Pipedrive Docusign Integration Streamlines Your Sales Workflow

With Pipedrive and Docusign integration, you can streamline your sales workflow and save time. By automating the contract signing process, you can reduce the back-and-forth and get deals closed faster.

Pipedrive's integration with Docusign allows you to send contracts directly from the platform, eliminating the need for manual email reminders and follow-ups. This saves you and your team a significant amount of time and effort.

By automating the contract signing process, you can also reduce the risk of contracts getting lost in email inboxes or being overlooked. With Pipedrive and Docusign, you can track the status of contracts in real-time and ensure that they are signed and returned promptly.

For more insights, see: How to Create a Contract on Docusign

You'll be redirected to the Pipedrive Marketplace, where you can click on “Install now.”

A new window will open and prompt you to allow DocuSign to connect with Pipedrive. Choose the Pipedrive account you'd like to connect with and click “Allow and Install.”

You'll be redirected to DocuSign, where you must allow access to the Pipedrive integration.

Once you've completed these steps, you can create envelopes and receive status updates from Pipedrive using the integration.

To do so, click “deactivate” on the right to switch the status to inactive, and then follow the instructions in the preview of a document to create a DocuSign envelope.

Here's a quick summary of the steps:

Alternatively, you can quickly connect Docusign to Pipedrive with a Zapier template.

If you're looking for more complex workflows, you can use Zapier to integrate everything from basic data entry to end-to-end processes.

To test the integration, you can use a free Developer Account offered by DocuSign, which includes a temporary OAuth Access Token and Account ID.

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You'll be redirected to the Pipedrive Marketplace, where you'll click on “Install now.” A new window will open and prompt you to allow DocuSign to connect with Pipedrive. Choose the Pipedrive account you'd like to connect with and click “Allow and Install.”

You'll be redirected to DocuSign, where you must allow access to the Pipedrive integration. Then you'll be directed back to the DocuSign settings in your Pipedrive account.

If the integration is active, you won't be able to create envelopes or receive status updates from Pipedrive until you click “deactivate” on the right to switch the status to inactive.

Here are the steps to create an envelope using the integration:

You can seamlessly connect Docusign and Pipedrive with Zapier, automating your workflow.

This integration allows you to integrate everything from basic data entry to end-to-end processes.

With the DocuSign integration, you can combine the features of both tools in one place, making it easy to manage your business.

You can upload a PDF document from your device into Smart Docs, add custom fields to collect additional information with DocuSign, and send the request all within Pipedrive.

By integrating DocuSign into your Pipedrive workflow, you'll have advanced electronic signature features at your fingertips.

Here are some of the business-critical workflows that people automate with Zapier:

With the Pipedrive DocuSign integration, you can instantly see and interact with DocuSign right from within Pipedrive. This seamless integration allows you to dive into the details of your deals and contacts without leaving the Pipedrive platform.

You can view your documents and send new ones for signature directly from Pipedrive.

With the Pipedrive DocuSign integration, you can easily track and monitor the status of your documents.

You can see who has and hasn't signed, as well as their basic information, from the signing tracker.

The signing tracker is accessible by clicking on the "X/X completed" link in the detail view where the document is linked.

From this window, you can also delete the envelope, see the days left to sign, and download the document.

Here are the key actions you can take from the signing tracker:

To integrate Pipedrive with DocuSign, you'll need to make use of REST APIs from both DocuSign and Pipedrive via OAuth apps. This integration will allow you to display a list of templates within Pipedrive.

The templates are reusable documents like lease and rental agreements that can be previewed, edited, and sent to contact persons for signature. These templates can be made more dynamic by supplying variables based on deal information.

You'll be leveraging the Custom UI Extensions feature in Pipedrive to display the app within the Deal Details section. This feature includes a Panel for displaying the list of DocuSign templates, which is essentially an IFrame that renders an external page.

Each template item can be previewed and sent for signing from the Panel. You can also make corrections to the template before sending it out.

The Modal feature in Custom UI Extensions is used to show a preview of the template.

Suggestion: Template Docusign