DocuSign integration with Smart Docs [BETA CLOSED] ✍️

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Comments

  • Sam Lanctin
    Sam Lanctin Member Posts: 2
    edited February 2022 #62

    sure, i'll give it a shot!

  • David Bertilsson
    David Bertilsson Member Posts: 1
    edited February 2022 #63

    We would like to try this.

  • Natasha Kupusovic
    Natasha Kupusovic Posts: 121 PIPEDRIVE TEAM
    5 Likes First Anniversary First Comment Name Dropper
    edited November 2021 #64
    Robin Blandford said:

    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?

     

    Hi Robin! Thanks for the feedback. We don't have any plans in the shorter term but I will be sure to post in the Community in case anything changes. I hope the DocuSign integration will be helpful in the meantime. 

  • Justin Hoffman
    Justin Hoffman Member Posts: 5
    First Anniversary
    edited February 2022 #65

    Please activate for us, thanks.

  • Viktor Waal
    Viktor Waal Member Posts: 2
    edited February 2022 #66

    Would love to test it

  • Tariq Haddadin
    Tariq Haddadin Member Posts: 1
    edited February 2022 #67

    Please add us to the BETA - Thank you

  • Britt Sporkslede_48745
    Britt Sporkslede_48745 Member Posts: 1
    edited February 2022 #68

    Would love to be part of the BETA

  • Simon Périé
    Simon Périé Member Posts: 24
    First Comment
    edited February 2022 #69

    Would like to try this beta, thanks!

  • Antoni_62724
    Antoni_62724 Member Posts: 1
    edited February 2022 #70

    Please add us to the BETA - many thanks. 

  • 澤口 友彰
    澤口 友彰 Member Posts: 22
    First Anniversary First Comment Photogenic
    edited February 2022 #71

    Please include us.  Thank you.

  • Marc Oback
    Marc Oback Member Posts: 2
    edited February 2022 #72

    Please include us too. Thanks

  • Ujjwal Arya
    Ujjwal Arya Member Posts: 3
    edited February 2022 #73

    Hello, I would like to try and beta test. Thanks

  • Ujjwal Arya
    Ujjwal Arya Member Posts: 3
    edited December 2021 #74
    Ujjwal Arya said:

    Hello, I would like to try and beta test. Thanks

    Do I need to stay on the Professional plan for this or is it a marketplace app?

  • Tanveer Singh Thind_51618
    Tanveer Singh Thind_51618 Member Posts: 2
    edited February 2022 #75

    Please include us too

  • Tanveer Singh Thind_63911
    Tanveer Singh Thind_63911 Member Posts: 2
    edited February 2022 #76

    Kindly Include us too for beta version

  • Jan Dheedene
    Jan Dheedene Member Posts: 1
    edited February 2022 #77

    please include us in the beta

  • John Paul Lichon
    John Paul Lichon Member Posts: 4
    First Comment Photogenic
    edited December 2021 #78
    John Paul Lichon said:

    Yes, please. Would love to be a part of the beta of this. Thank you!

    @Natasha is there any update on if/when we would be able to get access to the beta of this integration? I never got any response to say if we got access or not. Or maybe I missed something? Thanks for any insight on this!

  • Natasha Kupusovic
    Natasha Kupusovic Posts: 121 PIPEDRIVE TEAM
    5 Likes First Anniversary First Comment Name Dropper
    edited December 2021 #79
    Ujjwal Arya said:

    Hello, I would like to try and beta test. Thanks

    Hi! It is a marketplace app. It works together with Smart Docs (included for free in the Professional and Enterprise plans and soon available to all Essential and Advanced users as an add-on). You do not need to purchase the Smart Docs add-on if you are in the Essential or Advanced plan to use this integration. 

  • mgirgis
    mgirgis Member Posts: 12
    Photogenic First Anniversary
    edited February 2022 #80

    Hi @Natasha , Sorry but I'm a little mixed up

    Will we get access to the beta and is this something that will or has already started

    When I go to marketplace to connect Docusign, it asks me to pay for a subscription. When I add Docusign through PD under the tools and apps menu , it asks me for a sign in .

    I'm looking for direction pls so I can start testing and using Docusign in PD for myself and the team.

