Why Octiv & Pipedrive

The Octiv + Pipedrive integrations gives sales professionals the power to create, send, track and sign sales documents online—anywhere, on any device. Create accurate and professionally branded presentations, quotes, proposals and contracts that help you quote and price deals more accurately and consistently. Then, share your trackable, collaborative documents for electronic signature.

Key Capabilities

  • Auto-populate Pipedrive data into your Octiv documents by associating the appropriate deal.

  • Create/deliver documents and presentations as an Octiv document or PDF.

  • Fetch your Pipedrive contacts to automatically add them as document recipients.

  • Update deal stages and automatically push information back to Pipedrive.

  • Manage multiple pipelines across various deal stages.

About Pipedrive

Founded in 2010 by seasoned sales pros, Pipedrive is a sales CRM solution designed to help salespeople rather than control them. It's built on a proven selling framework that gives visibility into the pipeline and drives actions that push deals to close consistently. Pipedrive is serving more than 30,000 paying small business customers worldwide and employs more than 200 people across its offices in New York and Estonia.

For more information about Pipedrive, please visit their website.