Let users manage, track and automate their revenue cycle documents in Pipedrive.
Start buildingWith one in two users creating documents like contracts, quotes, proposals and non-disclosure agreements, contract management is an integral part of Pipedrive users’ revenue cycles.
To close deals faster, users expect seamless management and automation of document processes, like the creation and exchange of documents within Pipedrive. This helps them save time, reduces manual work and keeps all their documentation in one place.
Thousands of companies regularly use Pipedrive to hit their sales targets. With hundreds of new users signing up daily, there’s a growing demand for an easy-to-use contract management integration.
Introduce your contract management solution to an ever-growing user pool by integrating your app into their sales processes
50,000+ Pipedrive users create quotes, proposals and/or contracts across their revenue cycles
More than 80% of all users have documents that need to be signed by their customers
Users greatly value contract management features such as branded documents,company-wide sharing for documents and templates, the option to auto-fill documents with Pipedrive data and permissions and visibility customization
Let users create, manage and track documents with digital signature features
Offer different ways to add digital signatures – as a drawing, via mobile, through scanning, by typing a name, etc
Enable auto-reminders for signatures, tracking views and notifications
Empower users with professional, company-branded documents from the start
Let users auto-fill documents and templates with Pipedrive information
Allow users to define and automate document workflows for each stage of their sales pipeline
Allow users to control their team’s permissions and visibility for documents and templates
Enable company-wide sharing for documents and templates
Let users manage comments and edits in their documents