PandaDoc Proposals & eSignatures
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interactive features
Expiration Reminder
by SkyXoft Technologies, Inc.
interactive features
interactive features
Track expiration dates for contracts and permits and automatically create deals and activities in Pipedrive.
Description
Automatically track expiration dates and send reminders for the renewal of contracts, permits, licenses, warranties and more.
Let Expiration Reminder create deals or activities in Pipedrive when contracts are about to expire so your sales team can act quickly.
Features
Actions
Kick off related actions in Expiration Reminder as you work with your deals, contacts and/or activities in Pipedrive.
View expirations
Locations:person details
Create expiration
Locations:person details
Installation instructions
- Create an account in Expiration Reminder
- Install the Expiration Reminder app in Pipedrive
- Sync contacts
- Configure what triggers the automatic creation of deals in Pipedrive
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