Hey everyone! Guilherme from Pipedrive research team here :). Quick question: Do any of your custo

Hey everyone! Guilherme from Pipedrive research team here :).

Quick question: Do any of your customers sign your documents digitally?

Hey everyone! Guilherme from Pipedrive research team here :). Quick question: Do any of your custo 0 votes

No, they sign in-person
0%
No, they print, sign and scan it back
0%
Yes, and to sign they don't need to provide ID verification
0%
Yes, and to sign they need to provide ID verification
0%

Comments

  • Sylvain_598
    Sylvain_598 Posts: 45
    10 Comments Second Anniversary Name Dropper Combo Breaker
    edited March 2020 #2
    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.
  • Guilherme Moura_21
    Guilherme Moura_21 Posts: 14
    Second Anniversary Photogenic Pipedrive Employee
    edited March 2020 #3
    @Sylvain Great, thanks for the input!
  • Emilia Kronschnabel
    edited March 2020 #4
    We also use PandaDoc, but we would LOVE if pipedrive had a built in feature like HubSpot does.
  • Guilherme Moura_21
    Guilherme Moura_21 Posts: 14
    Second Anniversary Photogenic Pipedrive Employee
    edited March 2020 #5
    Hi @Emilia Kronschnabel, thank you for the input and feedback! :)
  • Jan Visser_342
    Jan Visser_342 Posts: 108
    edited April 2020 #6
    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.
  • Melissa Clark
    Melissa Clark Posts: 6
    edited May 2020 #7
    Hellosign has been super useful. I should check if that integrates with Pipedrive? ;-)
  • Erik Christensen
    Erik Christensen Posts: 62
    Second Anniversary Photogenic
    edited May 2020 #8
    It would be killer if you integrate with SignRequest. Good API pricing and fair feature set.
  • Guilherme Moura_21
    Guilherme Moura_21 Posts: 14
    Second Anniversary Photogenic Pipedrive Employee
    edited May 2020 #9
    @Jan Visser thanks for the reply!
  • Guilherme Moura_21
    Guilherme Moura_21 Posts: 14
    Second Anniversary Photogenic Pipedrive Employee
    edited May 2020 #10
    @Melissa Clark thank you! :) I am afraid we do not have an integration with Hellosign :(
  • Guilherme Moura_21
    Guilherme Moura_21 Posts: 14
    Second Anniversary Photogenic Pipedrive Employee
    edited May 2020 #11
    @Erik Christensen looks interesting, didn't know SignRequest, thanks :)
  • Erik Christensen
    Erik Christensen Posts: 62
    Second Anniversary Photogenic
    edited May 2020 #12
    @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.
  • Guilherme Moura_21
    Guilherme Moura_21 Posts: 14
    Second Anniversary Photogenic Pipedrive Employee
    edited May 2020 #13
  • Joe_1462
    Joe_1462 Posts: 31
    10 Comments Second Anniversary
    edited February 2021 #14

    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). 

  • Stephen Dorling_4110
    edited October 2020 #15
    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.
  • Guilherme Moura_21
    Guilherme Moura_21 Posts: 14
    Second Anniversary Photogenic Pipedrive Employee
    edited October 2020 #16
    @Stephen Dorling thanks for sharing :)