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.

Manage contracts

Other use cases

PandaDoc - Proposals, e-signatures, and CPQ

Apollo.io is an end-to-end sales platform that provides sales and marketing teams access to verified contact data for over 275 million B2B contacts, along with tools to engage and convert these contacts in one unified platform.

Connect Apollo and Pipedrive to enhance efficiency, improve data accuracy, and maintain a database that your team can trust. Apollo’s seamless bi-directional sync ensures that information between both platforms stays up-to-date and consistent, minimizing time-consuming administrative work and manual data entry. Empower your team to focus on what truly matters – building meaningful relationships with prospects.

Key benefits of the Apollo-Pipedrive integration:
- Bi-directional sync of contact and account data, including both default and custom fields
- Flexibility to push records to Pipedrive automatically based on a specific stage, or manually select them as needed
- Consistent, reliable data to improve outreach efforts across both platforms
- Ability to easily push Pipedrive contacts into Apollo to engage them via multi-channel sequences
- Access to the most up-to-date information for better prospect outreach and accurate reporting

Attract new leads

Qualify my leads

Nurture my leads

Communicate with leads

Automate my pipeline and data

Apollo.io

Import2 is a 1-click data migration software that helps you to move all historical data from your legacy software into Pipedrive. All your contacts, companies, deals, notes, activity history, tasks and attachments from your existing app will be transferred automatically. Import2 replaces CSV import tools as a faster and simpler solution for your data migration needs.

Import2

# ExtraflowDoc helps your team cut document prep time in Pipedrive by up to 80%

- Auto-fill quotes and documents from deal data, products, and custom fields  
- Eliminate manual data entry and repetitive work  
- Store all documents directly inside your Pipedrive deals  
- Create accurate, ready-to-send documents in seconds  

### Flexible pricing
- Pay based on document limits (unlimited users)  
- Or get unlimited documents with per-user pricing  

### Built for
Construction, contractors, suppliers, resellers, rentals, IT services, trades, and more


### Create quotes, estimates, proposals, invoices, agreements, purchase orders, work orders, and other sales documents natively in Pipedrive with [ExtraflowDoc.](https://www.extraflowdoc.com/)

## All Features for Pipedrive: 

https://www.extraflowdoc.com/integrations/pipedrive

🌍 **Available in 32 languages**

⚡️ **Auto-fill client data &amp; products** from your CRM

🔁 **Sync customer, deal, and product information** directly from Pipedrive

📦 **Use the Pipedrive product catalog** directly in document creation

✏️ Or **manually add any item** with a custom description and images

✔️**📄 E-Signatures**

**CPQ** (Volume Discounts, Tiered Pricing)

- ✅ 4X faster document preparation
- ✅ +30% increase in win rate
- ✅ Auto-fill client data from your CRM

## 10 best examples of quotes, proposals, and estimates:  
[https://www.extraflowdoc.com/document-examples](https://www.extraflowdoc.com/document-examples)

Enable payments and tracking

Quotes, Proposals, Estimates, eSign - ExtraflowDoc

Duplicates mess with data in sales, marketing, CS and AI. With Dedupely, you can find and merge all related records at once, whether it’s two, three, or a dozen scattered across your CRM. Set up automatic deduping to prevent future duplicates, so your data stays accurate without constant manual cleanup.

**Core:**  
✔ Unlimited matching and merging  
✔ Unlimited users  
✔ Unlimited integrations  
✔ Unlimited support (chat, email, and Zoom)  

**Features:**  
✔ Deduplicate contacts, organizations, leads, and deals  
✔ Merge duplicates in bulk, one-by-one, custom, or automatically  
✔ Match and merge by any native or custom fields  
✔ Ignore common terms and customize merge rules  
✔ See every duplicate in one view, no more merging one pair at a time  

💾 **Bulk-merge thousands of duplicates in minutes:** 
Dedupely continuously scans your Pipedrive, detecting duplicates the moment they appear. Find and merge all your duplicates and merge them in minutes. Or set up auto merge to remove all manual deduping. 

