DocuSign integration with Smart Docs [BETA CLOSED] ✍️
Hey Community 👋🏻,
We're excited to let you know that we are soon starting the BETA rollout of the the DocuSign integration, which has been highly requested!
How to be part of the BETA?
- Comment below and we'll enable it for the company linked to your registered email address when we go to BETA. We will reply to your comment when it's enabled.
- Once enabled, you can install the DocuSign app via settings. See screencast below.
- Please note that you cannot install the DocuSign app in the marketplace. The app is unlisted and accessible only when the feature is enabled for you.
- Leave feedback below to help us improve 😀
What can you do with the DocuSign integration?
- Create an envelope for documents created in Smart Docs or uploaded from your device.
- Add and set order of recipients.
- Customize the email sent with the envelope.
- Add DocuSign fields to your document.
- Get status updates for recipients and the envelope directly in the deal view!
We look forward to your participation during this BETA phase. We expect to roll out this integration to all customers by end of the year.
Update (December 26th): Thanks everyone for the interest in the BETA testing phase! We have closed BETA invites at this time. We will send an email once we've enabled the integration for you. Looking forward to your feedback!
Comments
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Yes please 🙏
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Yes please enable for us. Thanks!
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I would love to test it!
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Is the thought that this integration delivers another (better) type of signature than the native (planed) for Pipedrive. Or just more or less the same outcome, but for those that use Docusigns system?
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Jörgen Sjöstrand said:
Is the thought that this integration delivers another (better) type of signature than the native (planed) for Pipedrive. Or just more or less the same outcome, but for those that use Docusigns system?
Hi Jörgen! The DocuSign integration will allow users who have a DocuSign account to create envelopes in DocuSign without leaving Pipedrive. DocuSign allows for more customization and functionality than Pipedrive's eSignatures solution. I hope this answers your question. If you'd like to test our the integration during BETA, please let me know
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This is great news
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I'm in!
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Yes Please!
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Yes, please!
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Sign us up!
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sign up plz
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Hi, sounds good. Lets give it a try
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Would like to try as well
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Would like to try as well.
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Yes please.
We were hoping to replace Docusign with your SmartDocs signatures but not being able to sign a particular location on the age has held us back. Do you have any plans for this?
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Please enable for us, would love to play with this
Would also be awesome if we can enable SMS sending through the integration as this is a big feature for us in Docusign0 -
Hi all
Happy to have a trial with this.
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Please enable us too. Thanks!
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Yes, please
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I'd like to participate, too.
Please sign me in.0 -
Please enroll me in the beta test.
Thank you!Bill
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Please sign me in
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Good news Please enable us too.
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Please integrate us in the beta ! Thanks !
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Yes please!
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yes please
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We'll be interested in this
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Very interested to try the beta!
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