**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

Nimbata is a leading call tracking software helping marketers to track and improve their call performance by providing key insights that drive smart optimizations. Nimbata’s users have access to 30+ marketing & call reports, AI call tracking features like call summaries & keyword spotting, and 15+ integrations.

In just a few seconds, you can set up your Pipedrive integration and automatically send call insights with your very first call. Here are some things you can do with the Nimbata + Pipedrive integration:

- Automatically create new contacts
- Update Pipedrive’s data with new caller insights from callers’ information like caller name to attribution like the campaigns that generated the call
- Create custom Pipedrive fields to match with Nimbata’s fields like conversation transcriptions or tags
- Calculate lead scores within Pipedrive based on caller behavior, web visits, and attribution.

💡 Note: You can also use Nimbata’s intuitive automation builder to maintain quality within your CRM by sending only valid calls as contacts.

Nurture my leads

Communicate with leads

Other use cases

Nimbata

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

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.

**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

# [Quoting, Estimating, Invoicing &amp; E-Signatures — ExtraflowDoc](https://www.extraflowdoc.com)

Create beautiful quotes, estimates, proposals, invoices, contracts, purchase orders, work orders and custom documents directly in Pipedrive.

## 100+ Beautiful Document Examples

See what you can create:
https://www.extraflowdoc.com/document-examples

## 135+ Ready-to-Use Templates &amp; Sections

Build professional documents faster with ready-made sections for pricing, scope of work, payment schedules, timelines, testimonials, signatures, warranties, company information and more.

## Advanced Quotation &amp; CPQ

Manage markups, profit margins, taxes, discounts, fees and volume discounts. Add multiple pricing tables and pricing options to one document. Control what clients see in the PDF.

## Pipedrive Integration

Automatically populate documents with deal, customer, company and custom field data.

Search and add products from your Pipedrive catalog, including photos.

Update deal products and values directly from your documents with Pipedrive synchronization.

## 32 Languages

Create documents in 32 languages, including English, Spanish, French, German, Italian, Portuguese, Dutch, Polish, Turkish...

## Reusable Templates

Create document templates and save individual sections for reuse across future documents.

## Shared Media Library

Store and share your team's photos and other media in one place.

## E-Signatures

Send documents to clients and collect signatures online.

Quotes, Proposals, Estimates, Docs - ExtraflowDoc

Radar puts everything you are carrying on one screen: a radar whose rings read Today, 7, 14, 30 and 90 days. It reads your open Pipedrive deals and the activities assigned to you, adds your calendar and task lists, and tells you when something is closing in and your calendar has no room left for it.

• Deals going quiet: each open deal is ranked by what puts it at risk: a close date coming up, no next activity booked, weeks without activity, activities gone overdue.
• Every warning says why, factor by factor.
• Activities assigned to you, overdue first. Tick one off in Radar and say what happened: your note is written to the activity in Pipedrive as it is marked done.
• Time for the work: say how many hours something needs and Radar finds free time in your calendar before the date.
• One click to the deal or activity in Pipedrive.

Radar never sends an email and never changes anything in Pipedrive on its own. It reads only what is assigned to you or owned by you, and deletes what it read when you disconnect.

UK company, Neos Technologies Ltd. Credentials are encrypted and never reach the browser.

Radar — deal and deadline radar

**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.

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Manage contracts

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