Is your Pipedrive sales process as efficient as it could be?
You rely on it to manage your sales pipeline, track deals, and keep your team organized.
But when it comes to sending proposals, tracking buyer engagement, and securing approvals, manual processes can slow you down.
That's why we developed our proposal software for Pipedrive.
By automating proposals, providing real-time engagement insights, and integrating seamless e-signatures, you can eliminate bottlenecks, speed up approvals, and ensure every proposal gets the attention it deserves - all without leaving Pipedrive.
In this article, we share how proposal software for Pipedrive improves your sales process, streamlines proposal management, and helps you close deals with confidence.
Plus, you’ll see real-world success stories from companies that have optimized their sales workflow with this integration.
5 signs your Pipedrive CRM needs proposal software
Pipedrive is great for managing deals and tracking pipeline progress, but it doesn’t seamlessly connect proposal creation, buyer engagement, and deal approvals.
Without this link, your sales process can slow down, leading to stalled deals and missed revenue opportunities.
Here’s how to tell if your Pipedrive CRM workflow needs proposal software integration:
| Challenge | How GetAccept's integration solves it |
| You spend too much time manually creating proposals. | Auto-generate branded contracts and proposals using Pipedrive data. |
| You have no visibility into buyer engagement. | Track document opens, frequently viewed sections, and recipient shares in real time. |
| Follow-ups feel random and inconsistent. | Automate timely follow-ups based on buyer intent signals. |
| Approval delays slow down deal closures. | Use e-signatures and approval workflows to remove bottlenecks. |
| Your proposals feel generic. | Add videos, live chat, and interactive pricing tables to create a more engaging experience. |
If any of these challenges sound familiar, it’s time to optimize your Pipedrive sales process.
The business impact of proposal software for Pipedrive
A slow, disconnected sales process will cost you deals.
Manually drafting proposals, chasing approvals, and guessing at buyer interest creates friction that delays decision-making. With proposal software, you can automate proposal creation, track buyer engagement in real time, and deliver interactive quotes that make it easier for prospects to say yes.
Here’s how it streamlines your sales process.
Branded proposals & contracts in no time
Instead of wasting time manually drafting contracts and proposals, you can auto-fill them using merge tags from Pipedrive.
Any updates you make to a deal instantly sync with your proposal, ensuring your buyers always see the most current version without needing a new link.
This automation makes the quoting process 9x faster than traditional methods.
Real-time buyer engagement tracking
You send a proposal - but then what?
With GetAccept, you don’t have to guess whether a prospect actually reads it. Get real-time notifications when your proposal is opened, viewed, or shared. Track which sections they focus on most, so you can tailor your follow-ups based on what truly matters to them.
| 💡 Customers using GetAccept see 41% higher buyer engagement compared to static proposals. |
Fast, accurate quote delivery with dynamic pricing tables
Static PDFs slow things down.
Instead, use GetAccept’s dynamic pricing tables to automatically generate modern, interactive quotes using product details stored in Pipedrive. Buyers can adjust pricing tiers, select custom options, and approve quotes instantly - without endless email threads.
This streamlined approach saves sales reps an average of 10+ hours per week on administrative tasks.
How GetAccept customers use proposal software for Pipedrive
Here are three customers using sales proposal software for Pipedrive to automate sales workflows, improve buyer engagement, and close deals faster.
1. Track engagement and follow-ups
Customer case study: Vainu
Vainu needed a seamless, data-driven sales process to match their expanding global operations. With a large sales organization, they required real-time integrations and smarter ways to engage prospects.
By implementing proposal software for Pipedrive, Vainu’s sales team gained real-time insights, automated follow-ups, and live chat functionality - allowing them to prioritize leads, act faster, and maintain seamless communication throughout the sales cycle.
With GetAccept, Vainu benefits from:
- Real-time engagement & follow-ups: Automated reminders and instant notifications help Vainu’s sales team act quickly when prospects engage with proposals, improving response times and deal momentum.
- Seamless communication: Live chat within proposals enables direct, ongoing conversations with prospects, reducing friction and keeping deals moving forward.
- Efficient contract management: With GetAccept’s Pipedrive integration, Vainu can easily send, track, and archive contracts, ensuring a smooth and organized sales process.
"GetAccept helps our salespeople know when to contact their clients, and whom. With better insights, the tool helps us prioritize our time and close more deals!"
Read more2. Streamline contract creation and personalize sales communications
Customer case study: Index Hospitality
Index Hospitality needed a faster, more efficient way to generate contracts and manage sales for high-end hospitality businesses.
Using proposal management software, they cut contract creation time by 75%, auto-filled customer details, and automated inventory tracking. Dynamic pricing tables ensure accuracy, reducing admin work. Now, sales reps focus more on selling, creating a smoother, more efficient buyer experience.
With GetAccept, Index Hospitality benefits from:
- 75% faster contract generation – Automating contract creation with dynamic templates and CRM integration reduces time spent on administrative tasks from 40 minutes to under 10 minutes.
- Accurate inventory management – Seamless integration with Pipedrive ensures real-time tracking of product availability, preventing overselling, overstocking, and stockouts.
- Personalized sales communication at scale – Custom email templates tailored to different buyer preferences help sales reps engage prospects more effectively, creating a smoother, more personal sales experience.
“It used to take us 35 to 40 minutes of work per quotation. Now it’s less than 10 minutes.”
Read more3. Fast-track deals with approvals and e-signatures
Customer case study: Diners Club
Diners Club needed a seamless eSigning solution after switching to Pipedrive, as their previous tool lacked integration and personalization.
With GetAccept, they automated document creation using CRM data, tracked buyer engagement, and gained valuable analytics. The sales team quickly adopted the platform, reducing admin work while improving efficiency. Now, they personalize contracts, streamline approvals, and manage send-outs directly within Pipedrive.
With GetAccept, Diners Club benefits from:
- Seamless pipedrive integration – Automate document creation with CRM data, eliminating manual entry and reducing turnaround time.
- Enhanced buyer engagement analytics – Track document opens, interactions, and engagement to optimize follow-ups and improve conversion rates.
- Effortless sales team adoption – Easy-to-use interface within Pipedrive ensures quick onboarding, reducing software fatigue and increasing efficiency.
"Impressive from the start - from first call, to implementation, to expanding our usage. GetAccept's customer care team has been a pleasure to work with and we look forward to more innovations and features in the product!"
Read moreConclusion
Pipedrive CRM helps you track your pipeline, but moving deals forward takes more than just visibility. You need a system that streamlines proposal creation, reveals buyer intent, and removes approval delays.
With GetAccept’s Pipedrive integration, you can send proposals faster, personalize engagement, and track interactions in real-time - ensuring you follow up at the perfect moment.
If you’re still manually creating proposals, guessing follow-ups, or waiting on slow approvals, it’s time to upgrade.GetAccept streamlines every stage of your sales cycle, helping you and your team close more deals faster.
