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

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

sevdesk übernimmt die Buchhaltung rechtskonform am deutsch-sprechenden Markt. Damit behalten Gründer, Selbstständige und KMUs den Überblick über ihr Business.

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

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

[Hier sevdesk **kostenlos testen**](https://www.awin1.com/awclick.php?gid=361518&amp;mid=15944&amp;awinaffid=900761&amp;linkid=2458873&amp;clickref=](url))

**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

sevdesk Schnittstelle von PD Experts

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

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

**MAP & PROSPECTING**
- View and (mass-)edit records on map, including custom fields; real-time sync to Pipedrive
- Customize object colors, labels, pop-ups, based on different criteria
- Search local businesses by keywords and add them as records with adjustable field mapping
- Auto-correct errors in addresses & fill in zip and counties
- View heatmaps and isochrones

**FIELD TEAM**
- Plan optimized multi-days routes & calendar meetings for teams while filling in available time between existing meetings. Plan regular visits, continuous multi-day routes
- Script your visit scenarios, configure check-in with geofencing and adaptive forms; data synced to CRM
- Analyze data with AI, including notes, photos and videos,
- Track users’ location & movement history
- Track team’s performance with customizable charts and dashboards

**TERRITORIES**
- Add territories by drawing them on map or selecting zip, counties, census areas
- Auto-assign records to territories & sales reps based on custom criteria
- Add aggregate metrics based on CRM data
- View demographics

**EMBED MAPS**
- Add maps with live data & desired features to websites, dashboards, portals, send by email
- Add buttons & forms to let users enter data & execute actions on embedded maps

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

Mapsly: Map, Routing, Field Sales & Service

Connect your Pipedrive to receive all tl;dv recordings with external participants automatically in the right Pipedrive contact. The tl;dv - Pipedrive integration enables you to:

- Automatically link your tl;dv recordings and notes to an existing contact as a “Note”
- Automatically link your tl;dv recordings and notes to your pipedrive activities as a “Meeting” linked to a contact.
- Create a new contact whenever there is no record of that contact yet
- Automatically link meeting notes from specific tags to corresponding Pipedrive fields. 

Note: Please note that if your google contact doesn't have the name we will automatically give them a name based on the email

tl;dv

Easily transfer the potential customers, that SalesViewer® identified on your website, into your pipelines or lead lists. Your next customer is just one integration away.

SalesViewer® Integration

# [ExtraflowDoc](https://www.extraflowdoc.com/) — Professional &amp; Beautiful Estimates, Quotes, Proposals, Invoices, Agreements, Delivery Notes, Purchase Orders &amp; Work Orders directly from Pipedrive.

## + CPQ (Volume discounts / tiered pricing)

**FOREVER FREE PLAN - 5 docs/month.**

**Available in 32 languages**

## ✨[Quote / Proposal PDF Example](https://www.extraflowdoc.com/kitchen-remodeling-quote-example)✨

### ⚡ Speed up your sales process
- Create professional documents in 2 minutes instead of 20
- Auto-filled from Pipedrive deal data - no manual copy-paste
- Share by link or export PDF quotes instantly

### 🎯 Look professional, win more deals
- Beautifully designed documents that represent your brand
- Consistent formatting across all client-facing documents
- Multi-option quotes (Variant A/B/C) in one document to give clients choices

### ✓ Eliminate pricing errors
- Sync directly with Pipedrive's Product catalog
- Control margins, markups, taxes &amp; fees with flexible pricing logic
- Auto-calculate totals — no more spreadsheet mistakes

### 🌍 Handle complex pricing scenarios
- Multi-currency support
- Global tax handling (VAT, GST, 0%, etc.)

### 👥 Keep your team aligned
- Sync line items from documents back to Pipedrive deals
- Everyone works from the same product catalog and pricing

### 📊 All data stays in Pipedrive
Documents linked directly to deals
No switching between tools

Quotes, Proposals, Estimates, CPQ - ExtraflowDoc

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.

Connect your favorite tools or easily find new ones

Other use cases

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