Using Pipedrive for Contract Agreements and customer profiles

Matt Ricci
Matt Ricci Posts: 1
edited July 28 in Sales CRM #1

Is anyone aware of an integration where I can send out a Document with fillable fields? When the client receives the document, they fill out the specified fields and sign the agreement. When the document is returned to me, the fillable fields are populated into Pipedrive as specified.

I noticed the new document Beta, but it seems like it is only useful for populating outgoing documents 

Comments

  • Reba_12207
    Reba_12207 Posts: 1
    edited September 2020 #2

    Docusign and PandaDoc are two integrations I'm looking into at the moment for this.