Centilio Sign is a trusted electronic signature solution to keep your company operating smoothly.

Simplify your sales process with Centilio’s seamless integration for Pipedrive, bringing eSignature and document management capabilities directly to your CRM workflow.

Generate proposals, contracts, and agreements effortlessly from Pipedrive deals. With customization templates and a centralized content library, you can build polished documents in just minutes. Send documents for eSignatures directly from Pipedrive. No need for additional tools. Every Centilio subscription includes secure, legally-binding eSignatures, keeping everything within one platform.

Automate your document workflow by populating details like contacts, deals, and product data from Pipedrive using Centilio’s smart variables. Save time while ensuring accuracy. Track every step of your document lifecycle from creation to completion within Pipedrive. Gain actionable insights with analytics that show how recipients interact with your documents, helping you time your follow-ups perfectly.

Enable fast and secure online payments with pre-built payment integrations. Collect payments directly from your documents via credit card, PayPal, or ACH, streamlining your sales cycle. Get started quickly without any technical setup. Centilio’s integration is designed for simplicity. Try it today and see how it transforms your Pipedrive experience.

Installation Steps for Centilio Software

1. Log in to Pipedrive Account: Open your web browser, navigate to Pipedrive, and log in with your credentials. If you don’t have an account, create one by clicking [Sign Up].

2. Access the Pipedrive Marketplace: Locate the Marketplace icon in the left-hand navigation menu of your Pipedrive dashboard and click it to open the Marketplace.

3. Search for the Centilio App: Use the Marketplace search bar to type "Centilio" and click on the Centilio app from the search results to access its details page.

4. Install the Centilio App: Click the Install button on the Centilio app page. Review the permissions in the pop-up and click Allow and Install to proceed.

5. Set Up Your Centilio Account: Log in with your Centilio credentials if you already have an account, or click Sign Up to create one by following the instructions.

Using Centilio with Pipedrive

1. Open a Pipedrive Record: Navigate to any deal, organization, or person record in Pipedrive.

2. Access Centilio Features: Click on the Centilio tab or integration widget within the record view to open the interface.

3. Create, Manage, and Track Documents: Generate documents using the Create Document button, select templates, fill in details, and save or send for e-signing. Monitor document progress (e.g., pending, signed, or rejected) directly in the Centilio dashboard within Pipedrive.