Pipedrive + Xodo Sign
Send eversign templates for signatures when Pipedrive deals reach new stages
Tired of manually having to prepare and send contracts for electronic signature? Using this integration you can automatically send an eversign template for signature when you update a deal to a specific stage and even dynamically populate merge fields with data from Pipedrive.
Tired of manually having to prepare and send contracts for electronic signature? Using this integration you can automatically send an eversign template for signature when you update a deal to a specific stage and even dynamically populate merge fields with data from Pipedrive.
- When this happens...Updated Deal Stage
Triggers when a deal's stage is updated.
- automatically do this!Use Template
Sends a document created from a template in your eversign account.
- Free forever for core features
- 14 day trial for premium features & apps
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.
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CRM (Customer Relationship Management)About Xodo Sign
Xodo Sign is a tool used to sign legally binding documents online on any device