### Close More Deals with Docspo
Make a lasting impression on your prospects and close more deals with Docspo. Our app allows you to easily create, edit, and send beautiful proposals and contracts right inside Pipedrive.

## Create Personalized On-Brand Proposals
With Docspo, you can design your documents exactly the way you want them. Choose from our selection of professionally made templates, or create your own using our built-in editor.

## Give Your Clients the Best Buying Experience Possible
Docspo's interactive and responsive documents provide your clients with an engaging buying experience. Features such as pricing tables with selectable packages and adjustable quantities, embedded content like videos, backgrounds, forms, and scheduling forms, make sure your clients stay engaged and interested.

Plus, our documents look great on all devices, automatically adapting to provide the best possible viewing experience.


## Streamline Your Sales Process
Docspo integrates seamlessly with Pipedrive, allowing you to send and track all document notifications without leaving the platform. Dynamic tags automatically import information from your contacts and deals, streamlining your sales process and saving you time.

Take your sales game to the next level. Get started for free by signing up on [https://docspo.com](https://docspo.com).

Manage contracts

Docspo - Next Level Proposals with eSign

airSlate combines powerful doc gen, web forms, online PDF editor, redlining, eSignature, no-code workflow automation and more into a single solution.

**Key features:**

- Create documents and packages of documents using doc gen and PDF templates, web forms, spreadsheets and more.
- Route documents between the CRM contacts, internal and external recipients.
- Create new and update existing Pipedrive records based on data entered into a document’s fillable fields.
- Save documents to Pipedrive records or external storage.

**Benefits:**

CREATE DOCUMENT WORKFLOWS

Create document workflows of any complexity. No coding is required.

AUTOMATE WITH EASE

Automate repetitive tasks to save time and avoid errors. With airSlate, you can automate document generation, data merges, document routing and much more.

MANAGE YOUR DATA ACROSS MULTIPLE CLOUD SYSTEMS

Create and update Pipedrive records and move your data and documents across various cloud environments, including NetSuite, Google Drive, OneDrive, Box and many more. No additional connectors are needed.

**About the company**

airSlate is a global SaaS technology company that serves tens of millions of innovators worldwide with its no-code workflow automation, electronic signature and document management solutions. The company's portfolio of award-winning products – signNow, pdfFiller, and airSlate – empowers teams to create, innovate and automate to digitally transform their organizations to run faster and easier.

Attract new leads

airSlate: PDF editor, doc gen, web forms, eSign

**Product / Service / Bundle Configuration**

- Product Catalog with Unlimited Custom Fields
- Guided Product Selection with Embedded Sales Tips and Product Rules
- UpSell / Cross Sell
- Configurable Products, Bundles, Kits
- Inventory Tracking
- Save Popular Product Configurations as Templates

**Pricing Engine for Complex Pricing**

- Price Books / Price Lists to Manage Pricing and Discounts for Groups
- Cost Plus Pricing
- % of Total Pricing
- Recurring Pricing
- Formula / Conditional Pricing
- Volume Pricing (Volume, Tiered, Block)
- Margin / Discount Controls

**Proposal Automation**

- Drag and Drop Custom Template Builder
- Unlimited Custom Templates
- Content Locking to Prevent User Editing
- Content Library for Reusable Proposal Snippets or Supporting Sales / Marketing Content
- HTML and PDF Document Generator and E-Sign
- Multiple Quote Tables per Proposal
- Up to 10 Product Media Files per Product
- Complete Control Over Quote Line Formatting
- Customer Choice - Interactive Quotes with Add-Ons / Upsells
- Conditional or Dynamic Terms / Content
- Multi-Condition Approval Rules
- Collaboration Deal Space 
- Multi-Language

**Flexible Integration Settings**

- Manage Product Library in GleanQuote or Pipedrive
- Start/Edit New Quotes/Proposals Directly from Pipedrive Company / Deal
- All Proposal Activity synced from GleanQuote to Pipedrive
- Line Items synced from GleanQuote to Pipedrive Deal
- Pipedrive fields autofilled into GleanQuote Proposals

GleanQuote CPQ

**Easiest CPQ App to Setup and Use With Your Pipedrive CRM**

**Intelligent Quoting & Proposal Engine**

**Product or Service Quotes**

**Flexible Upsell/Cross-sell Workflows**

**Automatic Proposal Document Generation**

**Product, Pricing, and Approval Rules**

**Pipedrive CRM and Optional Back Office Integration**

Qualify my leads

Manage my projects

Automate my pipeline and data

Support my customers

Mobileforce CPQ

Automating PDF creation has never been easier with PDF Generator! 

With PDF Generator, you can generate PDFs from custom templates. PDF data will be automatically populated using your Pipedrive fields! With support for both default and custom fields, you’ll never have to manually enter data into your PDFs again!

