INTEGRATIONS
Create and track contracts in Pipedrive for a faster workflow
Empower your Sales team to manage contracts in their familiar tool.
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.
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.
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.
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.