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E-sign your first document from Pipedrive
- 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: