freeinteractive features

Lumin

by Lumin

In Manage contracts, Support my customers

Description Features How to set up Reviews

freeinteractive features

Lumin app helps user to create, send and sign contracts within Pipedrive

In Manage contracts, Support my customers

Description

With Lumin, user can create, send and track Lumin contract within Pipedrive, and perform these actions in a contact, company or deal in Pipedrive. You and your team can track the status of contracts without leaving Pipedrive. With this integration you can:

Create and send contracts to signers within Pipedrive
Manage contract status in contact, company or deal screen
View contract history and details like contract status, senders and due dates.

Lumin - Pipedrive integration is the process of connecting Pipedrive with Lumin to enable Lumin share data on Pipedrive.

Features

Panels

Instantly see and interact with Lumin as you dive into the details of your deals/contacts in Pipedrive.

Lumin - Signature request

Locations:deal details

Actions

Kick off related actions in Lumin as you work with your deals, contacts and/or activities in Pipedrive.

Upload document

Locations:deal details

Create an signature request

Installation instructions

Log in to Pipedrive with your account.
Navigate to the Pipedrive marketplace and search Lumin in the search bar.
Locate Lumin then, click Install
Navigate through the authorization process. Click Allow access to complete the app installation.