Overview

Smoothly create contracts in Pipedrive from deals, organizations, and people and seamlessly auto-populate your contract with the relevant data. Remove boring manual admin and start closing deals with ease.

Key capabilities

• Automatically sync data from any object in Pipedrive to your newly created contract.
• Track engagement and status changes to your contracts in Pipedrive in real-time, so you can reach out to your prospect at the right time.
• Ensure that your pipeline always is up-to-date without manual admin by syncing the stage of your contracts in Pipedrive to the right stage of your pipeline.
• Quickly move from proposal to close with real-time collaboration right inside your contract, and skip emailing outdated versions back and forth.
• Sync products in Pipedrive to Oneflow product tables, allowing you to transfer product information, pricing and discounts from Pipedrive to your contract.
• Make it easy for your prospects to sign with smooth e-signatures and dynamic contracts that work across multiple devices.
• Securely store all of your contracts in Oneflow’s searchable archive and set up automated reminders as soon as it’s time for renewal.
• Use our Zapier connector to build custom workflows to automate your contracts in Pipedrive.