**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

Manage contracts

Automate my pipeline and data

Scaido.io - Quotes and Estimates made fast & easy

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

Enhance your Pipedrive experience with seamless document generation and eSigning capabilities, streamlining your entire sales process within a single tool.

Effortlessly craft proposals and contracts directly from your Pipedrive deals using customizable templates.

Send documents for eSignature right from Pipedrive, eliminating the need for separate eSignature tools, as every BoloForms subscription includes legally-binding eSignatures.

Generate quotes populated with data from your Pipedrive records.

Easily incorporate CRM details into your documents on-the-fly with BoloForms variables, automatically including contact, opportunity, pricing, and product data.

Stay informed about document statuses without leaving Pipedrive, and leverage document analytics to determine the ideal time for follow-up based on customer interaction.

Get started quickly and easily with no coding required. Experience the efficiency firsthand by trying it out for free at https://signature.boloforms.com/settings?type=INTEGRATIONS

Other use cases

BoloForms Signature

Clientjoy's Pipedrive App helps you to directly move your 'Closed Won' Deals in Pipedrive as 'Clients' into Clientjoy. Once a Client is created in Clientjoy, you can log in to Clientjoy and offer a Stellar Client Experience.

It includes:

Ability to build White-Labelled Client Portals that integrate with 1000+ Apps including Click up, Google Data Studio, Airtable, Figma, Canva etc.
Ability to create and send One-Time, Split or Recurring Invoices with Auto-Reminders
Native and Powerful integrations with Stripe, Paypal and Payoneer for Payment Collections
Ability to create and send Documents like Contracts, Proposals, Quotes and Estimates to get them e-Signed

Clientjoy's integration with Pipedrive will help you reduce your Turn around Times across your Client Life-Cycle from Prospect to Payment.

Enable payments and tracking

Clientjoy - Portal for your Clients

Company VAT Lookup integration with Pipedrive can help streamline your sales process by auto-populating company data using VAT number or company name.  

You can map company data for various fields. Specific data fields vary by country. Data fetched from reliable sources can benefit the sales and marketing teams.

### Official Data Sources
[Australia](https://abr.business.gov.au/) | [UK](https://www.gov.uk/government/organisations/companies-house) | [Switzerland](https://www.uid.admin.ch/) | [Finland](https://www.prh.fi/en/kaupparekisteri.html) | [Norway](https://www.brreg.no/) | [Denmark](https://datacvr.virk.dk/data/)

### Key features

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

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

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

4. **Data from Official Databases:** The Company VAT Lookup app can help you fetch data from authorized public sources and populate your CRM with data.

5. **Custom data mapping:** The mapping window in VAT Lookup allows you to sync the essential organization data with your CRM easily. For this, select the country from the dropdown menu and map appropriate information of a company located there.

Nurture my leads

Company VAT Lookup

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.

Contractbook for Piperdrive

**Send your documents for electronic signature and track them in real time**

Send your documents and contracts to your customers in a few clicks, directly from Pipedrive. Your prospects can view and sign these documents from any platform and from anywhere. Track the status of your documents in real time from Pipedrive to know if they have opened your email, viewed or signed the document.

**Create and edit your documents directly from Pipedrive**

The integration of Eurosign in Pipedrive allows you to automatically complete your documents with transactional data from your CRM, such as company details, phone number, address... The list of recipients as well as the content of Pipedrive's standard and custom fields will be filled in automatically. Avoid time-consuming tasks!

**Transparent pricing and personalized service**

Eurosign is a solution with competitive rates and high quality service. We are committed to offering a service with prices that are fair and transparent, as well as a personalized and individualized service: our customer support is ultra responsive, available and does everything possible to answer your questions and accompany you according to your needs.

**A fast and secure integration**

The integration between Pipedrive and Eurosign is fast, easy to set up and simple to use with direct access from our cloud application. Once the integration is done and activated, you will only need to create/add your own signature templates.

Qualify my leads

Eurosign eSignatures

HOW IT WORKS: It's simple! You will set up a document (or template) in Formstack Documents, integrate it with Pipedrive to send your data to that document and we’ll send you a merged copy.

With our various document types, you can create professional-looking documents that will fit right in with your business. Whether you need a secure PDF, a dynamically generated document, or the flexibility of a Word/Excel/PowerPoint – Formstack Documents supports it all.

Once you've created your merged document, you can choose from one of Formstack Documents' powerful delivery options, such as email, saving it in the cloud, or sending it to a 3rd party.

Formstack Documents

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

### Key Features

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

2. **Financial Data Update:** Updating financial data of organizations that includes invoice details directly in Pipedrive from Fortnox with a mere click using the custom panel.

3. **Replay Unsuccessful Integrations:** Bid goodbye to missed invoice integrations with our distinctive replay feature accessible from the deal notes.

4. **Manual Company Creation:** Step up your data management game by manually creating or updating organizations from Pipedrive as customers in Fortnox.

5. **Product Sync:** Elevate your product management efficiency with seamless product synchronization from Pipedrive to Fortnox with each integration cycle.

6. **Personalized Sync Setup:** Customize the sync experience with intuitive preferences and field mapping options allowing for an integration setup that mirrors your business needs perfectly.

Fortnox Integration

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

[Quoter ](https://www.quoter.com/?utm_source=pipedrive.com&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.quoter.com/integrations/pipedrive](https://www.quoter.com/integrations/pipedrive/?utm_source=pipedrive.com&utm_medium=referral)

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

Quoter

sevdesk is a German bookkeeping tools which covers the needs of the German speaking market. Therefore, the following description is not translated to English.

sevdesk ist Deutschlands beliebtestes **Buchhaltungssoftware**. Mit der Schnittstelle zwischen Pipedrive und sevdesk ersparen Sie sich das manuelle Anlegen der **Stammdaten** und können **Angebote** und **Rechnungen** direkt aus Pipedrive erstellen. 

[Hier finden Sie **weitere Informationen**](https://pd-experts.com/schnittstelle-pipedrive-sevdesk/) und auch einen  Link, um **sevDesk** zu **testen**:

sevdesk - Pipedrive Verbindung

Setting up the integration is done directly in your SIPSIM personal account, ensuring ease and speed **without the need for additional IT specialists**.

After successful integration into Piper Drive, **all contacts, calls, and conversation recordings** are automatically saved, providing a complete history of customer interactions. This enhances transparency and deepens understanding of customer relationship dynamics.

The automatic creation of CRM deals based on calls, along with their automatic assignment to **funnels and responsible team members**, simplifies sales management, increasing efficiency and optimizing the sales funnel.

Additionally, the integration offers the flexibility to configure **automatic tasks** for different call scenarios, such as answered, missed, or outgoing calls. This helps businesses efficiently manage customer interactions, improving accountability and timely responsiveness to customer inquiries.

Connect your favorite tools or easily find new ones

Manage contracts

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