
PandaDoc Proposals & eSignatures in Pipedrive
用户量:5444大小:0.26MiB版本:v 1.2.8更新时间:2019-02-20
Create, send, track, and eSign proposals and quotes from within Pipedrive CRM to expedite your sales process and close deals fast.
PandaDoc Proposals & eSignatures in Pipedrive 的使用方法详解,最全面的教程
PandaDoc Proposals & eSignatures in Pipedrive 描述:
用户数:5444
分类:生产工具插件
扩展大小:0.26M
最后更新时间:2019-02-20
版本:v 1.2.8
PandaDoc Proposals & eSignatures in Pipedrive 插件简介:
这是来自Chrome商店的 PandaDoc Proposals & eSignatures in Pipedrive 浏览器插件,您可以在当前页面下载它的最新版本安装文件,并安装在Chrome、Edge等浏览器上。
PandaDoc Proposals & eSignatures in Pipedrive插件下载方法/流程:
点击下载按钮,关注“扩展迷Extfans”公众号并获取验证码,在网页弹窗中输入验证码,即可下载最新安装文件。
PandaDoc Proposals & eSignatures in Pipedrive插件安装教程/方法:
(1)将扩展迷上下载的安装包文件(.zip)解压为文件夹,其中类型为“crx”的文件就是接下来需要用到的安装文件
(2) 从设置->更多工具->扩展程序 打开扩展程序页面,或者地址栏输入 Chrome://extensions/ 按下回车打开扩展程序页面
(3) 打开扩展程序页面的“开发者模式”
(4) 将crx文件拖拽到扩展程序页面,
完成安装如有其它安装问题,
请扫描网站底部二维码与客服联系如有疑问请参考:
https://www.extfans.com/installation/Power up Pipedrive with document generation and eSigning functionality that can manage the entire sales cycle in a single tool.
- Build proposals and contracts from a Pipedrive deal, contact or organization records. Customize new documents in minutes with templates and a dedicated content library.
- Send documents for eSignature right from Pipedrive. No need to buy and connect a separate eSignature tool as every PandaDoc subscription includes legally-binding eSignatures.
- Create interactive quotes with pre-populated data from your Pipedrive records. Enable Stripe payments to collect credit card and ACH payments right from the documents you send.
- Reduce manual work and eliminate errors by merging deal details into documents. Save time with PandaDoc tokens to add contact, opportunity, pricing, and product data into your docs automatically.
- Track document statuses without leaving Pipedrive. Choose the perfect time to follow up with document analytics that shows how your customers interacted with each document.
It’s fast and easy to get started, no coding required. Download the add-on and add a few PandaDoc document templates. Try it free at www.pandadoc.com/integrations/pipedrive