Productivity

Save time with instant docs!

Instant Docs is a flexible tool that generates documents right from your Pipeline CRM data! Create invoices, proposals, contracts and more. Customize templates to create exactly what you need with endless possibilities.

grow

Transform CRM data into documents

Instantly generate what you need to close the deal

Boost productivity

Focus more on closing deals and less on tedious manual documentation.

Reduce error

One click auto-fills data right from Deals, Company and People — with 100% accuracy.

Customize Everything

Tailor unlimited templates with a flexible tool. Change content, colors, graphics and more.

simplify

Instantly generate customized docs

Send customers exactly what they need

Provide your customers with the exact information they need to do business with you. Start with our sample templates or build your own. Change content, fonts, colors, add logos and more!
Save time with auto-fill

Dynamic placeholders are easy to add and edit. They automatically populate your data from Pipeline into the template. Apply templates to data found in Companies, Deals, or People or across all three levels.
Easy to view and share

All invoices, proposals, contracts and other documents generated are viewable on Deal and Company pages. Click to view, download, save and share documents.

How does it work?

Set-up your templates once — use them every day!

Step 1:

Identify the data points you want on your template

Check out our sample templates for some typical information in documents like invoices, proposals and contracts.

Step 2:

Customize samples template or build your own

Start with sample templates or build your own! All templates feature dynamic placeholders, which automatically populate the data from Pipeline accordingly. Customize your documents with any format, color or logos.

Step 3:

Upload the template into Pipeline CRM and map your template by connecting the data points

Use templates across Company, Deal and Person profiles! We’ve made it super easy to map your data! When you’re done, use our Preview tool to ensure it’s exactly what you need.

See how Pipeline CRM can boost your sales

Save time with instant docs!

Transform CRM data into documents

Instantly generate customized docs

How does it work?

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