extension ExtPose

PandaDoc Proposals & eSignatures in Pipedrive

Description from extension meta

Create, send, track, and eSign proposals and quotes from within Pipedrive CRM to expedite your sales process and close deals fast.

Image from store PandaDoc Proposals & eSignatures in Pipedrive
Description from store 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 a Pipedrive deal, contact or organization records. 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 Stripe payments to collect credit card and ACH payments right from the documents you send. - Reduce manual work and eliminate errors by merging deal details into documents. Save time with PandaDoc tokens 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. Download the add-on and add a few PandaDoc document templates. Try it free at www.pandadoc.com/integrations/pipedrive

Latest reviews

  • (2017-01-17) Jon Reiter: Great. Works awesome....
  • (2015-08-25) Salvador Owen: Add-on helped me save time on my quotes. It pulls info from deals in PipeDrive into my PandaDoc templates. Support is awesome and ready to help.
  • (2015-06-11) Mikita Mikado: Great add-on if you're using Pipedrive and looking to do price quotes
  • (2015-04-15) Alex Hudenko: Very helpful!

Latest issues

  • (2019-11-05, v:1.2.8) Bouguettaya Salah-Eddine: PD add
    I can not add the PD to my chrome
  • (2017-09-12, v:1.1.3) Michael Holist: Pandadoc disabled itself in Chrome and I cant get it back to work
    I click enable this item and it does not respond. Please assist. this is urgent!
  • (2017-08-24, v:1.0.37) Florian Kühne: Extention is not loading in pipedrive
    Hey Pandadoc Team, the Extention is broken in Pipedrive. It just shows a grey bar on the right side. Thanks fr your help. Cheers, Florian
  • (2017-07-26, v:1.0.37) Simon Miller: Document sync
    When you create a document in PandaDoc from a deal in Pipedrive it pulls the product/pricing info, but it appears if you add products or modify them in Pipedrive it doesn't update on the Pandadoc side, does this require making a new Pandadoc proposal any time you make changes in Pipedrive to the products included in the deal?
  • (2016-01-22, v:1.0.26) Joseph Jenkinson: Update: Chrome updated, integration no longer working
    We have a computer that has no updated Chrome and it is still working, so this may indicate that the Chrome update is indeed the issue?
  • (2016-01-22, v:1.0.26) Joseph Jenkinson: Chrome updated, integration no longer working
    See screen shot here (http://screencast.com/t/L6eFr64B) of what displays when clicking the chrome extension to pull up the sidebar in Pipedrive.
  • (2016-01-22, v:1.0.24) Kingsway uk group: Extension Panel Not Showing
    Good afternoon, My team are having issues with the extension no longer showing - the extension has been removed and re added but this doesn't resolve the issues. This has not previously been the case, its just started not showing. Is this due to a Chrome update that doesnt yet have support from the extension?

Statistics

Installs
5,500
Category
Rating
4.7273 (11 votes)
Last update / version
2019-02-20 / 1.2.8
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