Electronic Signatures and Document Tracking for Pipedrive by GetAccept
Create, share, and track your proposals and contracts – all without leaving Pipedrive!
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NOTE: THIS VERSION IS OUTDATED!
This version of our Pipedrive extension will continue to work for you and your team, but we recommend updating to our new integration as soon as possible.
Reach out to your admins to install the latest version and enjoy an elevated sales process.
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The GetAccept integration for Pipedrive just got a makeover with new features, including dynamic pricing tables, customizable scheduled sending, a revamped sendout flow, and more.
With the new version, you and your team can:
- Generate branded contracts and proposals in no time: Access GetAccept under Deals, People, and Organizations. Generate your sales documents based on pre-made templates instead of wasting time creating them from scratch.
- Enjoy a fast and accurate quote delivery with flexible pricing tables: GetAccept’s integration automatically pushes product data stored in Pipedrive into dynamic pricing tables. Quotes featuring pricing are modern-looking, error-free, and responsive on all devices.
- Track recipients’ activities and their buying intent: Receive instant notifications when your recipients leave a message, view the document, or share it with others, ensuring you're always on top of deal progression.
- Collaborate even more effectively using live chat and comments: Buyers and sellers can chat, leave a comment within the document, notify the other party, and resolve any questions and updates seamlessly without any confusion.
- Send any document for electronic signing directly from Pipedrive: Once the signature is complete, the signed PDF copy will seamlessly return to your CRM for secure storage.
- Make your Pipedrive CRM your single source of truth: Effortlessly store recipient inputs and signed contracts in Pipedrive. Automatically mark the deal as closed-won upon contract signing.
