**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 contracts

Manage my projects

Automate my pipeline and data

Support my customers

Mobileforce CPQ

### [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

Other use cases

Extraflow Quotes, Proposal, CPQ, Estimates, Bids

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

FastBill automatisiert tägliche Abläufe und bringt Ordnung in Rechungen, Belege und Banking. 

Mit der Schnittstelle zwischen Pipedrive und FastBill 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-fastbill-mit-installationsanleitung) und auch einen  Link, um **FastBill** zu **testen**:

Enable payments and tracking

Manage my accounts

Fastbill von PD-Experts

**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

Automating PDF creation has never been easier with PDF Generator! 

With PDF Generator, you can generate PDFs from custom templates. PDF data will be automatically populated using your Pipedrive fields! With support for both default and custom fields, you’ll never have to manually enter data into your PDFs again!

We offer several flexible plans. Simply choose the number of documents per month that works best for you. Customize your plan to fit your individual needs, or share your plan for company-wide document generation. All plans come with unlimited templates!

Still not convinced? We offer a 15-day free trial, no credit-card required! All plans are cancel anytime!

How it works:

From your PDF Generator portal, you'll have the option to create PDF templates. Simply upload a blank PDF, name the template, and add your fields in our easy-to-use editor. Each field can automatically draw from Pipedrive fields, saving time in filling out your info. You can even customize the appearance of your fields, including font, color, spacing, and more!

From within Pipedrive, simply click on a deal, and you'll see a list of your templates within the PDF Generator app panel. Select the template you want to generate, click "Fill", input or modify any information, and click "Generate". That's it! You'll receive a fully-generated PDF document ready for use!

Need help? Contact us at support@easycrm.me and one of our team will be happy to help!

PDF Generator

- Close deals remotely, quickly, securely and with fewer admin steps
- Send agreements for signature directly from Pipedrive, sign on any device: Phone, laptop, or tablet
- Delight your clients with your branded signing experience
- Monitor real-time status of documents in progress
- Connect signed documents to Pipedrive automatically
- Integrated eID to authenticate your signatories' identity, with coverage in Sweden, Norway, Finland, Denmark, Belgium, Germany, the Netherlands and globally with Onfido

Scrive

**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

The Fortnox Integration seamlessly connects Pipedrive with Fortnox, enabling automatic syncing of customers, products, and invoices, and updating sales data in real-time. Directly view financial details organisation in the custom panel of Pipedrive, and create invoices/orders in  Fortnox when a deal stage changes. Pipedrive Fortnox integration advantages include real-time data updates, replay option for failed syncs, flexible field mappings, and tailored sync rules.

### Key Features

1. **Automatic Deal to Invoice or Order Creation:** Transform Pipedrive deals directly into invoices or orders, equipped with real-time status updates in the deal notes.

2. **Financial Data Update:** Updating financial data of organizations that includes invoice details directly in Pipedrive from Fortnox with a mere click using the custom panel.

3. **Replay Unsuccessful Integrations:** Bid goodbye to missed invoice integrations with our distinctive replay feature accessible from the deal notes.

4. **Manual Company Creation:** Step up your data management game by manually creating or updating organizations from Pipedrive as customers in Fortnox.

5. **Product Sync:** Elevate your product management efficiency with seamless product synchronization from Pipedrive to Fortnox with each integration cycle.

6. **Personalized Sync Setup:** Customize the sync experience with intuitive preferences and field mapping options allowing for an integration setup that mirrors your business needs perfectly.

Fortnox Integration

Danish CVR Lookup integration enhances your Pipedrive CRM by automating organization data management and streamlining lead generation. Simply search using CVR numbers, company names, or leverage our advanced search filters to find and add Danish organizations to your CRM.

Get instant access to verified company data including:

- Detailed company information
- Financial data from the last three years
- Address and contact information

Data is fetched directly from Virk.dk, Denmark's official business database, ensuring reliability and accuracy for your sales and marketing teams.

**What's New:**

**Find Leads Option:** Discover potential clients using advanced filters:

- Location (postal code/municipality)
- Employee count
- Industry type
- Organization status

**Global Search:** Quick organization search using names or CVR numbers.

**Contact Sync:** Automatically create associated contact records when adding organizations.

### Key features
1. **Easy Data Updates:** One-click organization data import using CVR number or name
2. **Financial Insights:** View three years of financial history for organizations
3. **Bulk Updates:** Update multiple organizations simultaneously
4. **Automated Data Entry:** Auto-populate CRM fields when creating new organizations
5. **Official Data Source:** Direct integration with Virk.dk for accurate information
6. **Custom Mapping:** Flexible field mapping for organizations and contacts

Nurture my leads

Danish CVR Lookup

### **CPQ: Structure a sales journey for your team**
Generate error-free quotes quickly. With native Pipedrive integration, easily configure custom prices and products. Qwoty is a 100% no-code solution, requiring no technical or development skills.

👉 **Create error-free quotes with Qwoty CPQ**
- Product catalog
- Complex pricing management
- Cross-sell and up-sell
- Contract library
- Internal offer approvals



### **Sales Rooms: Boost your ROI on sales investments**

Discover the power of Sales Rooms with Qwoty! Centralize all offer-related information in a secure space, simplifying communication between your team and clients. Reduce back-and-forth exchanges and avoid confusion with an intuitive, dynamic interface. Transform each proposal into a seamless experience to maximize your closing success!

👉 **Turn your sales team into top performers with our Dealroom**
- Unlimited offer templates
- PDF export
- Custom branding
- Automated reminders



### **eSignatures: Shorten your sales cycles**

Save time by reducing the delivery delay of your offers with an eSignature solution integrated into Pipedrive. Avoid back-and-forth exchanges and get your documents signed online. Simplify the client experience, giving your sales team a decisive advantage.

👉 **A smooth customer journey with eSignatures**
- EIDAS compliant
- SMS OTP


👉 **Accelerate with our smart automations**
- Multiple Integrations (Pennylane, Quickbooks, Sage, Stripe, SAP, Salesforce...)
- API

Qwoty

### 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

Save loads of manual copy-pasting from one system to another while maximizing the data the sales and marketing persons have from their materials. Seidat&Pipedrive integration will automate all aspects of material creating related to deals.

The integration can be used automatically or manually. 

**Automation**

When the automation is triggered, by either moving a deal to a selected stage or the deal filter is met, the automation will copy and update a template from Seidat with all key information. A link will be created and added to Pipedrive's deal. 

Link opens and eSignature status is tracked and Pipedrive actions are created once there are customer actions.

Your meeting notes are automatically added to the deal from Seidat.  

**Manual**

Your Pipedrive users can copy a presentation and create links to it directly from Pipedrive. They also get all the functionality, like link open tracking, eSign tracking, and automated actions based on the actions as well as automatically updated meeting notes from Seidat.

Connect your favorite tools or easily find new ones

Manage contracts

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