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Pipedrive

LIVECRM

Send agreements directly from Pipedrive deals

Overview

Generate and send contracts directly from Pipedrive deal records. Contact and deal data auto-populates into your documents, eliminating manual data entry and reducing errors.

Track signing progress as a deal activity. When documents are completed, deal fields update automatically and the signed PDF attaches to the deal record for easy reference.

Features

  • One-click document creation from deals
  • Auto-fill contact and deal data
  • Signing status visible in deal timeline
  • Custom field mapping
  • Signed docs attached to deal records
  • Works with all Pipedrive plans

How to Set Up

  1. 1

    In Pipedrive, go to Marketplace

  2. 2

    Search for Zdottedline and install

  3. 3

    Connect your Zdottedline account

  4. 4

    Map Pipedrive fields to document templates

  5. 5

    Start creating documents from deal views

Get Started

Available on Professional plan and above.

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Need Help?

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