DocuSign Integration – Tutorial

The DocuSign integration with Pipedrive offers a more sophisticated digital signing solution to simplify your sales process. With this integration, your DocuSign envelopes are conveniently accessible inside of Pipedrive’s Smart Docs workflow.

What you'll learn:
– How to install the integration
– How to create an envelope
– How to send signing requests to recipients
– How to manage requests in Pipedrive