> **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

Qualify my leads

Manage contracts

Manage my accounts

Data Stone - Enriquecimento

**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.

Automate my pipeline and data

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

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

Mit Lexware hat man Angebote, E-Rechnungen und die Buchhaltung in wenigen Minuten erledigt. Alle Daten sind smart verknüpft und somit jederzeit verfügbar. Optimal mit Lohnabrechnung und Geschäftskonto

Mit der Schnittstelle zwischen Pipedrive und Lexware ersparen Sie sich das manuelle Anlegen der **Stammdaten** und können **Rechnungen** direkt aus Pipedrive erstellen. 

[Hier finden Sie **weitere Informationen**](https://pd-experts.com/integration-pipedrive-lexware/) 

[Hier Lexware **kostenlos testen**](https://go.lexware.de/awin/?cid=1000&amp;pid=1000&amp;pdata=13787-900761&amp;utm_medium=affiliate&amp;utm_source=13787-1754133488&amp;utm_campaign=affiliate-awin&amp;sv1=affiliate&amp;sv_campaign_id=900761&amp;awc=13787_1754133488_4af0aefea24bb24241983b61227373c6&amp;em_src=affiliate&amp;em_cmp=13787-1754133488/affiliate/affiliate-awin//)

**Hinweis**: Wir empfehlen für die Verwendung (genau wie Pipedrive - [siehe hier](https://support.pipedrive.com/de/article/which-browser-is-best-for-pipedrive)) Chrome oder Edge (und zur Not auch noch Firefox).

Enable payments and tracking

Support my customers

Other use cases

Lexware Schnittstelle von PD Experts

**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

Manage my projects

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

Outlook Integration

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

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.

Communicate with leads

**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

**Deliver professional, accurate quotes in less time with QuoteWerks.**

QuoteWerks is a powerful Configure, Price, Quote (CPQ) solution that helps sales teams streamline quoting, reduce errors, and close deals faster. Trusted by over 35,000 users worldwide, QuoteWerks makes it easy to create branded quotes and proposals while keeping your Pipedrive deals up to date.

Unlike lightweight proposal tools, QuoteWerks provides deep quoting capabilities including real time distributor pricing, product sourcing, and interactive online quotes with electronic approvals and payments through QuoteValet. This gives your team the ability to handle both simple and complex sales scenarios with confidence.

**Integration features**
- Create and update quotes directly from your Pipedrive deals
- Search and pull People, Organizations, and Products from Pipedrive into QuoteWerks
- Automatically update deal values when quotes are created or changed
- Attach PDFs and emails from QuoteWerks to the associated Pipedrive deal
- Log quote activities and track approvals inside Pipedrive
- Sync new and updated contacts, deals, and products to keep both systems aligned

With QuoteWerks and Pipedrive working together, you can automate your sales process, gain visibility across the pipeline, and deliver a seamless customer experience.

[Learn more about this integration](https://www.quotewerks.com/pipedrive.asp)

[Book your demo today](https://www.quotewerks.com/reqdemo.asp)

QuoteWerks

**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

Connect your favorite tools or easily find new ones

Manage contracts

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