E-Signature · Sales Teams

Close Deals Faster
from Inside Your CRM

Send contracts, proposals, and NDAs from inside Salesforce, HubSpot, or Pipedrive — without switching tabs. AI maps CRM data to document fields. Signed deals update the CRM automatically.

Free plan available · No credit card required · ESIGN Act compliant

Native
CRM integration
AI
Field mapping
Chrome
Extension included
Free
Plan to start
Key Features

Everything You Need

Built-in features that save time and close deals faster.

CRM Native

Send Documents from Inside Your CRM — Never Switch Tabs

Zignature's Chrome Extension lets sales reps send contracts, NDAs, and proposals from inside Salesforce, HubSpot, or Pipedrive — without leaving the deal record. Contact information, deal value, and company name auto-populate from the CRM record. Signed status writes back to the deal automatically.

  • Chrome Extension — send from inside any supported CRM without switching apps.
  • CRM data auto-population — contact and deal fields pre-fill automatically from the CRM record.
  • Signed status writeback — deal stage updates automatically when the contract is signed.

Send Documents from Inside Your CRM — Never Switch Tabs

Zignature's Chrome Extension lets sales reps send contracts, NDAs, and proposals from inside Salesforce, HubSpot, or Pip...

Included on all plans
AI

AI Maps CRM Data to Document Fields Instantly

Manually filling in contract fields from CRM data wastes valuable selling time. Zignature's AI automatically maps your CRM deal data — company name, contact, deal value, product terms — to the corresponding fields in your contract template. Review and send in under 60 seconds.

  • Intelligent field mapping — AI matches CRM data to document fields without manual entry.
  • Synonym matching — maps 'Company' in CRM to 'Client Name' in contract automatically.
  • One-click review — review AI mappings, adjust if needed, and send in one step.

AI Maps CRM Data to Document Fields Instantly

Manually filling in contract fields from CRM data wastes valuable selling time. Zignature's AI automatically maps your C...

Included on all plans
Pipeline Impact

Trigger Contracts Automatically on Deal Stage Changes

Stop waiting for reps to manually send contracts. Set automation rules that trigger contract sends when a deal moves to 'Proposal' or 'Contract Sent' in your CRM. Every deal in the right stage gets the right document — automatically, without sales rep action.

  • Deal-stage automation — contracts send automatically when deals reach configured stages.
  • Template selection rules — different contract templates for different deal types, sizes, or products.
  • Manager visibility — sales managers see which deals are awaiting signature in real time.

Trigger Contracts Automatically on Deal Stage Changes

Stop waiting for reps to manually send contracts. Set automation rules that trigger contract sends when a deal moves to ...

Included on all plans
Use Cases

Works for Every Scenario

From simple agreements to complex multi-party workflows.

Sales Contracts & MSAs

Master Service Agreements and sales contracts sent from inside the CRM — pre-populated with deal data and sent in one click.

Proposals with Signature

Proposals that convert to contracts when the prospect signs — no separate contract step needed for simpler deals.

NDAs & Mutual Confidentiality

Quick NDA sends from the CRM early in the sales process — signed before any sensitive product or pricing information is shared.

Order Forms & SOWs

Order forms and statements of work sent when deals reach the contracting stage — auto-populated from the opportunity record.

Renewals & Upsell Agreements

Renewal contracts triggered automatically 90 days before expiry — keeping renewal pipeline visible and moving.

Partnership & Channel Agreements

Partner agreement sends triggered when partner status changes in the CRM — channel agreement execution automated end-to-end.

How It Works

Up and Running in Minutes

No training required. Send your first document today.

1

Connect in One Click

Authorize Zignature from your existing account. OAuth 2.0 — no API keys to manage, no IT ticket required.

2

Map Your Data

Our AI automatically maps fields from your connected app to document templates. Review and confirm in under 2 minutes.

3

Trigger Documents Automatically

Set rules to auto-send documents when records update — new deal, new customer, new invoice. Zero manual work.

4

Sync Back Automatically

Signed status, signer data, and completed PDFs flow back into your app automatically. Your records stay accurate.

Close Contracts from Inside Your CRM

Join sales teams using Zignature to eliminate contracting delays. Free plan available.

Frequently Asked Questions

Everything you need to know.

Can sales reps send contracts from inside Salesforce?

Yes. Zignature's Chrome Extension lets reps send contracts, NDAs, and order forms from inside Salesforce — without leaving the opportunity or account record. Contact and deal data auto-populate from the CRM. Signed status writes back to the opportunity stage automatically.

Does Zignature integrate with HubSpot CRM?

Yes. Zignature has a native HubSpot integration with a CRM Card that appears on contact, company, and deal records. Reps can send documents directly from the HubSpot interface. A Zignature install in the HubSpot marketplace makes setup one-click.

How does AI field mapping work for sales contracts?

Zignature's AI analyzes your contract template and your CRM record simultaneously, identifying which CRM fields correspond to which contract fields using natural language matching. It maps 'Company Name' in HubSpot to 'Client' in your contract, 'Amount' to 'Contract Value', etc. — reducing document prep time from minutes to seconds.

Can contracts be sent automatically when a deal stage changes?

Yes. Configure automation rules that trigger contract sends when a deal moves to a specific stage. You can set different templates for different deal types, send notifications to sales managers when contracts are sent or signed, and automatically update deal stages when contracts are completed.

How do we track which deals are waiting on a signature?

Your Zignature dashboard shows all pending contracts with deal names, recipient names, and time since send. Your sales managers can see the full pipeline of pending signatures across the entire team — identifying deals stalled at contracting and coaching reps to follow up.

Can sales reps send documents from Pipedrive?

Yes. Zignature has native Pipedrive integration. Reps send documents from inside the Pipedrive deal view. Document field data auto-populates from the deal and contact record. Signed status and completed PDFs sync back to the Pipedrive deal automatically.

Does Zignature support e-signatures in multiple languages for international sales?

Zignature's signing interface is available in English, Spanish, French, German, Portuguese, and other major languages. The document itself is whatever language you create it in — Zignature provides the signing infrastructure regardless of document language.

Can sales managers see a leaderboard of contracts sent by rep?

Zignature's team dashboard shows document activity by team member — contracts sent, completion rates, and average time-to-sign by rep. Sales managers use this data to identify reps who need coaching on contract timing and follow-up sequences.

Related Resources

Related Resources