Proposal Software for Pipedrive: Build Proposals from Deals
Create Pipedrive proposals without leaving your pipeline. Import contacts and deals, send a branded proposal, and push it back to the right stage when signed.
Pipedrive Integration
built for marketing agencies
Proposal software for PipeDrive that lets you import contacts and deals, then create branded proposals from your pipeline in under 60 seconds. Updates deal stages automatically when proposals are sent, viewed, or accepted. Works with HubSpot’s free CRM.
Connect Pipedrive → Try without CRM
Free to start. No credit card required. No per-seat pricing.
From Pipedrive deal to signed proposal
- Pipedrive deal imported. “Brightloop – Website Redesign” · $24,500
- Proposal auto-drafted. Cover, scope, pricing and timeline. Ready to send.
- Client accepts, deal moves to “Won”. Pipeline stages sync automatically.
In this guide8 sections
- 01Connect once, create proposals from your pipeline forever
- 02The Pipedrive proposal integration your agency has been waiting for
- 03Why marketing agencies need more than Pipedrive’s built-in documents
- 04Propopad vs. other Pipedrive proposal apps
- 05The best proposal app for Pipedrive
- 06Pipedrive integration included on all paid plans
- 07Common questions about proposal software for Pipedrive
- 08Send your first proposal from Pipedrive in 3 minutes
Connect once, create proposals from your pipeline forever
1. Connect your Pipedrive account
One-click OAuth connection. No API tokens and no developer setup required. It works on all Pipedrive plans, including Essential.
2. Import contacts and open deals
Your Pipedrive contacts appear in Propopad instantly. Open deals are then imported as pending proposals on your dashboard, ready to build.
3. Build, send, track. Pipedrive stays in sync
Select services, send the proposal, and your Pipedrive deal stage updates automatically when the client views, accepts, or declines.
The Pipedrive proposal integration your agency has been waiting for
Every other Pipedrive proposal app is built for general sales teams. Propopad is proposal software for Pipedrive built specifically for marketing agencies with 2-15 people.
Import contacts with one click
All your Pipedrive contacts are available in Propopad. That means no more copying names, emails, or company details between tools.
Create proposals from Pipedrive deals
Open Pipedrive deals appear as pending proposals on your Propopad dashboard. Pick one, select your services, and send a complete proposal in under a minute.
Automatic deal stage sync
When you send a proposal, the deal moves to your “Proposal Sent” stage. Then, when the client views or accepts it, Pipedrive updates again without any manual stage changes.
30 pre-built marketing service modules
SEO, social media, branding, web design, content, paid ads, and more. Each module comes with pricing, deliverables, and scope already written, so you set them up once and reuse them forever.
E-signatures and proposal tracking
Clients sign directly in the proposal. You can track which sections they read and how long they spend on each, and get notified the moment they accept.
Retainer, project, and mixed pricing
Combine a $15,000 website build with a $3,000/mo SEO retainer in one proposal. Pricing calculates automatically, which is something no other proposal software for Pipedrive handles natively.
Why marketing agencies need more than Pipedrive’s built-in documents
Pipedrive’s Smart Docs lets you generate documents from templates, but it was designed for simple contracts and quotes. Marketing agencies need full proposals with scope sections, timelines, and executive summaries. That is why Propopad works alongside your Pipedrive pipeline instead.
| Pipedrive Smart Docs | ✕ Template-based documents, limited design | ✕ No auto-drafted executive summary or scope |
|---|---|---|
| ✕ E-signatures only on Professional plan ($49/user/mo) | ✕ No timeline or project phase generation | ✕ No proposal tracking or section analytics |
| ✕ No retainer or mixed pricing support | Propopad + Pipedrive | ✓ Branded templates with your logo and colors |
| ✓ Auto-drafted executive summary and full scope | ✓ E-signatures on every plan, including free | ✓ Automatic timeline with project phases |
| ✓ Track views, time per section, and engagement | ✓ Fixed, monthly, and mixed pricing in one proposal | How we compare |
Propopad vs. other Pipedrive proposal apps
Every Pipedrive proposal integration is built for general sales teams. Propopad is the only proposal software for Pipedrive designed specifically for marketing agencies.
| Feature | Propopad | Proposify |
|---|---|---|
| Better Proposals | Qwilr | Built for marketing agencies |
| Yes, exclusively | No | No |
| No | Works on all Pipedrive plans | Yes |
| Yes | Yes | Yes |
| Create proposals from Pipedrive deals | Yes, as draft proposals | Yes |
| Sync only | Yes | Automatic deal stage sync |
| Full: sent, viewed, accepted | Yes | Basic |
| Yes | Pre-built marketing service modules | 30 included |
| Templates only | Templates only | Templates only |
| Retainer + project pricing combined | Yes, native | Manual setup |
| Basic monthly | Manual setup | Time to first proposal |
| Under 3 minutes | ~1 hour | ~30 minutes |
| ~30 minutes | Pricing | Free, then $19/mo flat |
| $19/user/mo | $19/user/mo | $35/user/mo |
| Propopad uses flat team pricing. Competitors charge per seat, which adds up quickly for growing agencies. |
The best proposal app for Pipedrive
Pipedrive is popular with small agencies because of its visual pipeline and activity-based selling. However, it was never designed to create branded proposals. That is exactly the gap Propopad fills.
