What do I need for this integration?
- You need to already be part of a Contractbook Team as a member or owner
- You need to have Pipedrive integration included in your Contractbook plan
- Template in Contractbook: To begin with, define which template will be used to create the draft as soon as a deal stage in Pipedrive is updated.
This template will be connected with the integration, meaning it will be used for all deals in Pipedrive that are moved to the stage you specify.
The contract draft which will be automatically created as a result of the automation will be customized with the help of the Data fields you add to your template. As such, deals in Pipedrive must contain all the information you need to add to the auto-generated contract such as company name, email address, agreed price, billing details, MRR, ARR, etc.
- An existing Pipedrive account