Pipedrive

Connect VisiSign to Pipedrive to send contracts and documents for signature directly from your deals. Signing status updates appear in real-time on the deal, and completed signed PDFs are automatically attached.

Installation

1. Go to the Pipedrive Marketplace and search for VisiSign
2. Click Install now and authorize VisiSign to access your Pipedrive account
3. Log in to your VisiSign account (or create one if you don’t have one yet)
4. Your Pipedrive company will be linked to your VisiSign organization automatically

Sending a document from a deal

1. Open any deal in Pipedrive
2. Find the VisiSign panel in the left sidebar
3. Click Send for Signature
4. Select a template from your VisiSign account
5. Review the signer details — they’re pre-filled from your deal contacts
6. Click Create and review to open the document in VisiSign
7. Review the document and fields, then click Send

The signers will receive an email with a link to sign the document.

Tracking signing status

The VisiSign panel on each deal shows the current status of all signature requests linked to that deal:

• Sent — the document has been sent and is awaiting signatures
• Completed — all parties have signed
• Voided — the signature request was cancelled

Each signer’s individual status is shown (pending, viewed, signed, or declined).

Notes are automatically added to the deal’s activity history for every signing event:

• Document viewed
• Signer signed
• All parties signed
• Signer declined

Signed PDF attachment

When all parties have signed, the completed signed PDF is automatically attached to the deal as a file. You can find it in the deal’s Files tab.

Templates

To send documents from Pipedrive, you first need to create a template in VisiSign:

1. Go to Templates in VisiSign
2. Upload a PDF document
3. Drag signature, text, date, email, phone, or other fields onto the document
4. Assign fields to signer roles (e.g., “Client”, “Manager”)
5. Save the template

When sending from Pipedrive, you’ll select the template and assign your deal contacts to each role.

Disconnecting

To disconnect VisiSign from Pipedrive:

1. Go to Settings > Integrations in VisiSign
2. Find the Pipedrive card
3. The connection can be managed from there

Requirements

• A VisiSign account on the Team plan (required for templates)
• A Pipedrive account on any plan

Support

If you have questions about the Pipedrive integration, contact us at support@visisign.app.