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

- Build proposals and contracts from Pipedrive deals. Customize new documents in minutes with templates and a dedicated content library.

- Send documents for eSignature from within Pipedrive. No need to buy and connect a separate eSignature tool as every PandaDoc subscription includes legally-binding eSignatures.

- Create interactive quotes with pre-populated data from your Pipedrive records. Enable online payments to collect credit card, PayPal, or ACH payments right from the documents you send.

- Add CRM details to documents on the fly. Save time with PandaDoc variables: Add contact, opportunity, pricing and product data to your docs automatically.

- Track document statuses without leaving Pipedrive. Choose the perfect time to follow up with document analytics that shows how your customers interacted with each document.

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 & eSignatures

Use Pipedrive’s Smart Docs to create a new document, either from scratch or by using a template.  Save time and avoid errors by auto-filling your document with Pipedrive data from any field –  an easy and quick way to personalize your documents. Or upload a PDF into Smart Docs. 

Then simply choose “create an envelope in DocuSign” and set up the required fields (i.e., specify recipients, customize the email message and add DocuSign fields). Once you’ve sent your envelope, you’ll receive status updates when the envelope has been viewed, signed and completed – all directly in Pipedrive! 

[Learn more about Smart Docs.](https://support.pipedrive.com/en/article/sales-documents-beta)

DocuSign

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

### [Extraflow](https://extraflow.io) lets you create professional quotes, estimates, proposals, and bids directly inside Pipedrive

- 🚀  **Speed up quoting** – Create, customize, and send proposals 50% faster
- 📄 **Multiple pricing options** – Show different packages in one quote
- ⚡ **Autopopulate deal data** – Instantly pull clients, products, and details from Pipedrive deals
- 🛒 **Product catalog &amp; tax management** – Add items, set taxes, and apply discounts effortlessly
- ⚙️ **Custom fields** – Tailor quotes to your business needs with fully editable fields
- 🌍 **Multi-language** – Create quotes and proposals in **32+ languages**
- **🎨 Beautiful documents** – Stand out with professional covers and full-size images
- 💰 **Unlimited users from just $49/month**

### Beautiful examples: [Quotes Examples](https://extraflow.io/quote-templates)

#Quote generation tool #Quotation management #Sales quoting #Angebotssoftware #Bid management #Online quoting #Logiciel devis #Software cotización #Software quotazione #Software cotações #Offertesoftware #Offertprogramvara #Oprogramowanie ofert #Software nabídky #Tarjousohjelmisto #Tilbudsprogramvare #Programmatūra piedāvājumiem #Kainos prognozavimo #Teklif yazılımı

 #Vorschlagssoftware #Logiciel proposition #Software propuesta #Software proposta #Voorstelsoftware #Förslagsprogramvara #Oprogramowanie propozycji #Software návrhy #Ehdotusohjelmisto #Programmatūra priekšlikumiem #Pasiūlymų programinė įranga #Ettepanekute tarkvara

Automate my pipeline and data

Extraflow Quotes, Proposal, CPQ, Estimates, Bids

Put an end to repetitive, time-consuming tasks and focus on what you love: selling! Let Oneflow handle the monotonous work while you work wonders on your deals!

- Create, manage and send proposals and contracts to your B2C or B2B prospects for secure, qualified and legally binding e-signatures

- Auto-populate deal information with data from Pipedrive, including product informations, contact persons and company details 

- Send interactive proposals and contracts with a few clicks directly from Pipedrive. Oneflow contracts are in-browser, data-first and fully responsive, no matter what device you are using.

- Negotiate and edit proposals on the fly, even after sending, to close deals faster. Let your prospects make changes that are updated live, without back and forth emails.

- Track your B2B and B2C prospect interaction with auto-notifications

- Stay up to date with contract status for every deal 

- Personalize proposals with welcome videos or screen recordings to walk prospects through your proposal

- Not all eSignatures are the same. Oneflow’s Pipedrive integration ensures 100% secure and legally binding eSignatures

- Get started with our cloud-based solution in just minutes and reap the benefits in days

Contract magic by Oneflow for Pipedrive

**Easiest CPQ App to Setup and Use With Your Pipedrive CRM**

**Intelligent Quoting & Proposal Engine**

**Product or Service Quotes**

**Flexible Upsell/Cross-sell Workflows**

**Automatic Proposal Document Generation**

**Product, Pricing, and Approval Rules**

**Pipedrive CRM and Optional Back Office Integration**

Attract new leads

Qualify my leads

Manage my projects

Support my customers

Mobileforce CPQ

**Product / Service / Bundle Configuration**

- Product Catalog with Unlimited Custom Fields
- Guided Product Selection with Embedded Sales Tips and Product Rules
- UpSell / Cross Sell
- Configurable Products, Bundles, Kits
- Inventory Tracking
- Save Popular Product Configurations as Templates

**Pricing Engine for Complex Pricing**

- Price Books / Price Lists to Manage Pricing and Discounts for Groups
- Cost Plus Pricing
- % of Total Pricing
- Recurring Pricing
- Formula / Conditional Pricing
- Volume Pricing (Volume, Tiered, Block)
- Margin / Discount Controls

**Proposal Automation**

- Drag and Drop Custom Template Builder
- Unlimited Custom Templates
- Content Locking to Prevent User Editing
- Content Library for Reusable Proposal Snippets or Supporting Sales / Marketing Content
- HTML and PDF Document Generator and E-Sign
- Multiple Quote Tables per Proposal
- Up to 10 Product Media Files per Product
- Complete Control Over Quote Line Formatting
- Customer Choice - Interactive Quotes with Add-Ons / Upsells
- Conditional or Dynamic Terms / Content
- Multi-Condition Approval Rules
- Collaboration Deal Space 
- Multi-Language

