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!
BaptisteBCA Posts: 250edited February 2022 #2
Yes please 🙏0
Sebastian Wengryn Posts: 3edited February 2022 #3
Yes please enable for us. Thanks!0
Bernd Auer www.pd-experts.com Posts: 379edited February 2022 #4
I would love to test it!0
Jörgen Sjöstrand_231 Posts: 80edited February 2022 #6
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?0
Natasha Kupusovic Posts: 110 PRODUCT MANAGERedited November 2021 #7Jörgen 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 know0
James_60480 Posts: 1edited February 2022 #8
This is great news0
Antoine Nardone Posts: 1edited February 2022 #9
Walid Khoury Posts: 1edited February 2022 #10
João Guilherme Mansur Baglioli Posts: 1edited February 2022 #11
Vincent DeAngelo III Posts: 1edited February 2022 #12
Sign us up!0
Jörgen Sjöstrand_231 Posts: 80edited February 2022 #13
sign up plz0
Bijan Boustani Posts: 10edited February 2022 #14
Hi, sounds good. Lets give it a try0
Christian Wilk Posts: 8edited February 2022 #15
Would like to try as well0
Maximilian Thieme Posts: 28edited February 2022 #16
Would like to try as well.0
Robin Blandford Posts: 19edited February 2022 #17
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?0
Ben Lindsay Posts: 4edited February 2022 #18
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
Jon Ireland Posts: 1edited February 2022 #19
Happy to have a trial with this.0
Sophia Rascon Posts: 1edited February 2022 #20
Please enable us too. Thanks!0
Carol Micklethwaite Posts: 5edited February 2022 #21
Johan Lagerstam Posts: 3edited February 2022 #22
Joscha Wullbrand Posts: 14edited February 2022 #23
I'd like to participate, too.
Please sign me in.0
Bill Tyrrell Posts: 1edited February 2022 #24
Please enroll me in the beta test.
Tanveer Singh Thind_51618 Posts: 2edited February 2022 #25
Please sign me in0
Erkin Öztok Posts: 5edited February 2022 #26
Good news Please enable us too.0
Jean-Gabriel Niel Posts: 2edited February 2022 #27
Please integrate us in the beta ! Thanks !0
Philip Cully Posts: 1edited February 2022 #28
Operations_61850 Posts: 1edited February 2022 #29
Admin_56979 Posts: 1edited February 2022 #30
We'll be interested in this0
Remy Martin Posts: 1edited February 2022 #31
Very interested to try the beta!0