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!

Manage contracts

Automate my pipeline and data

DocuSign on Pipedrive

**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

**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

Paycove is an automated billing and payments solution that directly connects to Pipedrive, turning deals into professional quotes, invoices, and contracts. It eliminates manual data entry by automatically pulling customer and product information from your Pipedrive CRM to generate accurate documents in seconds. 

The integration with Pipedrive automates and speeds up your sales cycle by: 

• Triggering actions directly from your pipeline: Automatically create and send quotes or invoices when a deal moves to a specific stage. 
• Ensuring data accuracy and visibility: All deal data, custom fields, payments, and document status are bi-directionally synced, so your team always has real-time, comprehensive information within Pipedrive. 
• Streamlining revenue collection: Customers receive a secure, branded payment link with options for credit card, ACH, or subscriptions, and the deal is automatically marked as "paid" in Pipedrive when a payment is processed. 
• Providing automated follow-up: Set up customizable reminders to automatically chase unpaid invoices, improving cash flow without extra effort from your sales team. 
• Offering e-signature support: Expedite the sales process by allowing customers to digitally sign quotes and contracts online.

Enable payments and tracking

Paycove

## Pennylane x Pipedrive, la finance enfin au coeur de votre CRM

Améliorez la productivité de vos équipes commerciale et finance en connectant Pipedrive et [Pennylane](https://www.pennylane.com/fr/).

Devis, facturation et suivi des ventes sont enfin accessible à votre équipe Sales depuis Pipedrive ! 

- Transformez vos affaires gagnées en factures sans quitter Pipedrive.
- Envoyez les factures à vos clients depuis Pipedrive
- Créez vos client Pennylane automatiquement lors de la création des devis et factures
- Suivez vos factures Pennylane et leur statut de paiement au quotidien depuis Pipedrive

Diminuez le délai d'encaissement grâce à un processus de devis/facturation efficace !

## Pennylane

Pennylane est le seul outil qui réunit tout ce dont votre entreprise à besoin : 
- Facturation simplifiée
- Gestion des achats
- Compte & carte pro
- Trésorerie en temps réel
- Comptabilité complète
- et bien plus encore grâce à des centaines d'intégrations possibles !


**Pas encore client Pennylane ? [Contactez-nous](https://heybilly.io/contact) pour une démonstration personnalisée de Pennylane et des possibilités de l'intégration**

-----

*Disponible uniquement en France / Available only in France*

*Cette application est exclusivement conçue pour le marché français et est uniquement disponible en langue française. Veuillez noter que l'assistance et les fonctionnalités peuvent être limitées si vous utilisez l'application en dehors de la France.*

Pennylane

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

**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

- Close deals remotely, quickly, securely and with fewer admin steps
- Send agreements for signature directly from Pipedrive, sign on any device: Phone, laptop, or tablet
- Delight your clients with your branded signing experience
- Monitor real-time status of documents in progress
- Connect signed documents to Pipedrive automatically
- Integrated eID to authenticate your signatories' identity, with coverage in Sweden, Norway, Finland, Denmark, Belgium, Germany, the Netherlands and globally with Onfido

Scrive

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

### Verimor SMS ve Bulutsantral Entegrasyonu

  Verimor entegrasyonu, Pipedrive'ı Türkiye mevzuatına uyumlu bir iletişim merkezine dönüştürür. BTK lisanslı telekomünikasyon operatörü
  Verimor, satış ekiplerinin müşterileriyle doğru zamanda ve doğru kanaldan iletişim kurmasını sağlar.

  Pipedrive'daki her önemli olayda otomatik SMS gönderin: yeni kişi, fırsat oluşturma, kazanma/kaybetme, aktivite ve not güncellemeleri anında
  müşteriye bildirilir. İsim, fırsat başlığı ve tutar gibi dinamik alanlarla kişiselleştirilen şablonlar sayesinde her mesaj profesyonel ve
  markanıza uygundur.

  Pipedrive kişilerinizi tek tıkla Verimor rehberine aktarın, kayıtları güncelleyin ve gruplandırın; SMS kampanyalarınızı zahmetsizce yönetin.

  Türkiye'de ticari elektronik ileti için zorunlu olan İYS (İleti Yönetim Sistemi) uyumu entegrasyonun merkezindedir. Onay durumlarını otomatik
  aktararak yasal yükümlülüklerinizi yerine getirir, olası cezaların önüne geçersiniz.

  Verimor bulutsantral altyapısıyla çağrı kayıtlarınızı kişi kartlarına işleyerek tüm iletişim geçmişinizi tek ekranda toplarsınız.
  Süreçlerinizi hızlandırın, müşteri memnuniyetini artırın.

  Not: Bu entegrasyon yalnızca Türkiye pazarına yöneliktir; arayüz ve hizmet desteği yalnızca Türkçe sunulur.

Verimor SMS & IYS

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.

Manage my projects

WBudget

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.

Connect your favorite apps or easily find new ones

Manage contracts

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