BoloForms streamlines the creation and e-Signing of proposals and contracts through document automation.

Enhance your Pipedrive experience with seamless document generation and eSigning capabilities, streamlining your entire sales process within a single tool.

Effortlessly craft proposals and contracts directly from your Pipedrive deals using customizable templates.

Send documents for eSignature right from Pipedrive, eliminating the need for separate eSignature tools, as every BoloForms subscription includes legally-binding eSignatures.

Generate quotes populated with data from your Pipedrive records.

Easily incorporate CRM details into your documents on-the-fly with BoloForms variables, automatically including contact, opportunity, pricing, and product data.

Stay informed about document statuses without leaving Pipedrive, and leverage document analytics to determine the ideal time for follow-up based on customer interaction.

Get started quickly and easily with no coding required. Experience the efficiency firsthand by trying it out for free at https://signature.boloforms.com/settings?type=INTEGRATIONS

1. Create a new BoloForms account or log in to your existing account
2. Install the application from the Marketplace or from BoloForms dashboard.
3. Create a template and map the pipedrive variables into the template
4. Select a deal before sending document for signing
5. Done!