eSign for Pipedrive

Create, send, sign, and manage your sales documents without having to switch between tools using the eSign and Pipedrive integration.

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eSign for Pipedrive

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Walgreens Boots Logo
UK Fuels Logo
Somerset Logo
Peterborough City Council Logo
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NFU Mutual
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Mid Devon Logo
University Hospitals of Leicester
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Integrate eSign and Pipedrive

By integrating eSign with Pipedrive, you can streamline your CRM and sales process, and ensure your workflows are as efficient as possible. eSign for Pipedrive allows you to organise your sales transactions more effectively, meaning you can focus on closing deals rather than time-consuming paperwork.

View document signatures within deals, create envelopes to send to customers in just a few clicks and track document statuses within your Pipedrive account.

1.1 million
documents processed per month
20,000
new signers per month
400,000
envelopes sent per month
1.1 million
documents processed per month
20,000
new signers per month
400,000
envelopes sent per month

eSign can complement your existing processes.

Send documents instantly and securely within Pipedrive

As an essential sales customer relationship management tool for many businesses, eSign’s integration with Pipedrive can streamline your sales document processes, maximising the efficiency of your workflow. When using eSign with Pipedrive, you will have greater control over your documents, with the ability to create envelopes to send to customers in just a few clicks. 

Security and privacy are our main priorities at eSign, which is why our Pipedrive integrations follow our robust security protocols with leading systems in place to protect user data. With our secure audit trails you can gather essential information about a document including the date, time, location, and IP address from when it was signed by the recipient.

Integrate eSign for Pipedrive

Communication and collaboration between clients and customers.

Combine the features of eSign and Pipedrive

Integrating eSign and Pipedrive allows you to utilise the features and functionality of both platforms in one place, ensuring better productivity and saving you time on important sales transactions. With eSign for Pipedrive you can complete a wide range of document actions including:

  • Easily access signed documents within Pipedrive
  • Create an envelope, add a template, or upload any document for sending
  • Automatically track envelope statuses using Pipedrive activities
  • Pass information from your deal into eSign templates automatically

These features are just a few examples of how eSign and Pipedrive can be used together to create a successful sales workflow for your business.

Combine the Features of eSign for Pipedrive

Accelerate your existing sales workflows.

Transforming your sales workflows

With eSign for Pipedrive you will have better visibility of your transactions. Monitor performance more accurately and alter your sales strategies as needed, in order to grow the number of deals you have and ensure they are completed successfully. By integrating eSign into your Pipedrive workflow, gain access to several advanced electronic signature features.

For example, you have the option to add extra fields as well as the signature request box. This means you can tailor documents specifically for each recipient and get transactions signed off quicker. You can also customise the message that the client receives with the document, conveying a professional and personalised approach from your organisation.

Send for eSignature with eSign and Pipedrive

Testimonials

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Mid Devon District Council

“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.”

Lisa Harber | Team Leader 
Portsmouth Testimonial

Portsmouth University Hospitals

“E-Sign has proven to be a fantastic system that has had an important positive impact on our homecare prescription services. It has enabled us to significantly reduce the administrative burden on clinicians, creating a lean process that allows prescriptions to be signed and completed within minutes rather than days. The combination of E-Sign and our new prescription management platform has transformed our workflows, allowing us to improve the service we provide. A patient’s health is at the end of each document and E-Sign has helped us ensure that every document is processed quickly, securely, and accurately.”

Raghu Mamullapally | Lead Pharmacist Homecare Services
Leicester Hospital Case Study

University Hospitals of Leicester

“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.”

Amy Page | Kidney Pharmacy Team
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University of Oxford

“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.”

Purchasing Department | End User
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Paratus Law

“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.”

Simon Arthur | Owner
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Beyondly

“eSign has transformed our operations at Beyondly. Integrating eSign into our systems was relatively straight forward 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.”

Emily Rice | Operations Manager
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National Clinical Homecare Association

“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.”

National Clinical Homecare Provider | End User
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Slater Heelis Solicitors

“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.”

Slater Heelis Solicitors | End User
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Morgan Ash

“Working in the regulated financial and medical markets we need a quick secure and economical signature process. eSign gives us all of these.”

Andrew Gething | Managing Director
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Blue I Properties

“Can’t recommend esign enough. It is quicker, easier and cheaper to use than many of their competitors.  The detailed Document History provides useful evidence and proof of when your document was created and signed.  Their team members are extremely knowledgeable of the systems, friendly and professional.  All in all, an amazing product at a very competitive price.”

Debbie Collins | Lettings Administrator
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Government Property Agency

“One thing which sets eSign apart is their flexible signature packages, allowing flexibility in both pricing and usage to provide the best solution for the organisation. The GPA has been very well looked after by our eSign account manager and we look forward to continuing our relationship with them.”

Government Property Agency | End User
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10-100

“The solution was simple to use, has a great management portal, and the price met our expectations. We now use the product for our own internal use and have recommended and deployed it into our customers when we get requests for signature solutions. eSign’s ongoing support is excellent, and they are continuously improving and developing their solution.”

