Pipedrive >> PandaDoc

Sales teams use PandaDoc’s all-in-one document automation software to streamline the process to create, approve, and eSign proposals and contracts.

pandadoc pipedrive

Description

Power up Pipedrive with 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 right from 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 into documents on the fly. Save time with PandaDoc variables to add contact, opportunity, pricing, and product data into 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.

Setup and installation

  1. Create new or log in to your PandaDoc account.
  2. Install the application from the Marketplace.
  3. Open any Pipedrive Deal and start creating PandaDoc documents.

Contact Us to Learn More About PandaDoc Pipedrive Integration

Looking for help but don’t know where to start? Choose Axis Consulting. We help companies streamline their process with automation by unlocking the power of technology. Fill out the form below and we will be in touch shortly.