BoldSign + Pipedrive
Send BoldSign signature requests when new Pipedrive deals reach specific stages
With this integration, you can speed up the process of getting contracts signed when a deal reaches a certain stage. Set it up to automatically relay a BoldSign signature request whenever a new Pipedrive deal reaches a specified stage.
With this integration, you can speed up the process of getting contracts signed when a deal reaches a certain stage. Set it up to automatically relay a BoldSign signature request whenever a new Pipedrive deal reaches a specified stage.
- When this happens...New Deal
Triggers when a new deal is created.
- automatically do this!Send Document From Template
Create and send a document out for signature based on a BoldSign template.
- Free forever for core features
- 14 day trial for premium features & apps
About BoldSign
BoldSign is an electronic signature solution that lets you collect legally binding eSignatures online from any device.
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About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
