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Document generation for Pipedrive: 7 tools

Pipedrive organizes sales data around deals, each with a person, an organization, products and custom fields. This hub lists 7 tools that generate documents from Pipedrive. The native option is Pipedrive Smart Docs, which creates proposals, quotes and contracts from deal data, with e-signature.

Generation starts from the deal view or from a Pipedrive automation. Proposal and e-sign suites make up four of the seven listings, and six of the seven tools output documents for e-signature. Plumsail Documents is the exception: it fills Word templates, outputs PDF, DOCX, XLSX or PPTX, and reaches Pipedrive only through Zapier, Make or n8n. Visual builders are the template editor for five tools. Proposal and e-sign suites sort after the other tools, so the first three in the list are Contractbook, Pipedrive Smart Docs and Plumsail Documents.

Published prices run from $13 per user a month at Better Proposals to $270 a month for Oneflow’s five-user Business plan, checked 20 Oct 2026. PandaDoc, Contractbook and Oneflow have free tiers. The Smart Docs record rests on general knowledge because its page did not load, so confirm its plans and limits with Pipedrive before you rely on it.

Tools
7
With USD price
5, from $13
Free tier
3
Direct / via Zapier
6 / 1
Native option
Smart Docs
Checked
20 Oct 2026
  1. 01
    Contractbook contractbook.com

    Centralize $399/mo annual, currency labels mixed.

    Outputs PDF, e-sign documents Template Visual builder Also reads HubSpot, Salesforce, Zapier/Make/n8n, API
    Not published free tier
  2. 02
    Pipedrive Smart Docs Native pipedrive.com

    Native Pipedrive add-on/feature.

    Outputs PDF, e-sign documents, Google Docs, DOCX Template Google Docs, Word
    Not published
  3. 03
    Plumsail Documents via Zapier plumsail.com

    Folder plan 200 docs/mo. Price $25/mo annual ($29 monthly) per Formester review; store page did not render amounts.

    Outputs PDF, DOCX, XLSX, PPTX Template Word Also reads Airtable, Google Sheets, Google Forms, Typeform +5
    $25 / mo
  4. 04
    PandaDoc Editor's pick pandadoc.com

    Adjacent proposal and e-sign suite.

    Outputs PDF, e-sign documents, DOCX Template Visual builder Also reads HubSpot, Salesforce, Zapier/Make/n8n, API G2 4.7 (3324)
    $19 / mo
  5. 05
    GetAccept getaccept.com

    Adjacent digital sales room and e-sign. eSign $25/user/mo.

    Outputs PDF, e-sign documents Template Visual builder Also reads Salesforce, HubSpot G2 4.6 (1253)
    $25 / mo
  6. 06
    Better Proposals betterproposals.io

    Adjacent proposal suite. Starter $13/user/mo (billing basis unclear, table shows $19).

    Outputs HTML, PDF, e-sign documents Template Visual builder Also reads HubSpot, Salesforce, Zoho, Zapier/Make/n8n
    $13 / mo, cheapest here
  7. 07
    Oneflow oneflow.com

    Adjacent contract platform.

    Outputs PDF, e-sign documents, HTML Template Visual builder Also reads Salesforce, HubSpot, Zapier/Make/n8n
    $270 EUR 250, converted

Questions about Pipedrive

5 answered
How do I generate PDFs from Pipedrive?
On this page, 7 tools can build a PDF from Pipedrive data. Contractbook, Pipedrive Smart Docs and Plumsail Documents come first in our order. Pipedrive Smart Docs creates proposals, quotes and contracts from deal data, with e-signature.
Does Pipedrive have a native option?
Pipedrive Smart Docs creates proposals, quotes and contracts from deal data, with e-signature. Pipedrive Smart Docs is listed on this page with the other 6 tools.
Can I add line items to a Pipedrive document?
Our records do not track line item support yet, so check each tool before you buy. None of the 7 records mentions linked records in its notes.
How much does document generation for Pipedrive cost?
Paid plans start at $13 a month with Better Proposals. The highest published starting price here is $270 a month, from Oneflow. A free tier comes with 3 of them. No price is published for 2. Prices were checked on 20 Oct 2026.
Can generation run automatically from Pipedrive?
Generation starts from the deal view or from a Pipedrive automation. Of the 7 tools, 5 connect to Zapier, Make or n8n.

Not sure which one fits? Answer three questions and get three tools back, scored by the rules on the methodology page.

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