🔒 **Secure data handling:** Dedupely is ISO27001, ISO27017, and ISO27018 certified, ensuring secure data handling and GDPR compliance.

💬 **Unlimited Support:** Chat, email, or jump on a Zoom call whenever you need help. Set up Dedupely exactly the way you want it with full access to our support team.

[Website](https://dedupe.ly/) - [Pricing](https://dedupe.ly/pricing) - [Support](https://dedupe.ly/contact) - [Security](https://dedupe.ly/security)

Dedupely

# Pipelook: your Pipedrive CRM meets your Outlook mailbox

> No more endless back-and-forth switching between your CRM and your inbox!

Our Outlook add-in lets you connect your Pipedrive account to your mailbox. When reading an e-mail, you will be able to open a sidepanel connected to your CRM.

## Main features

### Automatic contact lookup

When opening the sidepanel, we search your CRM contacts for matching persons. If someone is found, we'll show you the associated data; otherwise, you can add a new person to Pipedrive in one click.

### Manage deals

You can view the deals associated with the sender of the mail, right from the sidepanel. A simple form can be used to setup a new deal.

### Schedule activities

Someone's inviting you to lunch in an e-mail? Simply open the sidepanel and schedule the upcoming activity. It'll land instantly in your CRM. Of course, we also show you the list of related activities.

### Multi-platform compatibility

Our add-in is designed so it can bring your CRM to your mailbox, no matter your work environment. We currently support Outlook for Windows, Outlook for macOS and Outlook on the web.

### Requirements

A recent version of Outlook is required for Pipelook to work. Legacy Office versions relying on IE11 or EdgeHTML webviews are not supported. For more about which webview is in view, read [this article from the Office documentation](https://learn.microsoft.com/en-us/office/dev/add-ins/concepts/browsers-used-by-office-web-add-ins).

Manage my accounts

Outlook connector — Pipelook

Pulling data out of Pipedrive for further analysis? Hitting reporting limitations or the inability to blend Pipedrive data with data coming from other business systems? Unable to share Pipedrive reports with colleagues that don’t have access?

We’ve been there. Streamline reporting, analysis, and visibility by syncing Google Sheets or Excel with your live Pipedrive data. Integrating Google Sheets or Excel with Pipedrive allows you to go far beyond manual spreadsheet imports. Automate operational reports, trigger custom alerts, and more.

Sales operators use Coefficient to increase productivity and enable better reporting. Using the Coefficient UI, teams can build unlimited custom reports and blend data with other business systems – such as a data warehouse, payment system, or analytics platform – without ever leaving your spreadsheet.

Custom Report Builder
Keep your spreadsheets performant and clean by creating imports with only the data you need. As you need more, simply add new fields to your import.

Automated Data Updates
Say goodbye to stale data. Select the frequency that you’d like to see fresh Pipedrive data in your spreadsheet and we’ve got you covered.

Custom Notifications
Automatically notify your team on an immediate, daily, or weekly basis depending on your use case. Want to trigger closed won deals into Slack? Want to trigger an email alert when an opportunity hasn’t been touched recently? The sky’s the limit.

Coefficient

- Sync Pipedrive contacts into Constant Contact to save time and ensure your lists are up-to-date
- Segment Pipedrive-synced contacts further to create customized, targeted email and SMS messaging.
- Set up personalized automated communications, such as welcome emails or thank you series, based on synced contact activity.

Support my customers

Constant Contact

This powerful Google Sheets add-on seamlessly connects with Pipedrive, enabling two-way data sync between your CRM and spreadsheets. Perfect for sales teams, managers, and operations pros who want greater visibility and control over their pipeline.

🔄 **Key features**

**Import Pipedrive data:** Pull data from deals, persons, organizations, activities, leads, and products using saved filters or import everything from your account.

**Custom field selection:** Choose exactly which fields to display and organize them how you want.

**Two-way sync:** Make changes in your sheet and push updates back to Pipedrive with a click.

**Collaborative settings:** Share filter setups and column preferences with your team for a unified workflow.

**Scheduled syncing:** Automate refreshes to keep your sheet up to date.

**Activity logs and status tracking:** See latest sync timestamps and monitor data flow with detailed tracking.

💰 **Pricing:** Start free with core sync features, then upgrade anytime for advanced tools, unlimited syncs, and team plans.