60 sec. Average time to create a proposal after initial setup. Select services, set pricing, send.
30. Pre-built service modules for marketing agencies. SEO, branding, social media, web design, paid ads, and more.
All plans. Pipedrive plans supported. Works on Essential, Advanced, Professional, and Power. No plan restrictions.
$19/mo. Flat team pricing on Starter. No per-seat fees. Your whole team included at one monthly rate.
Pipedrive integration included on all paid plans
Contact import is available on Starter and above. Deal sync and engagement tracking are available on Pro and Business.
| Plan | Billed yearly | Billed monthly | Includes |
|---|---|---|---|
| Starter | $19/mo | $29/mo | Pipedrive contact import · 2 users · 10 proposals/mo · e-signatures and PDF |
| Pro (most popular) | $39/mo | $59/mo | Everything in Starter, plus Pipedrive deal sync · 5 users · 40 proposals/mo · full analytics and tracking |
| Business | $69/mo | $99/mo | Everything in Pro, plus unlimited users and proposals · full branding |
Common questions about proposal software for Pipedrive
Does Propopad work on all Pipedrive plans?
Yes. Propopad’s Pipedrive integration works on every Pipedrive tier, including Essential. This means you do not need a Professional or Power plan to import contacts, create proposals from deals, or sync proposal status back to your pipeline.
How is Propopad different from other Pipedrive proposal apps?
Every other proposal app on the Pipedrive Marketplace is built for general sales teams. In contrast, Propopad is the only Pipedrive proposal integration designed specifically for marketing agencies. It comes with 30 pre-built marketing service modules, handles retainer and mixed pricing natively, and as a result generates a complete branded proposal in under 60 seconds instead of 30+ minutes.
Can I create proposals directly from Pipedrive deals?
Yes. When you connect Pipedrive, your open deals appear as pending proposals on your Propopad dashboard. Select a deal, pick your services, and the proposal is created with all client details pre-filled. The deal stage in Pipedrive then updates automatically as the proposal moves through sent, viewed, and accepted.
What happens in Pipedrive when a client accepts a proposal?
When a client accepts and signs a Propopad proposal, the linked Pipedrive deal stage updates automatically to “Won” or your custom stage. Activity notes also appear on the deal timeline, so you do not need to update anything manually.
Why not just use Pipedrive Smart Docs for agency proposals?
Pipedrive Smart Docs is a template-based document tool designed for simple contracts and quotes. However, marketing agencies need full branded proposals with executive summaries, scope sections, timelines, and design flexibility. Additionally, Pipedrive requires a Professional plan ($49/user/month) to use e-signatures with Smart Docs, while Propopad includes e-signatures on every plan.
Can I send retainer and project pricing from Pipedrive?
Yes. Propopad handles fixed-price projects, monthly retainers, and mixed proposals that combine both. For example, a single proposal can include a $15,000 website build alongside a $3,000/month SEO retainer. Investment totals are then calculated and displayed automatically.
Is there per-seat pricing?
No. Propopad uses flat team pricing instead. Starter includes 2 users at $19/month, while Pro includes 5 users at $39/month. Business is unlimited. By comparison, competitors like Proposify, Better Proposals, and Qwilr charge per user, which gets expensive for growing agencies.
How long does it take to set up the Pipedrive integration?
About 30 seconds. Simply click “Connect Pipedrive” during onboarding or from Settings, then authorize the connection. Your contacts and deals are imported immediately, with no API tokens, developer setup, or configuration needed.
Can I use Propopad with Pipedrive and HubSpot at the same time?
Propopad supports one active CRM connection at a time. You can connect either Pipedrive or HubSpot, and switch between them if needed.
Send your first proposal from Pipedrive in 3 minutes
Connect your Pipedrive account, pick a deal, select your services. See what Propopad builds for you.
Your first proposal is free. No credit card required.
Connect it in a couple of minutes
Import your contacts and deals, then send a branded proposal without retyping anything.
Create first proposal for free