DocuSign
by Pipedrive
Use Pipedrive’s Smart Docs to create a new document, either from scratch or by using a template. Save time and avoid errors by auto-filling your document with Pipedrive data from any field – an easy and quick way to personalize your documents. Or upload a PDF into Smart Docs.
Then simply choose “create an envelope in DocuSign” and set up the required fields (i.e., specify recipients, customize the email message and add DocuSign fields). Once you’ve sent your envelope, you’ll receive status updates when the envelope has been viewed, signed and completed – all directly in Pipedrive!
Setup and installation
GDPR notice: If you uninstall the DocuSign app, Pipedrive will store any completed signature documents and the status of the envelope and recipient.
If you’re interested in this app, you might also like:
69%
12%
7%
3%
9%
Use our powerful API to build awesome apps for either your company or for all Pipedrive users.
Build an app