eSign for Pipedrive

Create, send, sign, and manage your sales documents without having to switch between tools using the eSign and Pipedrive integration.

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Pipedrive integration

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Integrate eSign and Pipedrive

By integrating eSign with Pipedrive, you can streamline your CRM and sales process, and ensure your workflows are as efficient as possible. eSign for Pipedrive allows you to organise your sales transactions more effectively, meaning you can focus on closing deals rather than time-consuming paperwork.

View document signatures within deals, create envelopes to send to customers in just a few clicks and track document statuses within your Pipedrive account.

1.1 million
documents processed per month
20,000
new signers per month
400,000
envelopes sent per month
1.1 million
documents processed per month

eSign can complement your existing processes.

Send documents instantly and securely within Pipedrive

As an essential sales customer relationship management tool for many businesses, eSign’s integration with Pipedrive can streamline your sales document processes, maximising the efficiency of your workflow. When using eSign with Pipedrive, you will have greater control over your documents, with the ability to create envelopes to send to customers in just a few clicks. 

Security and privacy are our main priorities at eSign, which is why our Pipedrive integrations follow our robust security protocols with leading systems in place to protect user data. With our secure audit trails you can gather essential information about a document including the date, time, location, and IP address from when it was signed by the recipient.

Integrate eSign for Pipedrive

Communication and collaboration between clients and customers.

Combine the features of eSign and Pipedrive

Integrating eSign and Pipedrive allows you to utilise the features and functionality of both platforms in one place, ensuring better productivity and saving you time on important sales transactions. With eSign for Pipedrive you can complete a wide range of document actions including:

  • Easily access signed documents within Pipedrive
  • Create an envelope, add a template, or upload any document for sending
  • Automatically track envelope statuses using Pipedrive activities
  • Pass information from your deal into eSign templates automatically

These features are just a few examples of how eSign and Pipedrive can be used together to create a successful sales workflow for your business.

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Accelerate your existing sales workflows.

Transforming your sales workflows

With eSign for Pipedrive you will have better visibility of your transactions. Monitor performance more accurately and alter your sales strategies as needed, in order to grow the number of deals you have and ensure they are completed successfully. By integrating eSign into your Pipedrive workflow, gain access to several advanced electronic signature features.

For example, you have the option to add extra fields as well as the signature request box. This means you can tailor documents specifically for each recipient and get transactions signed off quicker. You can also customise the message that the client receives with the document, conveying a professional and personalised approach from your organisation.

transforming-workflows

Testimonials

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Mid Devon District Council

“Using eSign has made our tenancy completion processes so simple. You don’t have to be technically savvy to be able to use the platform, and it doesn’t draw on any other ICT resources. Our tenancy agreements and documents are signed within minutes, and we’ve even had tenants comment on how easy it is to use as a signer, which is fantastic.”

Lisa Harber | Team Leader 

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    Benefits of eSign and Pipedrive Integration

    Esignatures Streamline Business Communications

    Streamline Sales Workflows

    Integrating eSign with Pipedrive enables businesses to manage their sales documents and transactions without having to switch between applications. This can ensure documents are sent for eSignature quickly and efficiently to generate successful sales outcomes.

    Esignature Modernise Business Operations

    Boost Productivity

    With better optimisation in your sales processes thanks to the integration of eSign and Pipedrive, your team can be more productive in their main responsibilities of closing deals. Rather than having to spend too much time and resources on document management.

    Improve Customer Experience with E-Sign

    Improve Customer Experience

    By using eSign and Pipedrive, you can create a better experience that will increase conversions and turn leads into long lasting customers. Fast response times and a seamless document signing journey are beneficial in staying ahead of your competitors.

    Frequently Asked Questions

    What does Pipedrive do?

    Pipedrive is a CRM and sales pipeline that is designed to support businesses with tracking sales activities, managing leads, and closing more successful deals. It helps to streamline and consolidate sales data into one user-friendly and valuable tool. 

    Which eSign plan is this integration available on?

    The eSign and Pipedrive integration is available to customers using our Enterprise plan. Please get in touch with our Digital Transformation Team for more information.

    What kind of companies use Pipedrive?

    The Pipedrive platform is typically used by small and medium sized businesses for contract management and optimising their sales workflows. It’s easy set up and simple interface make it an ideal solution for organisations who haven’t used a CRM before or who are still developing their sales and customer strategy.

    What does Pipedrive integrate with?

    Pipedrive can be integrated with a wide range of different platforms as well as eSign. This means you can create a seamless centralised workflow with applications working together efficiently.

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