Docubee + Pipedrive
Generate and send agreements for signatures with Docubee for newly-updated deal stages in Pipedrive
Set up this Zap to easily use Docubee to generate a contract or agreement, automatically populating a document template with deal data from Pipedrive as soon as a deal stage is updated. Send the contract for review and collect legally binding signatures, with no added clicks or keystrokes.
Set up this Zap to easily use Docubee to generate a contract or agreement, automatically populating a document template with deal data from Pipedrive as soon as a deal stage is updated. Send the contract for review and collect legally binding signatures, with no added clicks or keystrokes.
- When this happens...Updated Deal Stage
Triggers when a deal's stage is updated.
- automatically do this!Start a Workflow Instance
Sends data to start an OnTask Workflow Template
- Free forever for core features
- 14 day trial for premium features & apps
About Docubee
Docubee is an intelligent contract automation platform that allows businesses to create, manage, sign, and track digital contracts.
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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.
