E-sign your first document from Pipedrive

Tim Mcknight

In Pipedrive, navigate to the Deals section and open a deal:
In the upper-right corner of the screen, click the three dots to open the drop-down menu, and click Sign document with Scrive.
Select the document to be signed: Scrive template, Pipedrive document/CRM file or file to upload from your computer (PDF or docx).
Confirm or edit the settings on the Information, Recipients and Send tabs.
Click Send to launch the signing process and invite the parties to sign the document.
Track and monitor the signing process on the Document Status tab:

Related articles