Zistemo is a platform for business time management where you can send quotes and estimates to your client, track time to projects and create easy beautiful invoices. With the Pipedrive integration you can track your clients seamlessly between platforms.

**Sync Contacts**

Whether you choose to import contacts from Pipedrive to zistemo or export clients from zistemo to Piperive it's just one click and all desired contacts and companies are synced.

**Review Estimates**

See the last 5 estimates for each contacts directly in Pipedrive and create easily new estimates by redirected to zistemo

Communicate with leads

Manage contracts

Manage my accounts

zistemo

airSlate combines powerful doc gen, web forms, online PDF editor, redlining, eSignature, no-code workflow automation and more into a single solution.

**Key features:**

- Create documents and packages of documents using doc gen and PDF templates, web forms, spreadsheets and more.
- Route documents between the CRM contacts, internal and external recipients.
- Create new and update existing Pipedrive records based on data entered into a document’s fillable fields.
- Save documents to Pipedrive records or external storage.

**Benefits:**

CREATE DOCUMENT WORKFLOWS

Create document workflows of any complexity. No coding is required.

AUTOMATE WITH EASE

Automate repetitive tasks to save time and avoid errors. With airSlate, you can automate document generation, data merges, document routing and much more.

MANAGE YOUR DATA ACROSS MULTIPLE CLOUD SYSTEMS

Create and update Pipedrive records and move your data and documents across various cloud environments, including NetSuite, Google Drive, OneDrive, Box and many more. No additional connectors are needed.

**About the company**

airSlate is a global SaaS technology company that serves tens of millions of innovators worldwide with its no-code workflow automation, electronic signature and document management solutions. The company's portfolio of award-winning products – signNow, pdfFiller, and airSlate – empowers teams to create, innovate and automate to digitally transform their organizations to run faster and easier.

Attract new leads

airSlate: PDF editor, doc gen, web forms, eSign

With the AXDRAFT document automation for Pipedrive, you don’t have to leave your favorite CRM to draft, sign or send out documents anymore. Getting signatures can prove a real bottleneck in your sales cycle. AXDRAFT helps you to remove them from your processes and optimize contract management with automated workflows.

- Create perfect contracts with minimum input from legal
- Organize your workload and easily manage deadlines with automatic reminders
- Navigate your contracts and analyze their performance with built-in metadata
- Transform the work of your department with automated workflows
- Reduce the negotiation cycle with conditional approval
- Offer a modern customer experience to your clients
- Eliminate errors in your contracts

Unlock the potential of your contract workflow, turn out and finalize contracts 8x faster with AXDRAFT.

Other use cases

AXDRAFT Document Drafting

**What is Blueink?**

 Blueink is an advanced eSignature solution that simplifies the document signing process, making it easy to send, sign, and manage electronic documents securely.


**What is Blueink App Integration?**

Blueink offers integrations with various applications, including Pipedrive, to enhance workflow efficiency. The integration enables users to manage document signing seamlessly within their existing software environment.


**How does the Blueink App on Pipedrive Integration Work?**
 
The Blueink integration with Pipedrive allows users to:

- **Create Envelopes**: Users can initiate document signing workflows directly from Pipedrive by creating BlueInk envelopes.
- **Send for Signature**: Documents can be sent for signature without leaving the Pipedrive interface, streamlining the process for sales teams.
- **Track and Manage**: Monitor the status of documents within Pipedrive, ensuring visibility into the signing process and enabling timely follow-ups.

Blueink

CaptureFast is the world’s first cloud-based and mobile-first solution for document and data capture. It relieves the inefficiency caused by too many paper documents in business processes and the strong dependence on manual labor.
The CaptureFast mobile app allows users to snap a picture of any paper document and transfer the image to the web-based cloud platform without the need for any special hardware like scanners.
First, create your template from our web-based platform. Then, choose the relevant template for your capture. Snap a picture of your document, and that’s it! Now you are ready to verify the data captured.

**FEATURES OF CAPTUREFAST
**
•	Upload empty document for template creation
•	Choose your template
•	Add templates to favorites
•	Snap a picture of your paper document
•	Preview the capture and retake if necessary
•	Mobile verification of capture
•	Transfer capture to our web-based platform
•	View document/capture history
•	Switch between teams

CaptureFast

Join millions who benefit from online scheduling, meeting, e-signing and automated content sharing. With ClientPoint, it's all in one place.

Empower every member of your team with ClientPoint. Nurture leads more effectively, propose and close deals faster, serve and grow clients better and transform your most valuable business relationships.

Our Pipedrive integration allows you to take your single source of truth (your CRM) and make it dance so that your most important business relationships come to life.

ClientPoint

Automatically track expiration dates and send reminders for the renewal of contracts, permits, licenses, warranties and more.

Let Expiration Reminder create deals or activities in Pipedrive when contracts are about to expire so your sales team can act quickly.

Manage my projects

Expiration Reminder

**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

Fastbill von PD-Experts

HOW IT WORKS: It's simple! You will set up a document (or template) in Formstack Documents, integrate it with Pipedrive to send your data to that document and we’ll send you a merged copy.

With our various document types, you can create professional-looking documents that will fit right in with your business. Whether you need a secure PDF, a dynamically generated document, or the flexibility of a Word/Excel/PowerPoint – Formstack Documents supports it all.

Once you've created your merged document, you can choose from one of Formstack Documents' powerful delivery options, such as email, saving it in the cloud, or sending it to a 3rd party.

Formstack Documents

With Lumin, user can create, send and track Lumin contract within Pipedrive, and perform these actions in a contact, company or deal in Pipedrive. You and your team can track the status of contracts without leaving Pipedrive. With this integration you can:
- Create and send contracts to signers within Pipedrive
- Manage contract status in contact, company or deal screen
- View contract history and details like contract status, senders and due dates.

Lumin - Pipedrive integration is the process of connecting Pipedrive with Lumin to enable Lumin share data on Pipedrive.

Support my customers

Lumin

Nimbata is a leading call tracking software helping marketers to track and improve their call performance by providing key insights that drive smart optimizations. Nimbata’s users have access to 30+ marketing & call reports, AI call tracking features like call summaries & keyword spotting, and 15+ integrations.

In just a few seconds, you can set up your Pipedrive integration and automatically send call insights with your very first call. Here are some things you can do with the Nimbata + Pipedrive integration:

- Automatically create new contacts
- Update Pipedrive’s data with new caller insights from callers’ information like caller name to attribution like the campaigns that generated the call
- Create custom Pipedrive fields to match with Nimbata’s fields like conversation transcriptions or tags
- Calculate lead scores within Pipedrive based on caller behavior, web visits, and attribution.

💡 Note: You can also use Nimbata’s intuitive automation builder to maintain quality within your CRM by sending only valid calls as contacts.

Qualify my leads

Nurture my leads

Nimbata

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!

Connect your favorite tools or easily find new ones

Manage contracts

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