PandaDoc - Proposals, e-signatures, and CPQ

Description

Power up Pipedrive with comprehensive document generation, CPQ, and eSigning functionality that can manage the entire sales cycle in a single tool. PandaDoc is a document automation and CPQ (configure, price, quote) software that streamlines the process of creating, configuring, pricing, quoting, approving, and e-signing proposals, quotes, and contracts. - Build proposals and contracts from Pipedrive deals with templates and guided product configuration for error-free quotes. - Configure complex products and apply automated pricing rules to ensure consistent pricing across your sales team. - Send documents for eSignature from within Pipedrive - no separate eSignature tool needed as every subscription includes legally-binding eSignatures. - Create interactive quotes with pre-populated data from Pipedrive records and enable online payments for credit card, PayPal, or ACH payments. - Track document and quote statuses without leaving Pipedrive with analytics showing customer interaction with each document. - Streamline approval workflows to maintain pricing governance while accelerating your sales process. It’s fast and easy to get started, no coding required. Try it free at www.pandadoc.com/integrations/pipedrive.

App Details