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AXDRAFT document automation for Pipedrive

Automate and speed up the time-consuming processes in your sales cycle by integrating AXDRAFT with your Pipedrive CRM.

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Onboard your client in minutes, speed up your contract workflow by 80%

How it works?

AXDRAFT document automation for Pipedrive lets you draft, process, collaborate on, sign, and send out non-disclosure agreements, sales agreements, work orders, and invoices directly from your favorite CRM. It automatically pulls all the data from your client profiles to generate a pre-approved contract with error-free inputs. Your only job is to choose the recipients, the signees, and click ‘Send’.

Unlock these superpowers with Pipedrive CRM integration
Delegate tasks smarter
No need to distract your lawyer with sales processes. Let your sales team, with no legal background, deliver 100% compliant contracts. Maintain focus on what you do best.
Oversee the full process
Keep track of your deals, expiring contracts, and invoicing dates with reminders and notifications. Don’t miss a thing.
Get rid of copy pasting
Automatically pull all client data from your Pipedrive CRM into our contracts or invoices. Create mistake-free documents.
Make informed business decisions
Add analytical value to your sales by tracking the performance of your contracts with built-in metadata. Get full visibility.
Work from anywhere in the world
Manage contracts, generate and send out invoices wherever you are. Just use your PC, tablet or phone. Be accessible from anywhere.
eSign your contracts
Don’t waste paper and time by printing, signing and scanning documents every time. Stick to effective processes.

Contracts make 19% of the selling cycle. Become 100% better at them

Who needs
Pipedrive integration?
Sales teams.
Drafting contracts without legal assistance is not the best strategy and can compromise the success of your sales deals. Create compliant, mistake-free contracts in minutes and forget about long client onboarding.
Legal departments.
You regularly deal with irregular input of work from sales teams, and process routine contracts instead of focusing on more impactful legal work. Create room in your backlog by giving business teams control over their contracts.
Business operations.
Organize and set up efficient processes at every stage of business operations. Automate routine processes and keep all your teams efficient, and all your contract management processes effective.
Marketing.
Create branded contracts and designed proposals, employ influencers and generate invoices directly from your Pipedrive CRM software. Boost your company’s visibility on every step.
Procurement.
Enjoy faster and more transparent sourcing and purchasing processes. Get to the best proposition first without leaving your CRM tool. Get notified at every step and take necessary actions in a timely manner.
Finance.
Generate mistake free-invoices, eSign and send them to your clients from Pipedrive. Pull up every piece of information from your orders and client profiles directly from your CRM software into any document.

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Frequently asked questions
What do I need to set up Pipedrive CRM integration?
You need to have a Pipedrive CRM account and an AXDRAFT account. When inside AXDRAFT, just go to the Integrations section, and link these accounts. After linking accounts, you will be able to access AXDRAFT directly from your Pipedrive.
Will I be able to add client data from Pipedrive CRM to AXDRAFT documents?
Absolutely! 😎
To do that, you’ll need to map the fields and choose which data from Pipedrive you want to add to your AXDRAFT contracts. Your choice will be remembered as a default choice, but you can change it anytime you want.
Is this feature available for all AXDRAFT users?
This is an add-on feature that we can enable for any AXDRAFT user on demand. Just let any of the AXDRAFT team members know, and we will set it up for you.
Can I track my AXDRAFT contracts in Pipedrive CRM?
You can get full visibility of your AXDRAFT contracts by clicking on 'AXDRAFT' option at the top right menu. There you are able to keep track of all your contracts, their stages, and actions that need to be taken.
How do I link several documents to Pipedrive deals/contacts/companies?
Every document you create is linked to the corresponding deal, contact, or a company of your choosing. You can also easily filter all your contracts in AXDRAFT by any of the values taken from your CRM software.

Free over 40% of a work week for meaningful tasks

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