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Easily generate, send, sign, and oversee your sales documents without the need to switch between different applications, thanks to the seamless integration of eSign with Pipedrive.
As a vital CRM tool for many businesses, eSign’s integration with Pipedrive can streamline your sales document processes, enhancing the efficiency of your workflow. By using eSign with Pipedrive, you gain greater control over your documents, enabling you to create and send envelopes to customers with just a few clicks.
At eSign, security and privacy are our top priorities. Our Pipedrive integration adheres to robust protocols and utilizes leading systems to protect user data. Also, our secure audit trails provide essential information about a document, including the date, time, location, and IP address from when it was signed by the recipient.
Integrating eSign and Pipedrive allows you to leverage the features and functionalities of both platforms in one place, enhancing productivity and saving time on crucial sales transactions. With eSign for Pipedrive, you can perform a wide range of document actions, including:
These features demonstrate how eSign and Pipedrive can work together to streamline your sales workflow, ensuring your business operates more efficiently.
Integrating eSign with Pipedrive enhances your visibility over transactions, enabling you to monitor performance more accurately and adjust your sales strategies as needed. This integration helps you increase the number of successful deals by providing access to advanced electronic signature features right within your workflow.
For instance, you can add extra fields in addition to the signature request box, allowing you to customize documents for each recipient and expedite the signing process. Additionally, you can personalize the message that accompanies the document, ensuring your communication remains professional and tailored to each client.
“Using eSign has made our tenancy completion processes so simple. You don’t have to be technically savvy to be able to use the platform and it doesn’t draw on any other ICT resources. Our tenancy agreements and documents are signed within minutes and we’ve even had tenants comment on how easy it is to use as a signer which is fantastic.”
“We have seen significant improvements in our pharmacy service efficiency since implementing E-Sign. The platform is user-friendly and has allowed our team to securely and reliably provide prescriptions for crucial patient medication, minimising the risk of supply disruption and saving valuable time. Collaborating with E-Sign has been an easy process, Desi and Luke have always been professional and approachable to offer support when needed.”
“The University of Oxford have appointed eSign UK Ltd. as their preferred electronic signature platform. eSign quickly guided departments on the most cost-effective and efficient route offered, providing continued support to ensure contracts were completed and deadlines met.”
“The law supports the use of electronic signatures, and eSign is an essential tool for any business wishing to enhance customer experience and accelerate revenue. eSign is incredibly user-friendly, and using it has been a very positive experience both for me and for my clients.”
“eSign has transformed our operations at Beyondly. Integrating eSign into our systems was relatively straightforward and has massively improved customer and team experience. As a Bcorp organisation we place high value on our environmental impact and since inception, eSign has represented a 31.46kg saving of CO2 entering the atmosphere.”
“The tools are very easy to set up and intuitive to use. When we encountered issues, the eSign team was agile enough to respond, usually on the same day. The copy template feature has made setup with new customers much easier.”
“eSign is an invaluable tool that assists us in keeping track of our legal matters. It gives us full control of the document journey and has greatly improved signature capture and document turnaround times.”
“Working in the regulated financial and medical markets we need a quick secure and economical signature process. eSign gives us all of these.”
Integrating eSign with Pipedrive allows businesses to manage their sales documents and transactions seamlessly within a single application. This integration ensures that documents are sent for eSignature quickly and efficiently, facilitating successful sales outcomes.
With the integration of eSign and Pipedrive, your sales processes are optimized, enabling your team to focus more on their primary responsibility of closing deals. This reduces the time and resources spent on document management, boosting overall productivity.
By enhancing the efficiency of your workflows with eSign and Pipedrive for document management, you can create a superior experience that boosts conversions and transforms leads into long-lasting customers. Fast response times and a seamless document signing process help you stay ahead of your competitors.
Pipedrive is a CRM and sales pipeline tool crafted to aid businesses in monitoring sales activities, handling leads, and closing deals more effectively. It streamlines and unifies sales information, offering a user-friendly and valuable resource for managing sales processes.
This integration is available to customers on our Enterprise license, contact our digital transformation team to find out more.
Pipedrive can be integrated with a wide range of other applications as well as eSign, including Microsoft Office 365 and Outlook. This means you can create a cohesive digital ecosystem that supports your business processes.