  • Natasha Kupusovic
    Natasha Kupusovic Posts: 121 PIPEDRIVE TEAM
    5 Likes First Anniversary First Comment Name Dropper
    edited December 2021 #81
    Michael Girgis said:

    Hi @Natasha , Sorry but I'm a little mixed up

    Will we get access to the beta and is this something that will or has already started

    When I go to marketplace to connect Docusign, it asks me to pay for a subscription. When I add Docusign through PD under the tools and apps menu , it asks me for a sign in .

    I'm looking for direction pls so I can start testing and using Docusign in PD for myself and the team.

    Hi Michael! We've just enabled the BETA access for your company. 

    You'll be able to install the app by going to your Pipedrive settings - Tools and Integrations and navigating to the DocuSign tab. You can see a video of the installation process in the original post. During BETA, the app is not publicly available in the marketplace. To use the integration, you will need to have a DocuSign account already or to create one at time of installation. 

    The app you likely tried to install is developed by a third party and requires a paid subscription. 

    Let me know if you have any more questions. All the best! 

  • Natasha Kupusovic
    Natasha Kupusovic Posts: 121 PIPEDRIVE TEAM
    5 Likes First Anniversary First Comment Name Dropper
    edited December 2021 #82
    Jan Dheedene said:

    please include us in the beta

    Hi Jan! Enabled for your company 😀

    Looking forward to your feedback! 

  • Natasha Kupusovic
    Natasha Kupusovic Posts: 121 PIPEDRIVE TEAM
    5 Likes First Anniversary First Comment Name Dropper
    edited December 2021 #83
    Tanveer Singh Thind said:

    Kindly Include us too for beta version

    Hi Tanveer! Enabled for your company 😀

    Looking forward to your feedback! 

  • Natasha Kupusovic
    Natasha Kupusovic Posts: 121 PIPEDRIVE TEAM
    5 Likes First Anniversary First Comment Name Dropper
    edited December 2021 #84
    Tanveer Singh Thind said:

    Please include us too

    Hi Tanveer! Enabled for this company as well! 

  • Natasha Kupusovic
    Natasha Kupusovic Posts: 121 PIPEDRIVE TEAM
    5 Likes First Anniversary First Comment Name Dropper
    edited December 2021 #85
    Ujjwal Arya said:

    Hello, I would like to try and beta test. Thanks

    Hi Ujjwal! Enabled for your company 😀

    Looking forward to your feedback! 

  • Natasha Kupusovic
    Natasha Kupusovic Posts: 121 PIPEDRIVE TEAM
    5 Likes First Anniversary First Comment Name Dropper
    edited December 2021 #86
    Marc Oback said:

    Please include us too. Thanks

    Hi Marc! Enabled for your company 😀

    Looking forward to your feedback! 

  • Natasha Kupusovic
    Natasha Kupusovic Posts: 121 PIPEDRIVE TEAM
    5 Likes First Anniversary First Comment Name Dropper
    edited December 2021 #87
    澤口 友彰 said:

    Please include us.  Thank you.

    Hi Tomoaki! Enabled for your company 😀

    Looking forward to your feedback! 

  • Natasha Kupusovic
    Natasha Kupusovic Posts: 121 PIPEDRIVE TEAM
    5 Likes First Anniversary First Comment Name Dropper
    edited December 2021 #88
    Antoni said:

    Please add us to the BETA - many thanks. 

    Hi Antoni! Enabled for your company 😀

    Looking forward to your feedback! 

  • Natasha Kupusovic
    Natasha Kupusovic Posts: 121 PIPEDRIVE TEAM
    5 Likes First Anniversary First Comment Name Dropper
    edited December 2021 #89
    Simon Périé said:

    Would like to try this beta, thanks!

    Hi Simon! Enabled for your company 😀Looking forward to your feedback! 

  • Natasha Kupusovic
    Natasha Kupusovic Posts: 121 PIPEDRIVE TEAM
    5 Likes First Anniversary First Comment Name Dropper
    edited December 2021 #90
    Britt Sporkslede said:

    Would love to be part of the BETA

    Hi Britt! Enabled for your company 😀Looking forward to your feedback! 

  • Natasha Kupusovic
    Natasha Kupusovic Posts: 121 PIPEDRIVE TEAM
    5 Likes First Anniversary First Comment Name Dropper
    edited December 2021 #91
    Jessica Dragan said:

    Would like to be added!

     

    Hi Jessica! Enabled for your company 😀Looking forward to your feedback! 

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