Electronic Signatures for Pipedrive

PIPEDRIVE E-SIGNATURE INTEGRATION

Why should you integrate GetAccept with Pipedrive?  

PERSONALIZE YOUR CUSTOMER ENGAGEMENT 

Engage your clients in a personal and effective way

With the Pipedrive integration, you can harness our built-in Live Chat to proactively ask questions to your customers. Utilize GetAccept's chat features to personalize your conversations around each sent document and contract.

TRACKING AND AUTOMATION

Use data to drive your business decisions

How to Install GetAccept in your Pipedrive CRM

1. Add GetAccept Chrome extension (Google Chrome required) or install from the Pipedrive Marketplace.
2. The integration will be activated when you are logged in to Pipedrive.
3. Click the GetAccept icon in the upper right corner of your browser. Sign into your GetAccept account or create a free test account. 
4. When you are in a Contact, a Corporate Card, or a Deal you will see the GetAccept panel on the right. From here, you can start a new conversation or follow up on current leads.
5. Select the recipient from your contact card or use the search function. Choose what role the recipient should have (signer or recipient) and then decide whether to use a template or upload a document. Don't forget to add your video (personal or pre-recorded) or record a new one using the GetAccept app. Then click send!
6. The document's status will appear in Pipedrive and the recipient's activities will appear in your timeline. You will be able to see how long the recipient has looked at each page of the document by clicking on the document.