**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

# Pipedrive shows you total subscription revenue. We show you why it changed.

Pipedrive's reports tell you what subscription revenue is today, not what moved it. There's no decomposition of new vs expansion, no cohort retention, no lost-reason breakdown, no NRR — just a topline number.

This app is the missing analytics layer for **Pipedrive Subscriptions / Recurring Products**.

## What you get

- **In-deal sidebar panel** with customer-level MRR context
- **Persistent floating dashboard** for org-wide analytics
- **5-component MRR waterfall** — new, expansion, contraction, churn, reactivation
- **Cohort retention heatmap** by acquisition month
- **NRR, GRR, and reactivation rate**
- **Lost-reason segmentation** of churn
- **Multi-currency aggregation** to one reporting currency
- **One-click PDF export** for board decks

## Requirements

Pipedrive **Growth plan or higher** (Recurring Products must be enabled).

## Data and privacy

Your CRM records are read-only: the app never creates, edits, or deletes deals, products, or other business records. The only write-capable permission is webhook management, used solely to register and remove change notifications that keep reports current.

Deals and products are fetched on demand and held in a short-lived per-user cache that auto-expires. OAuth tokens, cached data, and dashboard preferences are deleted promptly on uninstall. Your data is never sold or shared with advertising networks.

Enable payments and tracking

Manage my accounts

MRR & Subscription Reports for Pipedrive

For multi-location businesses that bill high-ticket items over time.

Paycove turns the Pipedrive deal into the quote, the invoice and the payment plan. It charges on schedule, retries declined cards, and recovers the card fee where your state allows it. Each location's money lands in its own Stripe account and its own QuickBooks Online or Xero file.

Career schools, clinics, coaching and certification programs have collected $400M+ through Paycove since 2017.

**What the integration does**

• **Plans built from the deal.** Move a deal into a stage you've set up and Paycove builds the quote, invoice or payment plan from its fields and products, and adds a note with the link.

• **Plans that run themselves.** A deposit plus scheduled charges. Customers can also build their own plan inside the rules you set: minimum down, number of payments, fees.

• **Declined cards retried, ACH offered.** You hear about a payment only if it stays open.

• **Card fees recovered.** Where your state allows it, a disclosed surcharge is added at checkout, with ACH beside it at no card fee. It posts to the books as its own line.

• **Each location's money in its own account.** Every location gets its own template, Stripe account and QuickBooks Online or Xero file, run from one Pipedrive company account.

• **The deal stays current.** Each payment updates the deal, and a paid deal moves to your final "Paid" stage.

• **Quotes signed online.** Customers e-sign before the first payment.

Paycove

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!

We offer several flexible plans. Simply choose the number of documents per month that works best for you. Customize your plan to fit your individual needs, or share your plan for company-wide document generation. All plans come with unlimited templates!

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

How it works:

From your PDF Generator portal, you'll have the option to create PDF templates. Simply upload a blank PDF, name the template, and add your fields in our easy-to-use editor. Each field can automatically draw from Pipedrive fields, saving time in filling out your info. You can even customize the appearance of your fields, including font, color, spacing, and more!

From within Pipedrive, simply click on a deal, and you'll see a list of your templates within the PDF Generator app panel. Select the template you want to generate, click "Fill", input or modify any information, and click "Generate". That's it! You'll receive a fully-generated PDF document ready for use!

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

PDF Generator

## 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

**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

**Qwoty** is an AI-powered CPQ software (Configure, Price, Quote) that helps B2B sales teams create accurate sales quotes, close deals faster, and automate the quote-to-order process directly from their Pipedrive.

**AI-Powered Quote Generation** : Qwoty transforms emails, spreadsheets, or customer requests into ready-to-send quotes in minutes. The AI matches products to your catalog, applies pricing rules and discount thresholds, and generates compliant quotes automatically.

**Interactive Deal Rooms &amp; E-Sign** Replace email back-and-forth with branded digital deal rooms where buyers review quotes, select options, and sign — all in one place. Built-in e-signature supports sequential or parallel workflows with full audit trail.

**Quote-to-Order Automation** Signed quotes automatically convert into structured sales orders. Track invoices, deliveries, subscriptions, and amendments in real time — no manual re-entry, no handoff errors.

**Sales Agreements** Manage framework agreements with negotiated pricing, volume commitments, and commercial terms. Track MRR, ARR, and contract value automatically.

**Seamless Integration** Connect Pipedrive with ERPs &amp;  Billing like SAP, NetSuite, Stripe, and Chargebee etc.  keeping quotes, orders, and invoices aligned across your stack.

**Built for Fast Adoption** Intuitive UX, guided workflows, and zero training required. Sales teams are productive from day one.

Qwoty | eSign, CPQ (Configure, price, quote), CLM

**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

Sheetsyncers connects Pipedrive with Google Sheets and provides an integrated dashboard to help teams monitor and analyze their data more effectively.

Instead of exporting CSV files or manually updating spreadsheets, Sheetsyncers keeps your Pipedrive data automatically in sync with Google Sheets and presents it through a centralized dashboard for reporting and insights.

Sales teams can track pipeline performance, deal progress, and key metrics while continuing to use Pipedrive as the system of record.

🔹 What You Can Sync

Deals

Persons

Leads

Organizations

Activities

Products

🔹 Key Features

📊 Integrated Dashboard

⏱️ Real-Time &amp; Scheduled Sync

🧩 Custom Field Mapping

🧠 No CSVs or Scripts

🔐 Secure OAuth Authentication
Uses Pipedrive’s official API

🔹 Common Use Cases

📈 Sales Reporting

Use the integrated dashboard or Google Sheets to monitor pipeline 
health.

💰 Revenue Forecasting

Build forecasts using live deal data.

🧮 Performance Tracking

Track sales activity and outcomes in one place.

🧪 Data Audits

Identify stalled or incomplete deals quickly.

🔹 Why Choose Sheetsyncers

Live Pipedrive data in Google Sheets

Built-in dashboard for quick insights

Preserves spreadsheet formulas

Works alongside Pipedrive, not instead of it

🔹 Security &amp; Privacy

Sheetsyncers uses OAuth authentication and only accesses data required for syncing. No data is sold or shared with third parties.

Nurture my leads

Communicate with leads

Other use cases

SheetSyncers

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

**Spruce makes running a heat pump business simpler, faster, and more scalable.**

Instead of juggling clunky tools and drowning in admin, Spruce gives installers one seamless platform to manage everything—from first enquiry to final handover.

✅ Respond to leads in minutes, not days

✅ Turn surveys into full system designs in under 20 minutes — while still onsite

✅ Generate detailed heat loss reports and MCS-compliant proposals in a click

✅ Automate DNO, MCS, and handover packs

✅ Collaborate with your whole team in real-time

Installers using Spruce cut their admin by 50–70%, freeing up time to focus on what really matters: delivering great installs and growing their business.

We’re here to remove the friction, so heat pump installers can lead the UK’s transition to low-carbon heating—without all the hassle.

Using Pipedrive integration, you can connect Spruce and Pipedrive accounts to receive updates about Spruce jobs. This includes events like:
- A new job created
- Job status has changed
- Job Estimate was sent, opened, signed, etc.
- A document like heat loss report, quote, proposal or handover pack was opened, downloaded, opened, etc.
- And more!

Connect your favorite apps or easily find new ones

Manage contracts

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