This integration allows you to send documents instantly, securely and have easy access to signed documents within Pipedrive for quick retrieval. From the DEAL page in your Pipedrive, you launch the docusign ON pipedrive integration, create an envelope, add a template or upload any document and send it. Each DocuSign’s envelope contains one or more documents and is created and managed in a Docusign account. Each user can set company’s templates to start creating clients’ documents or upload a new one when required. Simply drag and drop a signature point as well as other client’s data required, then the document will be ready to be sent! Just one click to finish! Your clients will receive a link to the contract via email, they will have access to a DocuSign e-signature free account, allowing them to sign any document with legal validity, with just fews clicks!

Closing a deal has never been easier and faster!

Here the link in PD marketplace to start the installation:
https://marketplace.pipedrive.com/app/docusign-on-pipedrive-integration/ef9170b2ec1f114f

 

About the partner 

Company Website

easycrm.me