Create smart document workflows integrated with Pipedrive, featuring document generation, web forms, PDF editor, redlining, eSignature and much more.

airSlate combines powerful doc gen, web forms, online PDF editor, redlining, eSignature, no-code workflow automation and more into a single solution.

Key features:

• Create documents and packages of documents using doc gen and PDF templates, web forms, spreadsheets and more.
• Route documents between the CRM contacts, internal and external recipients.
• Create new and update existing Pipedrive records based on data entered into a document’s fillable fields.
• Save documents to Pipedrive records or external storage.

Benefits:

CREATE DOCUMENT WORKFLOWS

Create document workflows of any complexity. No coding is required.

AUTOMATE WITH EASE

Automate repetitive tasks to save time and avoid errors. With airSlate, you can automate document generation, data merges, document routing and much more.

MANAGE YOUR DATA ACROSS MULTIPLE CLOUD SYSTEMS

Create and update Pipedrive records and move your data and documents across various cloud environments, including NetSuite, Google Drive, OneDrive, Box and many more. No additional connectors are needed.

About the company

airSlate is a global SaaS technology company that serves tens of millions of innovators worldwide with its no-code workflow automation, electronic signature and document management solutions. The company's portfolio of award-winning products – signNow, pdfFiller, and airSlate – empowers teams to create, innovate and automate to digitally transform their organizations to run faster and easier.

To use airSlate integration with Pipedrive, you will need an airSlate account. You can create an account as a part of the installation process. A free trial is available.

1. Follow the on-screen instructions to install the airSlate app in Pipedrive.
2. Log in to your airSlate workspace to create your workflow.
3. Add Pipedrive bots to generate documents with data from Pipedrive records, create and update new records in Pipedrive, and attach your signed documents back to Pipedrive records.

If you have any questions about using airSlate, please visit our YouTube channel for helpful videos - or, feel free to contact [email protected].