Paul Visagie | IT Consultant
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Cambridgeshire County Council

“eSign has brought both time and efficiency benefits to our department since we started using the platform two years ago. It is easy to use and they have useful training videos available which have been helpful for training our team on how to use the platform and its features.”

Wendy Ballard | End User
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Churchill Support Services

“Using eSign has significantly reduced the time it takes to send and receive contracts which means we close deals quicker. I especially like how you can redirect and edit documents without creating new envelopes and keep track of which contracts are pending signature as an admin. As an environmentally friendly business, it’s helpful to see how much carbon we are saving with the carbon counter. I would definitely recommend eSign to a business who is looking to close deals faster.”

Katie Butcher | Client Relationship Manager
university-of-salford-testimonial

University of Salford

“We use eSign at the University of Salford to issue copyright declaration forms when supplying copies of material to users of our archives. We used to issue the forms as attachments to emails, but users found it difficult to sign and return the forms, especially if they didn’t have a printer. Sending the forms using eSign has made it much easier and quicker for our users to sign and return the forms. From our end it is simple and straightforward to issue the forms via eSign and we get a notification when they have been completed.”

End User | University of Salford
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Polden Bower

“We wanted a user-friendly system that would comply with finance policy, manifest maximum engagement from all Signatories, and had the capability to offer more as we grow as an organisation.  eSign fits the bill on all fronts for us from affordability, cost savings, accessibility and functionality perspectives, right through to tried and trusted customer service, support and data security.  We spent our first year on the Business Plan to embed this new way of working into our processes and we are now ready to roll out eSign access to other Central departments as we upgrade to the Enterprise subscription.  The user guides, chat facility, training offer and support provided by eSign is all really helpful and the team are always responsive when we get in touch.  It’s also reassuring that the Data Centres are in the UK and are managed by eSign.”  

Alison Sanders | Executive Finance Officer
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Boon Brokers

“E-Sign has significantly helped our operations at Boon Brokers. Previously, clients had to manually print, sign, and scan documentation back to us. With the help of E-Sign’s API, we have managed to integrate the system into our software. This now enables all clients to easily E-Sign our fact-finds within a matter of clicks via e-mail. This has significantly improved the efficiency of our business. Thank you, E-Sign.”

Gerard Boon | Managing Director, Boon Brokers
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Thula

“We are very proud and thrilled to be working with the eSign team, creating a truly digital and revolutionising management tool for controlled drugs in a post-pandemic world. The benefits to the clinical and pharmacy teams are huge and drives greater legislative and regulatory confidence and safer and efficient patient care.”

Adele McAllister | Manager
Hessington Health Testimonial

Hessington Health

“Hessington Health is a busy national health screening and occupational health practice with over 18 independent schools and over 10,000 staff members. The challenge we have faced is reminding employees to sign consent forms before we release the reports to their employers. This is an incredibly time consuming process. E-Sign has offered us the perfect solution. The online dashboard allows us to track the consent forms in their journey, Set reminders and have a safe place to store the completed forms. This has saved us an immense amount of time and improved our governance in this area. It also allows the user to create bespoke forms meaning any organisation from any sector will be able to utilise this package.”

Harjeev Rai | Medical Director

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    Benefits of eSign and Pipedrive Integration

    Esignature Streamline Business Communications

    Streamline Sales Workflows

    Integrating eSign with Pipedrive enables businesses to manage their sales documents and transactions without having to switch between applications. This can ensure documents are sent for eSignature quickly and efficiently to generate successful sales outcomes.

    Esignature Modernise Business Operations

    Boost Productivity

    With better optimisation in your sales processes thanks to the integration of eSign and Pipedrive, your team can be more productive in their main responsibilities of closing deals. Rather than having to spend too much time and resources on document management.

    Improve Customer Experience with E-Sign

    Improve Customer Experience

    By using eSign and Pipedrive, you can create a better experience that will increase conversions and turn leads into long lasting customers. Fast response times and a seamless document signing journey are beneficial in staying ahead of your competitors.

    Frequently Asked Questions

    What does Pipedrive do?

    Pipedrive is a CRM and sales pipeline that is designed to support businesses with tracking sales activities, managing leads, and closing more successful deals. It helps to streamline and consolidate sales data into one user-friendly and valuable tool. 

    Which eSign plan is this integration available on?

    The eSign and Pipedrive integration is available to customers using our Enterprise plan. Please get in touch with our Digital Transformation Team for more information.

    What kind of companies use Pipedrive?

    The Pipedrive platform is typically used by small and medium sized businesses for contract management and optimising their sales workflows. It’s easy set up and simple interface make it an ideal solution for organisations who haven’t used a CRM before or who are still developing their sales and customer strategy.

    What does Pipedrive integrate with?

    Pipedrive can be integrated with a wide range of different platforms as well as eSign. This means you can create a seamless centralised workflow with applications working together efficiently.

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