Generate PDFs from templates using Pipedrive data with PDF Generator by easyCRM!

Automating PDF creation has never been easier with PDF Generator!

With PDF Generator, you can generate PDFs from custom templates. PDF data will be automatically populated using your Pipedrive fields! With support for both default and custom fields, you’ll never have to manually enter data into your PDFs again!

PDF Generator is currently in open Beta! For more information, please visit our website at https://easycrm.me/pdf-generator/ or email us at [email protected]

Simply follow the instructions to install the integration:

1. Install the app from the Pipedrive Marketplace

2. Start your free trial, no credit-card required!

3. Create a template and add fields using our self-service editor

4. Save your template

Once your template has been saved, you can fill it using the following steps:

1. From within Pipedrive, click on a deal

2. From within the "PDF Generator" Panel, click "Fill" next to a template

3. Your fields will be auto-populated from the deal.

4. Adjust any fields you need, then click "Fill!"

That's it! You'll be able to download your document and use it from here!

If you ever need to manage your subscription, manage templates or access settings, you can do so by returning to your portal. You can access your portal at any time by clicking "Your Portal" from within the app panel in the deal screen. You can also access the portal by clicking the settings button within your app manager, by clicking the link on your welcome email, or by clicking here