1.Monitors deal stage updates
Integrate Pipedrive and deal stage tracking to detect deal stage updates for configured contract flow.
Send contract and schedule follow-ups for new deals
Automatically detect deal stage updates across Pipedrive and create signature requests in Signaturit. Get contract and schedule follow-ups when deals enter negotiation, reach contract stage, or change into the configured stageβso you can send for eSignature, log deal activities, and track signing without manual follow-up.
How this automation accelerates your deal signing
When deals enter negotiation but follow-ups get delayed, signature timelines slip and owners lose visibility. This automation sends for eSignature and creates deal activities and reminders in Pipedrive and Signaturitβso your team can keep deals moving.
Pipedriveor swap with your favorite app
2.Creates signature request
Integrate Signaturit and contract templates to create a signature request and send it to the right recipients.
Signaturitor swap with your favorite app
3.Creates confirmation activity
Integrate Pipedrive and task reminders to create a confirmation activity due in 1 day for the deal owner.
4.Schedules follow-up series
Integrate Pipedrive and activity planning to create a follow-up series that tracks receipt and signing status.
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Explore all esignature & contract execution automations
Close contracts faster with automated signature routing, record updates, and execution alerts
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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