Automate and accelerate time-consuming sales processes by integrating AXDRAFT with your Pipedrive CRM.
Onboard clients in minutes while speeding up your contract workflow by 80%
AXDRAFT document automation for Pipedrive allows you to draft, process, collaborate on, sign, and send NDAs, sales agreements, work orders, and invoices directly from Pipedrive. It automatically pulls data from your client profiles to generate pre-approved contracts with error-free inputs. The only thing you need to do is choose the recipients, the signees, and hit ‘Send’.
Unlock these superpowers with our Pipedrive CRM integration
Don’t distract your lawyer with sales processes. Empower your sales team to deliver 100% compliant contracts, despite their having no legal background. Maintain focus on what you do best.
Keep track of deals, expiring contracts, and invoicing dates with reminders and notifications. Don’t miss a thing.
Automatically insert all client data from your Pipedrive CRM to your contracts or invoices. Create mistake-free documents.
Add analytical value to your sales by tracking the performance of contracts with built-in metadata. Get full visibility.
Generate contracts, manage documents, and send invoices from wherever you are in the world. All you need is an Internet connection and your PC, tablet, or phone to be accessible from anywhere.
Save time and paper without printing, signing, and scanning documents every time. Stick to what’s effective.
Contracts take up 19% of the sales cycle Become 100% better at doing them
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Frequently asked questions
How can I set up a Pipedrive CRM integration?
You need a Pipedrive CRM account and an AXDRAFT account. From AXDRAFT, go to the Integrations section and link both accounts. Once this is done, you’ll be able to access AXDRAFT directly from your Pipedrive.
Can I add client data from Pipedrive CRM to AXDRAFT documents?
Is this feature available for all AXDRAFT users?
This is an add-on feature that we can enable on demand for any AXDRAFT user. Just let us know you want it so that we can set it up for you.
Can I track my AXDRAFT contracts via Pipedrive CRM?
You have full visibility of your AXDRAFT contracts. Just click on ‘AXDRAFT‘ in the top right. From there, you can track all your contracts, stages, and requested actions.
How do I link several documents to Pipedrive deals/contacts/companies?
Every document you create is linked to the deal, contract, or company of your choice. You can easily filter all contracts in AXDRAFT using any data pulled from your CRM.
Free up over 40% of your week for meaningful work
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