Build proposals right in your CRM
Create and open documents associated with a Pipedrive deal, a contact, or organization. The template and content library make it easy to generate and customize new documents in minutes.
PandaDoc for Pipedrive
Create, send, and track any document without leaving Pipedrive CRM.
No credit card required
68,000+ companies already accelerating workflows with PandaDoc
A stunningly effective duo
Extend Pipedrive CRM with document generation and eSigning capabilities for end-to-end document workflow management in a single tool.
Collect eSignatures in a snap
Prospects can easily accept your proposals and eSign contracts immediately on any device or even in person. The integration allows you to send and receive signatures right from your CRM.
Automatically complete a quote
Autofill interactive quotes with accurate product and pricing data from your Pipedrive records. Collect a credit card or ACH payment after the quote is completed with the Stripe integration too.
A native, easy-to-use CPQ integration built for Pipedrive
PandaDoc CPQ for Pipedrive accelerates growing revenue teams with easy-to-use, enterprise-grade functionality without the complexity.
Transform your CRM into an all-in-one sales platform
PandaDoc CPQ for Pipedrive brings intelligent quoting automation and document tools directly into the Pipedrive environment.
Keep deals compliant with guided selling
Accelerate every deal with quote automation
Run your entire revenue process from a single source of truth
When we used to have a call, we used to use just our voices and website. Now we go through a customized document form with them, which only takes minutes. People are consistently blown away by our presentations.
Want more customization?
Create document processes that connect Pipedrive with PandaDoc using our API.
Easily transfer deal details
Save time and reduce errors with variables that automatically populate documents with contact, opportunity, pricing, and product data right into your docs.
Keep tabs on your doc status
Follow document statuses right in Pipedrive. Go a step further with document analytics that detail who and when someone opened, viewed, commented, and completed the document.
Get started now, no coding required
Download the PandaDoc browser add-on for Pipedrive and add some document templates to start. It only takes minutes to set up the integration and doesn’t require any fancy tech support.
Maximize integration benefits
The PandaDoc and Pipedrive integration has a wide-variety of features available to streamline workflows and increase efficiencies. Our help center articles are chock-full of helpful insights, frequently asked questions and how-to videos to ensure you’re up to speed on all of the great features the integration has to offer.
Combine your sales and document workflows for ultimate efficiency
Spend more time selling
Move deals faster with instant proposal generation right in a Pipedrive deal. Auto-populate customer data into templates and create ready-sign contracts within minutes.
Feel secure
Collect legally binding eSignatures on agreements and contracts generated and sent from Pipedrive opportunities, deals, and organization records. We’re also SOC II compliant.
Stay on track
Keep track of each document associated with a deal, organization, or contact. Add auto-reminders and expiration warnings to automate document follow-up.
Streamline your document workflow
Get personalized 1:1 demo with our product specialist.
Tailored to your needs
Answers all your questions
No commitment to buy
