Hey everyone! Guilherme from Pipedrive research team here :). Quick question: Do any of your custo
Guilherme Moura_21
Posts: 12 VERIFIED MEMBER
Hey everyone! Guilherme from Pipedrive research team here .
Quick question: Do any of your customers sign your documents digitally?
Quick question: Do any of your customers sign your documents digitally?
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Hello @Guilherme Moura
Currently we are using PandaDoc integration. PandaDoc allows us to automatically generate our quotes based on the Pipedrive article base. Then this quote is sent to our client for electronic signature.0 -
@Sylvain Great, thanks for the input!0
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We also use PandaDoc, but we would LOVE if pipedrive had a built in feature like HubSpot does.0
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Hi @Emilia Kronschnabel, thank you for the input and feedback!0
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In our business, we don't sign sales agreements/contracts - we agree on terms and pricing and receive a purchase order. The only documents we would sign are NDA's and agreements like partnership agreements/distributor contracts.0
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Hellosign has been super useful. I should check if that integrates with Pipedrive? ;-)0
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It would be killer if you integrate with SignRequest. Good API pricing and fair feature set.0
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@Jan Visser thanks for the reply!0
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@Melissa Clark thank you! I am afraid we do not have an integration with Hellosign0
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@Erik Christensen looks interesting, didn't know SignRequest, thanks0
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@Guilherme Moura Good group. Solid possibility for a tight integration, we talked with them about this a while back and pushed them to connect with you.
Good people.0 -
@Erik Christensen Thanks0
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We use DocuSign for our contracts all the time. If this could be integrated with the new Documents, I would be very interested in this... but the client would need to be able to add their own information as well if we don't currently have that (similar to DocuSign).
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eSign would be great for us. We typically have two docs that need signing:
I) Our quote/proposal document which we present via Qwilr
II) A vendor agreement for the software we re-sell.
We can’t embed a *pdf in Qwilr that can then be signed in Qwilr. It would be great to be able to send both docs from one source/service, rather than from two different places.0 -
@Stephen Dorling thanks for sharing0
This discussion has been closed.