BoloForms Signature
by BoloForms
Enhance your Pipedrive experience with seamless document generation and eSigning capabilities, streamlining your entire sales process within a single tool.
Effortlessly craft proposals and contracts directly from your Pipedrive deals using customizable templates.
Send documents for eSignature right from Pipedrive, eliminating the need for separate eSignature tools, as every BoloForms subscription includes legally-binding eSignatures.
Generate quotes populated with data from your Pipedrive records.
Easily incorporate CRM details into your documents on-the-fly with BoloForms variables, automatically including contact, opportunity, pricing, and product data.
Stay informed about document statuses without leaving Pipedrive, and leverage document analytics to determine the ideal time for follow-up based on customer interaction.
Get started quickly and easily with no coding required. Experience the efficiency firsthand by trying it out for free at https://signature.boloforms.com/settings?type=INTEGRATIONS
Actions
Kick off related actions in BoloForms Signature as you work with your deals, contacts and/or activities in Pipedrive.
Create Document
Locations:deal details
Select a template created in BoloForms to directly send for signature for this deal.
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