Simplify and accelerate the time to reach an agreement by creating DocuSign envelopes in Pipedrive.
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Categories
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Jobs-To-Be-Done
What problems does this app solve
Use Pipedrive’s Smart Docs to create a new document, either from scratch or by using a template. Save time and avoid errors by auto-filling your document with Pipedrive data from any field – an easy and quick way to personalize your documents. Or upload a PDF into Smart Docs. Then simply choose “create an envelope in DocuSign” and set up the required fields (i.e., specify recipients, customize the email message and add DocuSign fields). Once you’ve sent your envelope, you’ll receive status updates when the envelope has been viewed, signed and completed – all directly in Pipedrive! [Learn more about Smart Docs.](https://support.pipedrive.com/en/article/sales-documents-beta)
Updated Date
1/3/2025
Status
Approved
App ID
351
Provider
Pipedrive
App Type
App
Latest Rating
4.5/5
Company
Pipedrive
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