As the world shifts towards digital transformation, businesses have had to adapt to new ways of conducting transactions and signing documents. DocuSign is one of the leading electronic signature platforms that allows businesses to sign documents digitally. Pipedrive, on the other hand, is a popular CRM software that helps businesses manage their sales pipeline. In this article, we will take a closer look at the benefits of integrating Pipedrive with DocuSign.
What is Pipedrive?
Pipedrive is a sales management software that helps businesses track deals and manage their pipeline. The software is designed to be simple and intuitive, making it easy for sales teams to use. With Pipedrive, businesses can track their deals from the initial contact to closing the deal.
What is DocuSign?
DocuSign is an electronic signature platform that allows businesses to sign documents digitally. The platform is designed to be secure and compliant with various regulations, making it a popular choice for businesses that operate in regulated industries.
Why Integrate Pipedrive with DocuSign?
Integrating Pipedrive with DocuSign can help businesses streamline their sales process and improve efficiency. By integrating the two platforms, businesses can send contracts and other documents for signature directly from Pipedrive. This eliminates the need to switch between different platforms and reduces the time it takes to get documents signed.
Benefits of Pipedrive DocuSign Integration
There are several benefits of integrating Pipedrive with DocuSign:
Increased Efficiency
Integrating Pipedrive with DocuSign can help businesses save time by eliminating the need to switch between different platforms. This can help improve the efficiency of the sales process and reduce the time it takes to close deals.
Better Visibility
Integrating Pipedrive with DocuSign can provide businesses with better visibility into the status of their documents. Sales teams can see when a document has been sent, when it has been opened, and when it has been signed. This can help sales teams follow up with prospects and close deals faster.
Improved Accuracy
Integrating Pipedrive with DocuSign can help improve the accuracy of signed documents. DocuSign provides a digital audit trail that records every step of the signing process. This can help businesses ensure that the signed documents are accurate and legally binding.
Reduced Costs
Integrating Pipedrive with DocuSign can help businesses reduce their costs by eliminating the need for paper-based processes and reducing the time it takes to get documents signed. This can help businesses save money on printing, shipping, and other related costs.
How to Integrate Pipedrive with DocuSign
Integrating Pipedrive with DocuSign is a simple process that can be completed in a few steps:
Step 1: Sign up for DocuSign
The first step to integrating Pipedrive with DocuSign is to sign up for a DocuSign account. You can sign up for a free trial or a paid account, depending on your needs.
Step 2: Set up the Pipedrive Integration
Once you have signed up for DocuSign, you can set up the integration with Pipedrive. To do this, go to the DocuSign App Center and search for the Pipedrive integration. Click on the integration and follow the instructions to set it up.
Step 3: Send Documents for Signature
Once the integration is set up, you can send documents for signature directly from Pipedrive. To do this, click on the document you want to send and select “Send with DocuSign.” Follow the instructions to send the document for signature.
Conclusion
Integrating Pipedrive with DocuSign can provide businesses with several benefits, including increased efficiency, better visibility, improved accuracy, and reduced costs. By streamlining the sales process and reducing the time it takes to get documents signed, businesses can close deals faster and improve their bottom line. To get started with the integration, sign up for a DocuSign account and follow the steps to set up the integration with Pipedrive.