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?

Manage contracts

Proposable

Scoop for Pipedrive empowers sales teams by delivering powerful data snapshots and deep process analysis tailored for Pipedrive users. With Scoop, users gain invaluable insights into their sales processes, specifically focusing on deal conversion rates and cycle times across the entire sales cycle. The platform provides detailed visualizations of how leads progress through the pipeline, offering users the ability to identify exactly where deals are stalling or accelerating. 

Scoop’s process optimization tools help users break down the sales cycle into actionable data points, allowing them to explore conversion rates at each stage and understand the factors influencing deal success. By providing comprehensive insights into cycle times, Scoop highlights how long deals take to move from one stage to the next, helping teams uncover bottlenecks and opportunities for improvement. 

Seamlessly integrated with Pipedrive, Scoop’s advanced reporting and analytics tools allow users to visualize KPIs, conversion metrics, and process efficiencies in real-time. This level of detail enables sales teams to refine their approach, reduce deal closure times, and increase overall sales efficiency, making Scoop an invaluable asset for optimizing sales processes within Pipedrive.

Qualify my leads

Manage my projects

Manage my accounts

Support my customers

Other use cases

Scoop Analytics

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.

Automate my pipeline and data

Seidat - Sales Enablement Platform

**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

Setting up the integration is done directly in your SIPSIM personal account, ensuring ease and speed **without the need for additional IT specialists**.

After successful integration into Piper Drive, **all contacts, calls, and conversation recordings** are automatically saved, providing a complete history of customer interactions. This enhances transparency and deepens understanding of customer relationship dynamics.

The automatic creation of CRM deals based on calls, along with their automatic assignment to **funnels and responsible team members**, simplifies sales management, increasing efficiency and optimizing the sales funnel.

Additionally, the integration offers the flexibility to configure **automatic tasks** for different call scenarios, such as answered, missed, or outgoing calls. This helps businesses efficiently manage customer interactions, improving accountability and timely responsiveness to customer inquiries.

Communicate with leads

SipSim

**Use Chargebee's comprehensive subscription management platform to stay on top of subscriptions, track revenue and improve customer service.** 

With the Pipedrive and Chargebee integration, you can:

- Manage subscriptions with Chargebee to ensure consistent revenue
- Use Chargebee subscription data in Pipedrive to inform your sales strategies and improve customer service
- Automate data transfer from Chargebee to Pipedrive, ensuring your teams always have the most up-to-date information

Chargebee Sync

The Conga integration with Pipedrive gives salespeople the power to create, send, track and sign sales documents online and on any device, anywhere.

You can easily create accurate and professionally branded presentations, quotes, proposals and contracts. Work with our templates or automate the creation of your frequently used documents. Finished documents can be shared and tracked with the possibility to be collaborative documents for eSignatures.

The integration allows data to be referenced from a Pipedrive deal, and from there on, it can be automatically generated and populated to a pricing table. Additionally, the data reference helps to quote and price deals accurately and consistently.

Conga

Note: This Integration is only available in Portuguese

ContaAzul is an easy-to-use online platform for organizing your business. You can centralize all the information from your business and automate flows.

After closing a sale or a new contract, you need to forward it to the financial department, which might result in delays in your billing process, and even in losing some of the deals. This is where ContaAzul provides a great solution by helping you organize two parts of your business in one go: Sales and finance. So instead of wasting time organizing documents and your company's financials, outbid your competitors in winning new business.

Pipedrive is the optimal tool to monitor your sales process. The integration between ContaAzul and Pipedrive was created for you to connect finance and sales better, working with the same data, avoiding retyping of customer and product information. 

The deal marked as “won” in Pipedrive is taken to ContaAzul, where you can issue invoices and tickets and control received payments. For retail, the data is synchronized with inventory control.

ContaAzul

This app is available in Portuguese, English and Spanish. Give Pipedrive a boost with this integration. Keep using Pipedrive to manage your sales funnel. When you need to formalize a deal head over to Docsales.com, import the opportunity data, select the products or services you’d like to sell, review pricing and commercial conditions and send the data to your customer. Keep an eye on your docs with DocSales Analytics that tracks when the document is opened or shared by the customer.

Once your customer eSigns the sales document, we’ll update the opportunity.

DocSales

POR

O ERPFlex é um dos líderes em software de gestão no Brasil, oferecendo uma solução na núvem para a indústria, serviços e comércio de distribuição e varejo. A 1ª solução na núvem com backoffice e e-commerce nativo em uma única plataforma tecnológica.

A integração entre os dois sistemas permite enviar dados do Pipedrive para o ERPFlex, ou seja, todos os negócios criados no Pipedrive e que possuam o status Ganho, serão importados para o ERPFlex e se tornarão orçamentos, para posterior faturamento.

ENG

Note that ERPFlex software is in Portuguese.  ERPFlex is one of the leading cloud management software providers in Brazil and is ideal for small and medium businesses looking for an overview of their financial management, service providers and products. 

The integration provides a way to send data from Pipedrive to ERPFlex. All information connected to a "Won" deal will be synced to ERPFlex, allowing users to use this information for budgeting and billing.

ERPFlex

**Boost your productivity and efficiency with the integration of iSignature.io and Pipedrive, powered by Make.** 

This powerful integration allows you to create, customize, and send signature requests directly from Pipedrive, using iSignature.io's advanced email signature solutions. No need for extra software or cumbersome processes.

Key Features and Benefits:
- Automatically create contract once deal is moved to a specific stage
- Send signature requests to your Pipedrive contacts using their email address, broadening your reach and potential business opportunities​​.
- Request up to 10 people’s signatures on a document, perfect for deals involving multiple parties​​.
- Check who has signed the document and receive email notifications every time someone adds their signature, allowing you to keep track of your deals' progress in real time​.
- Leverage the power of Make to drive agility and empower both technical and non-technical teams to build and automate complex workflows in minutes​.

Enjoy unlimited scenarios and real-time execution with Make's user-friendly platform, which offers custom user roles that can work together and share templates and scenarios between a limitless number of teams and workspaces​​.

eSignatures.io

The Kcell Virtual PBX widget was built specifically for users located in Kazahstan.

Integrating Pipedrive with Kcell Virtual PBX enables you to control all calls and automate your sales. Basic language of the application is Russian. English and Kazakh languages are available in settings.

- Automate processes: let the Pipedrive and Kcell Virtual PBX integration do the job. It can automatically create leads, deals and contacts. Never lose major deals if an employee forgets to save a caller's number.
- Get a bird’s eye view of your deals by keeping contact activity in one place.
- Push deals through the pipeline faster — the integration can automatically create tasks for each call that will prompt employees what to do in every situation.
- Save time with one-click calls. No more manual dialing, no more typos! Click a customer’s number in Pipedrive, and Kcell Virtual PBX will connect you with the customer.
- Listen to call recordings to learn how employees talk to customers, recollect what was discussed earlier and double-check details.
- Grow loyal customers by assigning personal managers and connecting them automatically.

Connect your favorite tools or easily find new ones

Manage contracts

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