Global overview - Pipedrive x Eurosign application

Eurosign is an electronic signature solution that allows you to send your documents online and track them in real time.

The Pipedrive integration makes it even faster: you can send and track any of your documents directly from Pipedrive. Users who have both a Eurosign account and a Pipedrive account can connect them to synchronize all information between the two platforms.

How to install:

• From your Pipedrive account, click on the Marketplace icon in the main navigation bar.
• Click the search bar, then select Apps and search for Eurosign eSignatures.
• In the bottom right corner, click Authorize.
• Create or log in to your Eurosign account.
• Choose the subscription that best suits your needs!

Eurosign app will be listed on the Pipedrive marketplace https://www.pipedrive.com/en/marketplace. You may also follow https://app.eurosign.com/pipedrive/oauth/authorization to install the Eurosign eSignature app.

When clicking or visiting the above link, the user first needs to log in to Eurosign and then will be redirected to the Pipedrive authorization page to provide access to their data in Pipedrive and see the list of documents and status from Eurosign on Pipedrive.

After the installation:

When the integration is complete, Pipedrive users will be able to see a list of documents sent to any contact on the Pipedrive contact details. You can see all the information in the CRM card on the right panel created using Eurosign with the status of the document.

This is how it looks when you are in the contact panel and you want to track/send a document.

This is how it looks when you're about to send a document for signature.