Pipedrive’s New eSignature Speeds up the Sales Processes and Ensures Greater Security

Pipedrive, the leading CRM for sales and marketing teams today announced a fully integrated cloud-based eSignatures functionality. Part of Pipedrive’s recently introduced Sales Docs feature, it allows users to get documents signed without needing extra software, making the process significantly faster and more secure.

According to Forbes Insights, electronic signatures speed up the sales process by reducing errors and bottlenecks, while also ensuring greater security and mobility. “With most professionals working remotely, demand toward cloud-based solutions have skyrocketed and all eyes are on tools that facilitate mobile work. Digital documentation and e-signatures are no longer a ‘nice to have,’ but a must have”, said Krishna Panicker, VP of Product, Pipedrive. “We aim to provide salespeople with the tools they need to cover the entire sales cycle within our app, from finding leads, sending proposals, communicating with prospects to closing deals, and finally signing on the dotted line.”

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Research shows that salespeople who use digital signatures have on average a 29% higher current opportunity win rate compared to non-users, and increase their average win rates by 4.4% year-over year. Pipedrive’s eSignature offering increases efficiency as it enables customers to view and sign off on proposals or contracts right from any mobile device, computer, or phone, without the need to print, scan or transfer it, saving time and eliminating the need for multiple copies. The signed document is automatically stored in the relevant Pipedrive deal, making it easy to find while also maintaining a high level of security with encryption/decryption technology.

Pipedrive eSignatures allows sales teams to:

  • Send a signature request to anyone using their email address, even if they’re not a Pipedrive contact
  • Request up to 10 people’s signatures on a document
  • Check who has signed the document and receive email notifications every time someone adds their signature
  • Send reminders to people who are yet to sign the document and cancel the signing process if necessary
  • Track that the signed document is sent to all participants and is stored and accessible on Pipedrive

eSignatures (currently in Beta) is available to Pipedrive Sales Docs users on Professional and Enterprise plans. Sales Docs is a toolset that streamlines and automates how sales teams create, send, and manage sales-related documents, which is particularly useful for remote sales. The tool creates trackable quotes, proposals, and contracts available directly within the Pipedrive CRM, and sends notifications as soon as a proposal is opened, helping salespeople to take action when the deal is hot. Sales Docs also auto-fills sales templates and documents with Pipedrive data, eliminating administrative work to close deals faster. The feature can be integrated with leading cloud storage service platforms, including Google Drive, OneDrive and SharePoint.