Pipedrive: Quotes, Contracts, and Professional E-signing

Create and send quotes and contracts directly from Pipedrive – fast, secure, and professional.

With DealBuilder’s integration for Pipedrive, you can generate quotes and contracts directly from a deal with just one click. Customer data such as company name, contact information, and other key details are automatically synced to the document.

The document opens in DealBuilder, ready for quick editing and sending. Your customer receives it via email or SMS and can sign instantly using Click-to-sign or a handwritten e-signature.

When the agreement is signed, Pipedrive is updated automatically:

  • Deal stage is updated to "Won" (optional)
  • The signed document is stored directly on the deal
  • Contract data is synced back as structured fields

The result? Your sales team works faster and eliminates manual admin. You gain better control, appear more professional, and close deals faster than ever before.

Secure Global Signing – Directly from Pipedrive

When using DealBuilder with Pipedrive, you can send documents for signing directly from your CRM environment. This allows you to collect signatures in a secure, fast, and legally binding way while maintaining your workflow in Pipedrive.

Our built-in e-signing solution follows international standards, including eIDAS in Europe and the ESIGN Act/UETA in the US. Based on the PAdES standard, our signatures are legally binding and recognized globally, providing total peace of mind for both you and your customers.

With DealBuilder, you get the best of both worlds:
‍✅ Full control and seamless flow in Pipedrive
‍✅ Professional, compliant e-signing – when it matters most

Searching for a professional Pipedrive e-signing solution? DealBuilder is the natural choice.

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Want to learn more?

Do you want to know more about the possibilities available and how your company can use DealBuilder with Pipedrive? Please contact us here, and we will be happy to assist you. You can also try DealBuilder for free by creating an account further down this page.

DealBuilder also integrates with several other systems. You can read more about our other integrations here.