Pipedrive Integration
Trusted by industry leaders
Track contract statuses and close deals faster
Automate your contract creation, track document statuses in real time, and speed up the entire closing process. With automated workflows, you can eliminate manual steps, keep everything on track, and close deals faster than ever before.
Seamless Integration of SimpleSign and Pipedrive
Experience the power of streamlined contract management with SimpleSign and Pipedrive. Together, they simplify your workflow, ensuring that every contract is easily accessible and efficiently managed.
Simplify review requests
Request approvals and signatures directly from Pipedrive, without the need to manage review requests offline. Send contracts for review to relevant stakeholders while continuing to work on other deals. SimpleSign will keep you updated on the next steps. When it’s time to send for e-signing, simply click a button in Pipedrive to get it done.
Create contracts from Pipedrive
Create and manage contracts directly from Pipedrive deals, saving time and effort. SimpleSign auto-fills your proposals with Pipedrive data, preparing an error-free contract in minutes. Every contract version, with updated data, automatically syncs between Pipedrive and SimpleSign, ensuring you never miss an update and always stay on top of contract actions.
Ensure compliance
Ensure your organisational standards are always followed with custom conditions for contract creation. SimpleSign lets you lock contracts at specific sales cycle stages, preventing confusion or errors. By setting multiple conditions, you can automatically unlock the required contracts when those conditions are met, ensuring compliant process.
Internal audits
Generate detailed reports for internal audits without digging through multiple folders and drives. With SimpleSign as your single source of truth, you can access all contracts created in Pipedrive across different stages. The SimpleSign widget offers constant visibility, making it easy to generate reports quickly and accurately, simplifying your auditing process.