**Flexible Integration Settings**

- Manage Product Library in GleanQuote or Pipedrive
- Start/Edit New Quotes/Proposals Directly from Pipedrive Company / Deal
- All Proposal Activity synced from GleanQuote to Pipedrive
- Line Items synced from GleanQuote to Pipedrive Deal
- Pipedrive fields autofilled into GleanQuote Proposals

GleanQuote CPQ

### Xero Integration Overview
Transform Your Sales-to-Finance Operations

**Features**:
- ✅Automatic Deal to Invoice/Quote Creation
- ✅Financial Metrics
- ✅Replay Unsuccessful Integrations
- ✅Manual Company Creation

**Key Business Benefits**:

 **1. Eliminate Manual Work**
- No double data entry between systems
- Automated organisation, customer, product and invoice/quote creation

**2. Real-time financial data syncing**
- Stay Informed and In Control
- Instant notifications for sync actions in deal activities
- View Xero invoice status directly in Pipedrive deals

**3. Fix failed syncs with "Replay" option**
- Update deals and re-sync to reflect changes

 **4. Start with Free Expert Onboarding**
-  Personalized setup for your Pipedrive account
- Custom guidance for your specific needs

Start your free trial with 15 credits today!
[**Book a free 30-minute onboarding session**](https://meetings.hubspot.com/cloudify/app-assistance) and let us transform your billing process.

### **Integration features**
- **Automatic Deal to Invoice/Quote Creation:** Transform deals into invoices with real-time updates
- **Financial Metrics**: View Xero invoice details in Pipedrive
- **Replay Failed Syncs**: Recover unsuccessful integrations
- **Company Creation**: Create Xero customers from Pipedrive
- **B2C Management:** Convert Pipedrive contacts to Xero customers
- ****Simple Invoicing**:** Create invoices using only deal values
- **Product Sync**: Synchronize products between platforms

Xero

**About**

*Paycove is a 5 star rated app that streamlines and automates your account receivables workflow. In addition to Pipedrive, Paycove integrates with Xero, Quickbooks, Stripe, Zapier and more.*

### **Docs & Quotes**

Streamline document preparation and quotation processes, enhanced with seamless e-sign integration.

### **Invoices & Payments**

Facilitate effortless billing and payment collection, incorporating real-time transaction notifications.

### **Reporting & Analytics**

Harness the power of data with comprehensive reporting tools, enabling data-driven decision-making.

### **Collections**

Optimize your revenue recovery with our advanced collections tools, ensuring timely payments.

### **Global Tax & Accounting**

Stay compliant effortlessly across borders with automated tax calculations and bookkeeping. Quickbooks & Xero integrations allow you to automatically sync your quotes, invoices and payments.

Enable payments and tracking

Paycove

**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

Click2Contract enables you to adapt and scale the best deal closing practices of modern growth companies. The app provides you with the simplest possible process from Pipedrive via proposal to eSigned and archived contracts, allowing your sales team to be kept up-to-date with the progress of proposals. All follow-up and reporting processes are integrated with Pipedrive's standard features and both sales reps, sales lead, customer success and legal get their needs satisfied. 

Key features:

**The process**

- Export to a new proposal customer details, products and custom data fields from a deal

- Select which content should be editable by a salesperson to optimize the process

- Automate actions followed by eSigning: set deals' status as "won," move them between pipelines or upload PDF contracts to deals

**Follow up and reporting**

- Get automatic notifications upon openings and proposal dates via the App panel

- Change stages automatically when a proposal is sent, opened or accepted (eSigned) 

- Use automated stage and status changes to build performance reporting in Pipedrive Insights

**Legal**

- Easy-to-use eSigning that works on all devices

- Automatically archive all accepted proposals/contracts or upload them to Pipedrive as PDF

**Customer experience**

- All proposals and contracts are visual and responsive

Click2Contract

> **Este aplicativo foi desenvolvido para operar de maneira abrangente e eficaz na língua portuguesa.**

Para iniciar o processo, dirija-se ao canto superior direito da tela e identifique o ícone claramente marcado como "**Data Stone**". Ao clicar neste ícone, será exibida uma janela onde você deverá inserir o CNPJ da empresa que servirá como parâmetro para a busca das informações desejadas.
Após inserir o CNPJ, o sistema realizará uma busca abrangente e precisa, compilando os dados disponíveis da empresa correspondente. Recomendamos uma **verificação** cuidadosa para garantir a precisão e integridade das informações recuperadas. Certifique-se de que todos os detalhes estão corretos e atualizados.

Uma vez confirmada a exatidão dos dados, o próximo passo é clicar de forma consciente no botão designado como "*CRIAR ORGANIZAÇÃO*". É essencial ressaltar que essa ação é irreversível e resultará na inclusão **automática** da organização identificada no seu CRM.

Com esse aplicativo é possível enriquecer a organização com os seguintes dados:

- Natureza Jurídica 
- Faturamento presumido 
- Capital social
- Segmento 
- Porte
- Fundação
- CNAE
- Entre outros

Este procedimento oferece uma maneira eficiente e segura de adicionar novas organizações à sua base de dados, facilitando o ***gerenciamento*** e acompanhamento de informações relevantes para o seu negócio.

Para verificar valores, entre em contato com um especialista via contato@datastone.com.br

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Manage contracts

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