👉 [View full pricing plans here](https://pipedrivesheets.com/#pricing)

**Get started free** — install now and experience seamless CRM-to-Sheets integration.

PipedriveSheets

Qwilr for Pipedrive helps automate sales content, get deals signed and paid faster. Create beautiful, personalized proposals, quotes, pitch decks, customer onboarding docs and more with the click of a button in Pipedrive. Track what buyers care about and create sales experiences that wow and drive revenue.

**Electronic signatures + payment options**

Add legally-binding electronic signature fields to proposals for faster approval. Let buyers accept and pay on the spot with the options embedded in the document.

**Page tokens to personalize every document**

Qwilr can pull custom and standard fields from Deals, Organisations (Contacts), People (Contacts) and Leads.

**Engage and upsell buyers with pricing**

Qwilr content is all built on the web, engaging buyers with interactivity and the ability to upsell with extra products or services using our interactive quote and pricing feature.

**Template library**

Shorten the time it takes to create sales material with ready-made templates sales reps can generate instantly from Pipedrive.

**Track document status and expiry**

Never leave Pipedrive with Qwilr document status, links and expiry syncing directly to your Pipedrive records.

Qwilr Proposals, Quotes, Esign and More

Dreamdata is a B2B Activation &amp; Attribution Platform that provides the most complete B2B customer journey map anywhere.

This empowers B2B marketing teams to orchestrate smarter GTM plays and measure how those efforts impact revenue, without relying on support.

- **Precise targeting:** Build audiences using unlimited filtering, including Pipedrive data, and activate them by syncing to all major ad platforms.

- **Intent Signals:** Trigger targeted activities on the right buyers at the right time using AI-identified intent signals and notifications.

- **Sync conversions:** Automatically feed reliable pipeline data back with one-click conversion syncs so your campaigns optimize for revenue, not just clicks.

- **Scalable reporting:** Customize your reports, filtering them by any field in Pipedrive, so you can measure performance and deliver reports that are easy to understand, always accurate, and aligned with your unique GTM.

Dreamdata is easy to implement and built to grow with you as KPIs, teams, and business grow.

This keeps marketing at the centre of revenue impact and aligns your team and leadership around a single clear view of what’s working and when.

Used by thousands of B2B marketing teams worldwide, achieving results like improving ROAS by 68%, growing ROI by 20%, and slashing CAC by a third. Start with Dreamdata Free today.

Dreamdata: B2B Activation and Attribution

**MAP & PROSPECTING**
- View and (mass-)edit records on map, including custom fields; real-time two-way sync
- Customize markers, labels, pop-ups; colorize records by any property
- Search local businesses by keyword and add them as records with field mapping
- Auto-correct errors in addresses and fill in zip & counties
- View weighted heat maps, isochrones, and find records by distance

**FIELD TEAM**
- Plan optimized multi-day routes for entire teams in one run, with overnight stops for long-haul trips
- Truck-aware navigation; recurring visits; travel-aware calendar with conflict detection
- Script visit scenarios; check-in with geofencing & adaptive forms; data synced to CRM
- Track users' location & movement history; mobile app for iOS and Android
- Analyze visit data — notes, photos, videos — with AI (custom prompts); team dashboards

**TERRITORIES**
- Draw territories from zip codes, counties, census tracts
- Auto-assign records to territories & sales reps based on custom criteria
- Roll-up metrics per territory based on CRM data
- Overlay 50,000+ US Census demographic layers

**EMBED MAPS**
- Add live maps to websites, portals, or dashboards; send by email
- Personalize portal maps per logged-in user with custom buttons & forms

**NO-CODE AUTOMATION**
- Execute actions by button, schedule, or automatically — no code
- Create/update records, send email/SMS, call external APIs
- Search by custom criteria including driving distance/time, then execute actions

Connect your favorite tools or easily find new ones

Other use cases

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