PieSync integrates Pipeliner with PandaDoc for an automatic 2-way contacts sync. Every time you add or update a contact in Pipeliner, it is automatically synced with PandaDoc, and vice versa - eliminating import/export!
Syncing Pipeliner with PandaDoc is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.
Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing Pipeliner with PandaDoc.
More connections with Pipeliner and PandaDoc are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.
PieSync works in the background and integrates your contacts two-way and in real time between your favorite cloud apps. This means you will have access to the most up to date customer information, no matter where you are or who entered the data.
Pipeliner CRM is an intelligent platform with a powerful dashboard to work in. The intuitive and visual pipeline view with graphical display together with user-friendly reporting and forecasting features will continuously empower your sales team!
PandaDoc is the document platform that boosts your company's revenue by accelerating the way it transacts. It provides sales and marketing teams the management software they need to win deals.
This is a great app that does exactly what it is supposed to do and in a very simple way. I use it to keep my contacts in sync between CRM's and it does a great job of that.
Our staff loves how easy it is to tag prospects and customers based on their industry and product interest in Insightly. PieSync’s intelligent syncing helps translate all of these tags effortlessly into various segmented e-mail campaigns in Mailchimp.