instant Data Access:** View essential information at a glance. Our sidebar displays all related contacts, organizations, deals, activities, and notes, allowing you to access the information you need without switching applications.
- **Deal Management Made Easy:** Choose the right deals and update stages and statuses directly within your email workflow. This feature ensures that you always stay on top of your sales pipeline.

**Why Integrate with Outlook?**

Integrating Outlook with Pipedrive through SaySync gives you unique advantages:
- **Seamless Information Management:** Manage all your sales and communication data in one place, saving you valuable time. This integration minimizes the need for multiple tools, reducing the risk of overlooked details and errors.
- **Enhanced Productivity:** By keeping all necessary tools in one interface, you can speed up sales cycles and strengthen customer relationships, ensuring that every interaction is efficiently captured and utilized.

Connect your favorite tools or easily find new ones

Manage contracts

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