Sales people spend almost half their work time dealing with paperwork involved in closing deals. Their days often revolve around collecting signatures on various documents from multiple signatories, as well as sending out invoices.
Today, most businesses use customer relationship management (CRM) software to streamline sales operations. This allows sales teams to follow up with leads, check the status of deals, and better understand their customers. A great electronic signature extension makes it easy to automate sales paperwork from the CRM software itself.
Zoho Sign extension for Pipedrive
We are elated to announce Zoho Sign’s integration with Pipedrive. This extension enables users to send Zoho Sign templates and documents from Pipedrive to contacts or deals in their Pipedrive account, and it allows users to create seamless e-sign workflows directly from their Pipedrive sales hub.
Here are a few reasons to start using the Zoho Sign extension for Pipedrive:
- No risk of forgery or tampering.
- Collect signatures and approvals from recipients from anywhere and on any device.
- Help your sales team spend more time following up with leads rather than managing paperwork.
- Track the status of documents sent online both in Zoho Sign and Pipedrive.
Where to start
This integration is available to all users with a valid Pipedrive account and the Enterprise edition of Zoho Sign. You can install the Zoho Sign extension for your Pipedrive account from the Pipedrive Marketplace.
If you are not already a Zoho Sign customer, you can sign up for a free 14-day Enterprise trial. For questions, feedback, and personalized demo requests, write to us at firstname.lastname@example.org or leave a comment below.