Integrations

/

Pipedrive

Pipedrive

Connect BridgePDF to Pipedrive and see exactly how prospects engage with your proposals. Every document view becomes a data point in your pipeline, helping you focus on deals that are actually moving.

Generate Links From Deals

Create BridgePDF tracking links directly inside Pipedrive. From any Deal or Person view, select your insurance proposal or rate comparison and generate a tracked link. The engagement data flows back automatically, your proposal activity lives where your deals live.

Timeline Visibility

When an insurance agency prospect opens your coverage comparison, it shows up immediately in the deal timeline. See if they spent time on liability coverage or skipped straight to pricing. That context transforms your follow-up from guesswork into targeted conversation.

Deal Stage Intelligence

Use engagement signals to move deals forward. Prospects who review your proposal multiple times or share it with partners signal buying intent. Identify stalled deals early, if a proposal sits unopened for a week, you know to try a different approach.

This integration is coming soon. Request early access to be first in line when it launches.

Connect BridgePDF to Pipedrive and see exactly how prospects engage with your proposals. Every document view becomes a data point in your pipeline, helping you focus on deals that are actually moving.

Generate Links From Deals

Create BridgePDF tracking links directly inside Pipedrive. From any Deal or Person view, select your insurance proposal or rate comparison and generate a tracked link. The engagement data flows back automatically, your proposal activity lives where your deals live.

Timeline Visibility

When an insurance agency prospect opens your coverage comparison, it shows up immediately in the deal timeline. See if they spent time on liability coverage or skipped straight to pricing. That context transforms your follow-up from guesswork into targeted conversation.

Deal Stage Intelligence

Use engagement signals to move deals forward. Prospects who review your proposal multiple times or share it with partners signal buying intent. Identify stalled deals early, if a proposal sits unopened for a week, you know to try a different approach.

This integration is coming soon. Request early access to be first in line when it launches.

Table of contents

Table of contents