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DocuSign on Pipedrive
easyCRM · Manage contracts · Gratis
Manage DocuSign envelopes for your deals with the DocuSign-Pipedrive integration
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REVIEWS
18
⌀ RATING
3.5
REVIEWS/TAG
REV/INSTALL
INSTALLS
MOMENTUM
FEATURES · WAS DIE APP KANN
  • DocuSign on Pipedrive — View your documents and send new ones for signature
WETTBEWERB · MANAGE CONTRACTS
AppReviewsRatingMomentum
BoloSign – eSignature and PDF Automation14.0
Business Central Integration15.0
Chaindoc00.0
Click2Contract134.5
ClickSend SMS115.0
Collectdesk00.0
Contract magic by Oneflow for Pipedrive114.0
Contractbook for Pipedrive03.0
🤖 FEATURE-GAP · WO 20 % BESSER
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💰 MONETARISIERUNG · LOHNT DER NACHBAU?
💰 MONETARISIERT
Gratis
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SCREENSHOTS
Screenshot 1Screenshot 2Screenshot 3Screenshot 4
BESCHREIBUNG
With DocuSign on Pipedrive, you can integrate your own DocuSign account within Pipedrive! View document signatures within the deals window, create envelopes to send to your customers with one click, and track signature statuses to keep everyone informed. You can do all this on any Pipedrive plan, no SmartDocs required! Our freemium integration comes in three tiers, and offers features that Pipedrive's native integration doesn't! Free Tier (No credit card required) - View your new and existing DocuSign envelopes from the deal view Tier 1: - Send signature requests directly from the deal view - Track envelope statuses automatically using Pipedrive activities Tier 2: - Automatically pass information from your deal into DocuSign templates Still not convinced? We offer a 15-day free trial, no credit-card required! All plans are cancel anytime! For more information about our plans and pricing, please visit: https://apps.easycrm.me/plans/dspd How it works: First, click on a deal from your Pipedrive dashboard. You will see a list of existing DocuSign envelopes relevant to that deal/person. There, you can create a new envelope automatically populated by the deal's person name and email by clicking "Create an Envelope". Then just upload a document or select a template in your Docusign account and click send! Your customers will receive a link to your document via email! Need help? Contact us at support@easycrm.me and one of our team will be happy to help!
REVIEWS (18)
★★★★★2.5.2025
r
★★☆☆☆1.5.2025
Never used it.
★★★★★23.10.2022
It is interesting to see how different people perceive the app differently.
★☆☆☆☆22.10.2022
too complicated to set up
★☆☆☆☆20.10.2022
The integration is no so good and pratice.
★★★☆☆20.10.2022
I don't use it. It seems intuitive.
★★★★☆19.10.2022
great but no DATE field available
★★★★★16.6.2022
Overcome all of troubles, now the app works smoothly!
★★★★☆16.6.2022
Easy and functional. Thanks for integrating Pipedrive with DocuSign.
★★★★★19.11.2021
My experience with the app and customer service was good! I was impressed with the response time from customer service.
★☆☆☆☆16.11.2021
I wish I had paid more attention to all the bad reviews before signing up. Not a good experience at all! It didn't work, and when I decided to not use it I emailed EasyCRM 3 times to cancel my subscription before my free trial was over. I asked them not to charge my account. They did end up charge my account and I had to email them several more time to finally get it cancelled. No refund.
★☆☆☆☆16.8.2021
I trialed this app as I wanted to integrate Pipedrive with DocuSign. I was hoping information from Pipedrive would merge onto templates in Docusign. When no information from Pipedrive pulled through to DocuSign at all (not even name or email), I contacted Support who told me "that's how it works" and to speak with DocuSign for further information. I was disappointed by the limited functionality and lack of support to resolve my issue. It ended up being easier (and at no further cost) to just log into DocuSign separately to create envelopes. Edit: The reply from easyCRM mentions a £15 PM tier with more functionality. There is nothing on their website that mentions this and something I probably would've considered initially, instead of the very basic integration (which didn't work for me anyway).
★☆☆☆☆14.4.2021
This app does not work! The create envelope button is no where to be seen.
★☆☆☆☆26.3.2021
It doesn't work. I have tried installing and uninstalling several times to try and fix the problem since that is what pipedrive suggested I do, and it did not do anything. If you are going to have an integration available please make sure it works, and please make sure your customer service actually knows how to fix it.
★☆☆☆☆4.1.2021
It does not work. Will not load in panel in Pipedrive. Contacted PD customer support. They also could not fix it. Had to escalate to engineering team. Has been over 24 hours and I haven't heard back. This should work when you install it. @easyCRM, instead of criticizing my approach, why don't you offer your help? You're not even offering to help - writing a passive aggressive comment is not helpful.
★☆☆☆☆11.12.2020
EDIT 1/20/20: I'm editing my review -- in summary: VERY POOR customer service. Here is a snippet of some of their snappy responses: --- Me: Hello, I have a few integrations on this account. I'd like to just cancel and get a refund for all the extensions if possible. I don't like the integration and don't feel it's very beneficial. EasyCRM: We are sorry to hear that, can you explain what exactly you do not like about the integration? Its use is clearly explained in the video available on the Pipedrive Marketplace. What else did you expect? thanks for letting us know. Me: I expected it to be integrated. The connection to each deal is not the best and creates multiple links. It takes me out into a new browser anyway so i might as well just be working with DocuSign separately. It’s a weak integration and would like a refund and be taken off any trials. EasyCRM: We are here to help, eventually also with other pipedrive issues and or other CRM challenges. As you know £6 is not a big deal, if you believe you deserve to have them back fine. please confirm it. You only paid one invoice on Dec 20 as all the other accounts haven’t been confirmed yet so no payment has been collected. Me: Confirmed. I would like the refund and disconnect my account with any extensions. EasyCRM: Fine, if you want your money back we will refund you. We tried to help but probably this tool is not for you. Have a lovely end of the year and happy beginning. --- Unhappy with my experience so far and on top of it, seeing my bank reflected 10 cents less in refund, I e-mailed them. In they response they had to add "why we would keep 10 cents Erica, come on!" when they could have explained the exchange rate and left it at that. Lack of professionalism. Wouldn't recommend not only b/c awful product but awful service.
★☆☆☆☆11.11.2020
installation doesn't work
★☆☆☆☆30.4.2020
Its not very intuative in the setup phase. Still trying to connect.