The Conga integration with Pipedrive gives salespeople the power to create, send, track and sign sales documents online and on any device, anywhere.

You can easily create accurate and professionally branded presentations, quotes, proposals and contracts. Work with our templates or automate the creation of your frequently used documents. Finished documents can be shared and tracked with the possibility to be collaborative documents for eSignatures.

The integration allows data to be referenced from a Pipedrive deal, and from there on, it can be automatically generated and populated to a pricing table. Additionally, the data reference helps to quote and price deals accurately and consistently.

Manage contracts

Conga

Note: This Integration is only available in Portuguese

ContaAzul is an easy-to-use online platform for organizing your business. You can centralize all the information from your business and automate flows.

After closing a sale or a new contract, you need to forward it to the financial department, which might result in delays in your billing process, and even in losing some of the deals. This is where ContaAzul provides a great solution by helping you organize two parts of your business in one go: Sales and finance. So instead of wasting time organizing documents and your company's financials, outbid your competitors in winning new business.

Pipedrive is the optimal tool to monitor your sales process. The integration between ContaAzul and Pipedrive was created for you to connect finance and sales better, working with the same data, avoiding retyping of customer and product information. 

The deal marked as “won” in Pipedrive is taken to ContaAzul, where you can issue invoices and tickets and control received payments. For retail, the data is synchronized with inventory control.

ContaAzul

This app is available in Portuguese, English and Spanish. Give Pipedrive a boost with this integration. Keep using Pipedrive to manage your sales funnel. When you need to formalize a deal head over to Docsales.com, import the opportunity data, select the products or services you’d like to sell, review pricing and commercial conditions and send the data to your customer. Keep an eye on your docs with DocSales Analytics that tracks when the document is opened or shared by the customer.

Once your customer eSigns the sales document, we’ll update the opportunity.

DocSales

POR

O ERPFlex é um dos líderes em software de gestão no Brasil, oferecendo uma solução na núvem para a indústria, serviços e comércio de distribuição e varejo. A 1ª solução na núvem com backoffice e e-commerce nativo em uma única plataforma tecnológica.

A integração entre os dois sistemas permite enviar dados do Pipedrive para o ERPFlex, ou seja, todos os negócios criados no Pipedrive e que possuam o status Ganho, serão importados para o ERPFlex e se tornarão orçamentos, para posterior faturamento.

ENG

Note that ERPFlex software is in Portuguese.  ERPFlex is one of the leading cloud management software providers in Brazil and is ideal for small and medium businesses looking for an overview of their financial management, service providers and products. 

The integration provides a way to send data from Pipedrive to ERPFlex. All information connected to a "Won" deal will be synced to ERPFlex, allowing users to use this information for budgeting and billing.

Manage my projects

ERPFlex

**Boost your productivity and efficiency with the integration of iSignature.io and Pipedrive, powered by Make.** 

This powerful integration allows you to create, customize, and send signature requests directly from Pipedrive, using iSignature.io's advanced email signature solutions. No need for extra software or cumbersome processes.

Key Features and Benefits:
- Automatically create contract once deal is moved to a specific stage
- Send signature requests to your Pipedrive contacts using their email address, broadening your reach and potential business opportunities​​.
- Request up to 10 people’s signatures on a document, perfect for deals involving multiple parties​​.
- Check who has signed the document and receive email notifications every time someone adds their signature, allowing you to keep track of your deals' progress in real time​.
- Leverage the power of Make to drive agility and empower both technical and non-technical teams to build and automate complex workflows in minutes​.

