Elevate your Pipedrive experience with integrated document generation and eSigning functionality from CRMUP, managing your entire sales cycle within a single tool.

Features of CRMUP’s Document Management and eSigning in Pipedrive

  • Seamless Document Creation: Build customized proposals and contracts directly from Pipedrive deals using templates and a dedicated content library. Streamline document generation to save time and enhance accuracy.
  • Integrated eSignature: Send documents for eSignature directly within Pipedrive. With every PandaDoc subscription included in CRMUP, there’s no need for a separate eSignature tool, as all signatures are legally binding.
  • Interactive Quotes: Generate interactive quotes with data automatically populated from your Pipedrive records. Facilitate smoother transactions by enabling online payments, including credit card, PayPal, or ACH, directly through the documents you send.
  • Automated CRM Details Insertion: Effortlessly insert CRM details into documents using PandaDoc variables. Automatically include contact, opportunity, pricing, and product data in your documents, saving valuable time and reducing errors.
  • Real-Time Document Tracking: Monitor document statuses without ever leaving Pipedrive. Utilize document analytics to determine the optimal time to follow up, based on how your customers have interacted with each document.

Setup and Installation

  1. Sign up or log in to your PandaDoc account.
  2. Download and install the PandaDoc application from the CRMUP Marketplace.
  3. Open any deal in Pipedrive and begin crafting documents with PandaDoc.

Get started quickly and easily with no coding required. Try it for free at CRMUP and PandaDoc can revolutionize your document handling within Pipedrive.

pipedrive integration with pandadoc

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