**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**

Attract new leads

Qualify my leads

Manage contracts

Manage my projects

Automate my pipeline and data

Support my customers

Mobileforce CPQ

**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.

Nurture my leads

SaySync

The Microsoft Business Central Integration seamlessly connects Pipedrive with Microsoft Business Central, enabling automatic syncing of customers, products, invoices/orders and updating sales data in real time. You can view the organisation's financial details in the custom panel of Pipedrive and create invoices/orders in Microsoft Business Central when a deal stage changes in Pipedrive. The advantages include real-time data updates, a replay option for failed syncs, flexible field mappings, and tailored sync rules.

### What’s New?

- **Easy B2C Customer Management:** Convert your Pipedrive person/people into new customer entries in Microsoft Business Central, streamlining your CRM and accounting processes.
- **Simplified Invoicing:** Our integration allows invoice creation using only the deal value, eliminating the need to specify individual products.

### Key Features

1. **Automatic Deal to Invoice or Order Creation:** Transform Pipedrive deals directly into invoices or orders with real-time status updates in the deal notes.

2. **Financial Metrics:** View the financial metrics of organizations that include invoice details directly in Pipedrive from Microsoft Business Central under the Organisation page.

3. **Replay Unsuccessful Integrations:** Our Replay feature for failed syncs, accessible from the deal notes, ensures you never miss an invoice integration.

4. **Manual Company Creation:** Manually create or update organisations from Pipedrive as customers in MSBC.

Business Central Integration

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

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.

Communicate with leads

Clustdoc

Danish CVR Lookup integration is a simple tool that helps you manage clients data in your Pipedrive CRM without having to manually enter data into CRM fields.

All you need to do is enter the CVR number or name. Required company data, like address, contacts, financial data, number of employees, company type and industry code, will be automatically fetched and populated. As Virk.dk is the official database of Danish businesses, the data fetched is reliable and accurate. This, in turn, benefits the sales and marketing teams.

### Key features

1. **Easy Data Updation:** Add all the information about your clients using the company name or CVR number in just one click.

2. **Financial Data Update:** You can now view the past three years of finances of the added organization with a valid CVR number.

3. **Bulk Update:** You have the option of updating multiple customer data with organizations in bulk.

4. **Organization Data Update:** Organization data will be automatically added to your CRM when a new organization is created in the CVR Lookup app.

5. **Data from Official Databases:** The Danish CVR Lookup app can help you fetch data from the authorized public source which is Virk.dk, to populate the fields in CRM.

6. **Custom data mapping:** The mapping window in CVR Lookup allows you to sync the essential organization data with your CRM easily.

Danish CVR Lookup

> **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

Manage my accounts

Data Stone - Enriquecimento

Close more deals by sending documents made to impress. With this app, you can create, edit and send beautiful proposals and documents with a few clicks inside Pipedrive.

** Create personalized on-brand proposals. ** You can design your document the way you want it with the built-in editor or pick one of the professionally made documents from our template gallery.

** Give your clients the best buying experience possible. **A well-crafted buying experience will serve your business much better than sending static PDFs to customers viewing. Docspo's interactive and responsive documents are guaranteed to impress your clients.

- ** Encourage upsell:** Add pricing tables with selectable packages and adjustable quantities
- ** Engage your recipients: ** Add embedded content such as backgrounds, videos, forms, and scheduling forms
- ** Looks good on all devices: ** No matter what device your client uses, the document will automatically adapt to provide the best possible viewing experience

** Streamline your sales process. ** With this app, you'll be able to send and track all document notifications without leaving Pipedrive. Use dynamic tags to import information from your contacts and deals automatically.

Get started for free by signing up on https://docspo.com

Docspo - Proposals & eSignatures

**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

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

### Qwoty is the new platform for signing your deals

Qwoty starts from a simple premise: for sales, sending quotes is too often an obstacle course.

Qwoty CPQ's brings together all the features you need to move forward with your prospects and complete your deals:

🗃️ Management of a connected, up-to-date and shared price/product/service database

🌐 Editing your marketing and visual elements, simply and quickly

📝 Simple, secure and up-to-date management and editing of your contracts

🛫 Simple and secure sharing externally with your prospects and the right decision-makers

✍️ Smooth and fast electronic signature on the right documents (contracts, T&Cs, quotes, etc.)

🤑 Management and optimization of invoicing by sending the right data to the right place 

### Quotes management connected to Pipedrive : 

- Set up in 1 minute.
- Create an offer in just a few clicks, without leaving Pipedrive.
- View offer information in Pipedrive 
- Automatic synchronization of lead, account and transaction information
- Pipeline automation management

Enable payments and tracking

Qwoty

RapidVerify is a cutting-edge integration for Pipedrive that streamlines the income and identity verification process for your contacts. As a salesperson or business owner, knowing your customer is an essential part of establishing trust and credibility. RapidVerify makes this easier and more efficient by natively embedding itself into the Pipedrive CRM.

Key Features:

1. **Automated Verification Requests**: Elevate your workflow with the ability to automatically initiate identity and income verification as deals move through specified stages in Pipedrive. This ensures no lead goes unverified at critical moments in the sales pipeline.

2. **Seamless Integration**: RapidVerify natively integrates with Pipedrive, allowing users to request and manage income and identity verification of contacts without leaving the CRM.

3. **Faster Sales Cycle**: By verifying the identity and income of contacts early in the sales process, RapidVerify helps you qualify leads faster and focus on closing deals.

Benefits:

1. **Improved Efficiency**: Automating the verification process saves time and resources, allowing you to focus on what's important - closing deals.

2. **Risk Reduction**: Reduce the risk of fraud and ensure that you are dealing with legitimate contacts by verifying their identity and income.

RapidVerify revolutionizes the way Pipedrive users manage their sales process by offering advanced automation for income and identity verification.

Connect your favorite tools or easily find new ones

Manage contracts

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