**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)**

Manage contracts

Automate my pipeline and data

Quoter

Paycove is an automated billing and payments solution that directly connects to Pipedrive, turning deals into professional quotes, invoices, and contracts. It eliminates manual data entry by automatically pulling customer and product information from your Pipedrive CRM to generate accurate documents in seconds. 

The integration with Pipedrive automates and speeds up your sales cycle by: 

• Triggering actions directly from your pipeline: Automatically create and send quotes or invoices when a deal moves to a specific stage. 
• Ensuring data accuracy and visibility: All deal data, custom fields, payments, and document status are bi-directionally synced, so your team always has real-time, comprehensive information within Pipedrive. 
• Streamlining revenue collection: Customers receive a secure, branded payment link with options for credit card, ACH, or subscriptions, and the deal is automatically marked as "paid" in Pipedrive when a payment is processed. 
• Providing automated follow-up: Set up customizable reminders to automatically chase unpaid invoices, improving cash flow without extra effort from your sales team. 
• Offering e-signature support: Expedite the sales process by allowing customers to digitally sign quotes and contracts online.

Enable payments and tracking

Paycove

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

HOW IT WORKS: It's simple! You will set up a document (or template) in Formstack Documents, integrate it with Pipedrive to send your data to that document and we’ll send you a merged copy.

With our various document types, you can create professional-looking documents that will fit right in with your business. Whether you need a secure PDF, a dynamically generated document, or the flexibility of a Word/Excel/PowerPoint – Formstack Documents supports it all.

Once you've created your merged document, you can choose from one of Formstack Documents' powerful delivery options, such as email, saving it in the cloud, or sending it to a 3rd party.

Formstack Documents

Automatically track expiration dates and send reminders for the renewal of contracts, permits, licenses, warranties and more.

Let Expiration Reminder create deals or activities in Pipedrive when contracts are about to expire so your sales team can act quickly.

Manage my projects

Expiration Reminder

Power up Pipedrive with comprehensive document generation, CPQ, and eSigning functionality that can manage the entire sales cycle in a single tool.

PandaDoc is a document automation and CPQ (configure, price, quote) software that streamlines the process of creating, configuring, pricing, quoting, approving, and e-signing proposals, quotes, and contracts.

- Build proposals and contracts from Pipedrive deals with templates and guided product configuration for error-free quotes.
- Configure complex products and apply automated pricing rules to ensure consistent pricing across your sales team.
- Send documents for eSignature from within Pipedrive - no separate eSignature tool needed as every subscription includes legally-binding eSignatures.
- Create interactive quotes with pre-populated data from Pipedrive records and enable online payments for credit card, PayPal, or ACH payments.
- Track document and quote statuses without leaving Pipedrive with analytics showing customer interaction with each document.
- Streamline approval workflows to maintain pricing governance while accelerating your sales process.

It’s fast and easy to get started, no coding required. Try it free at www.pandadoc.com/integrations/pipedrive.

Other use cases

PandaDoc - Proposals, e-signatures, and CPQ

With Proposable's Pipedrive integration, you can quickly create dynamic web-based proposals from your Pipedrive deal data for a polished proposal workflow that your team will love. 

Once you’ve sent a proposal, all activity is shown in the related Pipedrive deal for a complete history: proposal views, comments and PDF downloads all documented in one place. Once your proposal is accepted, your deal is automatically marked as  "won" in Pipedrive.

Main Benefits:

1. Create and send beautiful and trackable proposals to your contacts that you can finally be proud of

2. Close your deals quicker with integrated eSigning inside your proposals

3. Keep all your proposal activity synced to your Pipedrive account

With Proposable,  your company can create, deliver, and track all your proposals and sales documents without headaches. Why not try Proposable for free today?

Proposable

CaptureFast is the world’s first cloud-based and mobile-first solution for document and data capture. It relieves the inefficiency caused by too many paper documents in business processes and the strong dependence on manual labor.
The CaptureFast mobile app allows users to snap a picture of any paper document and transfer the image to the web-based cloud platform without the need for any special hardware like scanners.
First, create your template from our web-based platform. Then, choose the relevant template for your capture. Snap a picture of your document, and that’s it! Now you are ready to verify the data captured.

