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Electronic Signatures for Pipedrive

Everything you need in one place. With the GetAccept integration for Pipedrive - create, send, track, and e-sign all sales documents in Pipedrive

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PIPEDRIVE INTEGRATION

VIDEO AND LIVE CHAT

TRACKING AND AUTOMATION

INSTALLATION

PIPEDRIVE E-SIGNATURE INTEGRATION

Why should you integrate GetAccept with Pipedrive?  

  • Manage all customer data, documents, and contracts directly in Pipedrive
  • Create documents, add recipients, and customize the templates within the Pipedrive dashboard
  • Use templates with smart fields that automatically populate your documents with data from Pipedrive
  • Leverage Google Docs integration capabilities by editing proposals directly in Pipedrive without having to resend a document
  • Track all customer engagement and receive notification reminders in Pipedrive
  • E-sign and archive all contracts within the Pipedrive integration
 
 

PERSONALIZE YOUR CUSTOMER ENGAGEMENT 

Engage your clients in a personal and effective way

Studies show using an initial product video to a customer can increase the purchasability by 73%. Directly in Pipedrive, you can easily introduce all your documents with a video presentation or a pre-recorded video!

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

Track all agreements directly in your Pipedrive environment. You can easily see and manage all your deals, documents, and contacts. Track customer behavior analytics such as the number of unique document opens, document duration, and document forwarding. Leverage the automatic reminder feature to increase your sales effectiveness. With the Pipedrive integration, you gain full tracking and automation control of GetAccept!

 

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.
 
Do not hesitate to contact us if you have any questions or want a demo of the integration!

 

Key Values from the integration

Track Your Documents

Get all your documents in one place with all the analytics on who reads what. Always have the right timing with the right person! 

 

Stand Out

Stand out and be different by communicating with modern channels. Record personal videos and chat about the documents in the live chat. 

Close More Deals

Make it easier for your customers to say yes to your offer by using our intelligent and secure E-Signaures. Both you and your client get your documents saved and sent to you instantly. 

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