Getting started with Scrive for Pipedrive
Download the Scrive app from the Pipedrive Marketplace
Pipedrive is a CRM platform that caters to the needs of people doing the actual selling. Sales management tool built around activity-based selling, helping users visualise their sales processes and get more done.
Requirements
- Pipedrive account
- Subscription to Scrive eSign Online, starting from 30€/month. Start with a 30-day free trial or contact Scrive sales (see all pricing plans)
- Subscription to Scrive app: 2,50€/month
What can the Scrive app do?
Shorten sales cycles, drive conversion, and enhance your customer experience. Send documents for e-signing directly from a Pipedrive Deal record and track the progress of the signing process within the CRM. Supports Pipedrive document templates, Scrive templates, including custom field mapping, and signing party authentication with multiple eIDs.
Setting up the Scrive app
- Log in to your Pipedrive account.
- In the Pipedrive Marketplace, locate the Scrive app.
- In the Scrive app listing, click the Proceed to install button.
- When prompted, click Allow.
- When prompted, click Install.
The Scrive app is now ready to use.