Docusign + Pipedrive
Create signature requests in DocuSign for new activity matching filters in Pipedrive
Save time and keep your contracts organized by automating the signature request process. With this workflow, whenever a specific activity occurs in Pipedrive, a signature request will be created in DocuSign. This way, you can ensure you never miss a crucial signature while streamlining your document management.
Save time and keep your contracts organized by automating the signature request process. With this workflow, whenever a specific activity occurs in Pipedrive, a signature request will be created in DocuSign. This way, you can ensure you never miss a crucial signature while streamlining your document management.
- When this happens...Activity Matching Filter
Triggers when an activity matches a Pipedrive filter.
- automatically do this!Send Envelope Using Document
Sends a envelope signature request using a document.
- Free forever for core features
- 14 day trial for premium features & apps
About Docusign
Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
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SignaturesAbout 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.