PDF Generator is currently in open Beta! For more information, please visit our website at [https://easycrm.me/pdf-generator/](https://easycrm.me/pdf-generator/) or email us at [support@easycrm.me](mailto:support@easycrm.me)

PDF Generator

Save loads of manual copy-pasting from one system to another while maximizing the data the sales and marketing persons have from their materials. Seidat&Pipedrive integration will automate all aspects of material creating related to deals.

The integration can be used automatically or manually. 

**Automation**

When the automation is triggered, by either moving a deal to a selected stage or the deal filter is met, the automation will copy and update a template from Seidat with all key information. A link will be created and added to Pipedrive's deal. 

Link opens and eSignature status is tracked and Pipedrive actions are created once there are customer actions.

Your meeting notes are automatically added to the deal from Seidat.  

**Manual**

Your Pipedrive users can copy a presentation and create links to it directly from Pipedrive. They also get all the functionality, like link open tracking, eSign tracking, and automated actions based on the actions as well as automatically updated meeting notes from Seidat.

Seidat

Generate documents based on your Pipedrive deals and send them out for fast and secure eSigning.

Build documents: Create new documents based on data from your Pipedrive deals.

Send out documents directly from your deals: Send your documents quickly to every contact linked with your deal.

Save time by adding data (like pricing, contact-info, product data, etc.) directly from Pipedrive into your documents.

Track your documents without leaving Pipedrive: You can follow the status of your sent documents in your deals to see exactly when someone opens your email, views the document and signs it.

Improve your communication: Chat with clients directly on the documents. Plus, record and send personalized videos straight from the app.

Quick and easy to get started. No technical knowledge needed.

Simple Sign

WBudget is a complete system for vendors and service providers to automate their business proposal generation processes.
With just a few clicks, you can set up or copy your items, customers and businesses from Pipedrive and create professionally formatted proposals in PDF format. Then, create an access link and let your customers view, approve and sign them.

WBudget

**Create and Send deal-winning sales quotes in minutes using our Scaido.io system!**

Scaido.io is a SAAS cloud based quoting platform that helps sales teams to outperform by using a simple, user-friendly estimates editor, templates, and bundles to increase the speed and automation of sales processes.

**Integration features**

- Create Deals in Pipedrive and you can have one ore multiple Estimates attached to this Deal
- When creating an Estimate, you can automatically export Deal Products and Custom fields from Pipedrive to new Estimate.
- Use predefined Estimate Templates
- Download Estimate as a PDF file or a send a trackable Public link

Scaido.io - Quotes and Estimates made fast & easy

With the AXDRAFT document automation for Pipedrive, you don’t have to leave your favorite CRM to draft, sign or send out documents anymore. Getting signatures can prove a real bottleneck in your sales cycle. AXDRAFT helps you to remove them from your processes and optimize contract management with automated workflows.

- Create perfect contracts with minimum input from legal
- Organize your workload and easily manage deadlines with automatic reminders
- Navigate your contracts and analyze their performance with built-in metadata
- Transform the work of your department with automated workflows
- Reduce the negotiation cycle with conditional approval
- Offer a modern customer experience to your clients
- Eliminate errors in your contracts

Unlock the potential of your contract workflow, turn out and finalize contracts 8x faster with AXDRAFT.

Other use cases

AXDRAFT Document Drafting

Imponera på dina kunder med proffsiga offerter, avtal och kontrakt som du skickar med Cling direkt från Pipedrive. 

**Laddat med kraftfulla verktyg som hjälper dig stänga fler affärer. 
**
- Smarta notiser & automatisk uppföljning
- SMS och e-post leverans
- BankID signering
- 50+ färdiga mallar 

Med Cling skickar du offerter och avtal som interaktiva webbsidor. Till skillnad från att skicka dina avtal i form av den klassiska PDF:er (som uppfanns på 90 talet) kommer du skicka offerter som: 

- **Ökar din försäljning **- Genom att vara interaktiva kan din kund kan klicka och välja extra paket och tjänster direkt på din offert! 
- **Alltid imponerar** - med 100% mobil responsivitet ser dina offerter lika proffsiga ut oavsett vilken enhet din kund har 
- **Sparar tid** -  Skrev du fel i offerten? Inga problem. Redigera dina underlag i realtid. Glöm att exportera, ladda upp och skicka om gamla PDF:er. 

Börja använda den här Pipedrive- Cling integrationen för att skicka offerter som vinner mer och fler affärer snabbare.

Cling -  Avtal & e-signering

Increase efficiency, reduce errors, and sync data across systems to create a more productive sales process. 

Contractbook enables Pipedrive users to leverage opportunities to directly generate contracts in an end-to-end contract management platform.

- Increase deal speed and volume by streamlining contract-related processes for your sales reps at every stage of the process. Eliminate development resources needed to integrate systems and sync data both ways consistently.

- Spend more time with prospects to uncover solutions by automating the manual to-do’s involved with contract creation, approvals, data entry, and more. 

- Reduce friction from contract back-and-forth for a more seamless sales cycle. Set the stage of an optimal customer experience even before they’re closed as customers.

Connect your favorite tools or easily find new ones

Manage contracts

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