**FEATURES OF CAPTUREFAST
**
•	Upload empty document for template creation
•	Choose your template
•	Add templates to favorites
•	Snap a picture of your paper document
•	Preview the capture and retake if necessary
•	Mobile verification of capture
•	Transfer capture to our web-based platform
•	View document/capture history
•	Switch between teams

CaptureFast

## All-in-One Pipedrive SMS, MMS, Calling, &amp; Ringless Voicemail Software

⭐ ⭐ ⭐ ⭐ ⭐ 
## [Read our G2 Reviews!](https://www.g2.com/products/salesmsg/reviews)
⭐ ⭐ ⭐ ⭐ ⭐ 

[Salesmsg](https://www.salesmessage.com/?utm_source=pipedrive&amp;utm_medium=marketplace&amp;utm_campaign=app) makes it easy to send and receive SMS text messages and phone calls from Pipedrive.

### 📱SMS/MMS Texting
- Two-Way Texting from Pipedrive
- Bulk SMS Marketing
- Local, toll-free, landline, and short code numbers
- Text Images, Videos + More
- Automatic Text &amp; Call Logging
- A2P 10DLC &amp; Toll-Free Compliance
- **New!** AI Textbots &amp; Smart Workflows

### 📞 Calling
- Call Anywhere
- Click-to-Call
- Call &amp; Voicemail Transcriptions, IVR
- STIR/SHAKEN Compliance and CNAM Registration
- **New!** Manage calls with Call Queue and Power Dialer
- **New!** Connect with multiple participants in one call
- **New!** Pass calls to the right person with Call Transfer

### ☎️ Ringless Voicemail
- Direct Ringless Voicemail Drops
- Text-to-Speech
- Custom Voices in Text-to-Speech
- Drop Ringless Voicemails via Broadcast, Trigger or Workflow

**Sign up for your 14-day FREE Trial**

[https://www.SalesMessage.com](https://www.salesmessage.com/?utm_source=pipedrive&amp;utm_medium=marketplace&amp;utm_campaign=app)

*"Decreased no-shows by 45%" - Greg Hickman @ System.ly*

*"Salesmsg tripled our sales in 60 days!" - Brian Moran @ Samcart*

[See Our Case Studies](https://customers.salesmessage.com/)

Attract new leads

Qualify my leads

Nurture my leads

Communicate with leads

Manage my accounts

Support my customers

Salesmsg: SMS Texting & Calling

Join millions who benefit from online scheduling, meeting, e-signing and automated content sharing. With ClientPoint, it's all in one place.

Empower every member of your team with ClientPoint. Nurture leads more effectively, propose and close deals faster, serve and grow clients better and transform your most valuable business relationships.

Our Pipedrive integration allows you to take your single source of truth (your CRM) and make it dance so that your most important business relationships come to life.

ClientPoint

Say goodbye to scattered buyer communication, incorrect data entry, and unexplained lost deals in the pipeline. With GetAccept for Pipedrive, you can enjoy a streamlined and automated sales process without leaving your CRM.

GetAccept for Pipedrive is integrated via a Chrome extension; it simplifies proposal creation, document tracking, and obtaining eSignatures for contracts.

Key features:

- Centralized document management: Store and personalize sales documents in one place.

- Build and manage proposals with dynamic videos, meeting summaries, sales decks, pricing tables, and much more – all from your Pipedrive environment.

- Flexible pricing tables: Automatically pushes product data stored in Pipedrive into dynamic pricing tables. The quote is modern-looking, error-free, and responsive on all devices.

- Document tracking: Get real-time notifications when recipients interact with your documents.

- Identify hidden stakeholders: Know who views, shares, and engages with your content to refine your strategy.

- Live collaboration: Efficiently communicate within documents with chat and comments.

- Secure eSignatures: Send documents for electronic signing directly from Pipedrive. Once the signature is complete, the signed PDF copy will seamlessly return to your CRM for secure storage.

- Make your Pipedrive CRM your single source of truth: Effortlessly store recipient input and signed contracts in Pipedrive. Automatically mark the deal as closed won upon contract signing

Connect your favorite tools or easily find new ones

Manage contracts

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