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.

Attract new leads

Manage contracts

airSlate: PDF editor, doc gen, web forms, eSign

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

Automate my pipeline and data

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

With Lumin, user can create, send and track Lumin contract within Pipedrive, and perform these actions in a contact, company or deal in Pipedrive. You and your team can track the status of contracts without leaving Pipedrive. With this integration you can:
- Create and send contracts to signers within Pipedrive
- Manage contract status in contact, company or deal screen
- View contract history and details like contract status, senders and due dates.

Lumin - Pipedrive integration is the process of connecting Pipedrive with Lumin to enable Lumin share data on Pipedrive.

Support my customers

Lumin

**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

The Visma e-conomic Integration app seamlessly connects Pipedrive with e-conomic, automatically syncing customers, products, and invoices/orders and updating sales data in real-time. Directly view financial details of organisation in the custom panel of Pipedrive, and create invoices/orders in e-conomic when a deal stage changes. 

### What’s New?

- Easy B2C Customer Management: Convert your Pipedrive contacts into new customer entries in e-conomic, streamlining your CRM and accounting processes.
- Simplified Invoicing: Our integration allows for invoice creation using only the deal value, eliminating the need to specify individual product.

### Key Features
1. Automatic Deal to Invoice or Order Creation: Transform Pipedrive deals directly into invoices or orders with real-time status updates in the deal notes.
2. Financial Metrics Overview: You can view the financial metrics of organizations that include invoice details directly in Pipedrive from e-conomic under Organization tab.
3. Replay Unsuccessful Integrations: Our Replay feature, accessible from the deal notes, ensures you never miss an invoice integration again.
4. Manual Company Creation: Step up your data management game by manually creating or updating organizations from Pipedrive as customers in e-conomic.
5. Product Sync: Elevate your product management efficiency with seamless synchronization of product data from Pipedrive to Visma e-conomic with each integration cycle.

Visma e-conomic Integration

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

With the AXDRAFT document automation for Pipedrive, you don’t have to leave your favorite CRM to draft, sign or send out documents anymore. Getting signatures can prove a real bottleneck in your sales cycle. AXDRAFT helps you to remove them from your processes and optimize contract management with automated workflows.

- Create perfect contracts with minimum input from legal
- Organize your workload and easily manage deadlines with automatic reminders
- Navigate your contracts and analyze their performance with built-in metadata
- Transform the work of your department with automated workflows
- Reduce the negotiation cycle with conditional approval
- Offer a modern customer experience to your clients
- Eliminate errors in your contracts

Unlock the potential of your contract workflow, turn out and finalize contracts 8x faster with AXDRAFT.

AXDRAFT Document Drafting

**What is Blueink?**

 Blueink is an advanced eSignature solution that simplifies the document signing process, making it easy to send, sign, and manage electronic documents securely.


**What is Blueink App Integration?**

Blueink offers integrations with various applications, including Pipedrive, to enhance workflow efficiency. The integration enables users to manage document signing seamlessly within their existing software environment.


**How does the Blueink App on Pipedrive Integration Work?**
 
The Blueink integration with Pipedrive allows users to:

- **Create Envelopes**: Users can initiate document signing workflows directly from Pipedrive by creating BlueInk envelopes.
- **Send for Signature**: Documents can be sent for signature without leaving the Pipedrive interface, streamlining the process for sales teams.
- **Track and Manage**: Monitor the status of documents within Pipedrive, ensuring visibility into the signing process and enabling timely follow-ups.

Connect your favorite tools or easily find new ones

Manage contracts

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