I've recently set up Pipedrive and Webmerge for a client, which is all the client was wanting; however the client has now asked for a digital signature platform to be added to the mix as well.

I am thinking that either HelloSign, SignNow or Docusign will be worth integrating (these are three of the ten digital signature platforms that Webmerge connects with).
To save time on testing, I would love your help if you have set up Webmerge with a digital signature platform before.

The digital signature platform ideally needs to be able to:

  • have sequential signatures, where I am getting it to send to the client first to fill in a few custom details (that we're not adding in PD), and then once done by the client then it needs to automatically be sent to the second signer, which will be his client
  • ideally have optional signers, so that if there is more than one director that needs to view the document, where any of the directors can sign for it and we only need one, then optional signers would allow this

Thanks in advance!