Enjoy unlimited scenarios and real-time execution with Make's user-friendly platform, which offers custom user roles that can work together and share templates and scenarios between a limitless number of teams and workspaces​​.

eSignatures.io

NiftyQuoter is an online proposal software designed to create and manage business proposals and quotes. The integration between NiftyQuoter and Pipedrive can:

- Import existing clients from Pipedrive and use their data when creating proposals
- Export new clients from NiftyQuoter to Pipedrive
- Export proposals from NiftyQuoter as deals to Pipedrive
- Automatically update deals linked to proposals (status, stage, total value)
- Save outgoing emails to Pipedrive by BCCing emails to Pipedrive's dropbox email

NiftyQuoter

Use the Pipedrive-Proposify integration to streamline your sales process. Connect your Proposify proposals with deals in Pipedrive, and we'll automatically update your deals as they progress through the sales cycle. Proposify notifies you when prospects view proposals, so you can follow up just at the right time.

Whenever clients view proposals, leave comments or accept offers. You can specify which deal stage deals should be moved to once a proposal has been created and sent.  New proposals can also be linked to existing deals in Pipedrive. Put a stop to copy and paste or find and replace! 

Import contacts from Pipedrive to Proposify and auto-populate proposals with variables like name, business name, email, address, website and phone number.

Improve the signing-time of proposals by 60%. 

Proposify’s easy-to-use online signature tool lets clients sign your proposal right away, directly in the browser.

Proposify

QuoteWerk’s sales quoting and proposal solution integrates with Pipedrive via TanamiGold by Gold Rush Technology. 

QuoteWerks provides flexible quoting and proposal templates. It also gives users direct access to the prices of some vendors, existing accounting or other databases. 

QuoteValet delivers quotes as online shopping carts that include online acceptance and immediate payment options, so you know when your prospect views your quote. 

Leasing, recurring billing, bundles and a quote configurator are just some of the available features.

TanamiGold provides full bi-directional integration between QuoteWerks and Pipedrive. Look up your contacts in Pipedrive, add them to the quote and link them to a deal. If a deal does not already exist, you can create one when you save the quote. Select which address appears on “Sold To”, “Ship To” or “Bill To”. Map fields both ways, so you transfer information to QuoteWerks when you add contacts to a quote. Transfer information to Pipedrive when you save your quote.

When saving your quote, you can update the deal, pipeline stage, close date, probability, deal value and status. Add/edit/delete activities on your deal. Add notes and pin them to the deal.

When printing/emailing your quote, upload the PDF version of the quote to your deal.
QuoteWerks is fully customizable and works with a wide range of industries. Deliver quotes or full proposals in minutes and spend more time working on sales.

QuoteWerks

You know what they say: Time is money. Smart Docs helps you save time so you can make more money. In fact, this powerful feature helps companies expedite a deal’s closing by 6 days on average. 

Here are some things you can do with the Smart Docs add-on:

- Step up your sales cycle with a tool that turns your documents into automated, and pre-populated assets that push your proposals towards closing   
- Create documents and auto-populate them with Pipedrive data to save time and eliminate human error 
- Set up and customize templates to promote team efforts and enhance cross collaboration 
- Track open documents in real time and know whenever a prospect is looking at your document. Use this insight to reach out to them and strike while the deal is hot 
- Send legally-binding eSignatures from within Pipedrive to close deals faster

Smart Docs

**Discover a seamless way to manage your sales and finances with the Zoho Books and Pipedrive.com integration powered by Make**. 

By combining the advanced financial capabilities of Zoho Books with the robust CRM features of Pipedrive.com, we bring you a comprehensive solution that boosts productivity, streamlines operations and enhances communication.

Key features:
- Consolidate sales and finances – Manage your sales pipeline and finances in one place by integrating Zoho Books’ comprehensive suite of finance tools with Pipedrive’s CRM capabilities.
- Automate workflows – Automate your workflow by syncing contact details, invoices and sales orders between Zoho Books and Pipedrive, saving you precious time and reducing the risk of errors.
- Real-time updates – Any updates or changes you make in Pipedrive are instantly reflected in Zoho Books, keeping all departments on the same page.
- Effective decision making – By combining sales and financial data, you can make better, more informed business decisions.

Connect your favorite tools or easily find new ones

Manage contracts

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