Integration · Pipedrive + Zignature

Send from Pipedrive.
Deals sign themselves.

Send proposals and contracts directly from Pipedrive deals and contacts. Signing status updates deal stage automatically. Keep your pipeline clean and your close rate climbing.

Connect Pipedrive Free → Book a Demo
Pipedrive
+
Zignature
Native deal panel
Send from any Pipedrive deal
Stage auto-advance
Updates on signature completion
Field pre-fill
Pipedrive fields → doc fields
Activity log
Signing events in timeline
Key Features

Everything You Need

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

Send Documents from Any Pipedrive Deal in 3 Clicks

Zignature adds a native panel inside every Pipedrive deal. Reps select a template, confirm the contact, and send — Pipedrive contact name, email, company, and deal value pre-fill the document automatically. Zero tab-switching, zero manual data entry.

  • Native Pipedrive panel — Zignature appears as a panel inside every deal detail view.
  • Auto pre-fill — Contact name, email, organisation, deal value, and close date fill the document automatically.
  • Send in 3 clicks — Template → recipient confirm → send. That's it.

Send Documents from Any Pipedrive Deal in 3 Clicks

Zignature adds a native panel inside every Pipedrive deal. Reps select a template, confirm the contact, and send — Pipedrive conta...

Included on all plans

Deal Stage Advances the Moment a Document is Signed

Map Zignature signing events to Pipedrive pipeline stages. When a contract is sent, the deal moves to 'Contract Sent'. When fully signed, it advances to 'Won'. Your pipeline reflects real signing status — not what reps remember to update.

  • Sent → stage update — Deal advances to your 'Contract Sent' stage the moment the request fires.
  • Signed → Won — Deal marked Won automatically when all parties complete signing.
  • Declined handling — Deal flags as stalled and triggers a Pipedrive activity for rep follow-up on decline.

Deal Stage Advances the Moment a Document is Signed

Map Zignature signing events to Pipedrive pipeline stages. When a contract is sent, the deal moves to 'Contract Sent'. When fully ...

Included on all plans

Pipedrive Automations and Chrome Extension

Use Pipedrive Automations to trigger document sends based on deal stage changes or scheduled delays. The Zignature Chrome extension lets reps send documents right from the Pipedrive deal page — field values auto-mapped from the CRM.

  • Pipedrive Automations — Trigger document sends from deal stage changes, custom field updates, or scheduled delays.
  • Chrome extension — Zignature extension maps Pipedrive page data into documents automatically.
  • Activity creation — Signing events create Pipedrive activities and notes in the deal timeline automatically.

Pipedrive Automations and Chrome Extension

Use Pipedrive Automations to trigger document sends based on deal stage changes or scheduled delays. The Zignature Chrome extensio...

Included on all plans
Use Cases

Works for Every Scenario

From simple agreements to complex multi-party workflows.

🤝

NDAs at Qualification

Auto-send NDAs when a deal moves to 'Qualified' stage in Pipedrive.

💼

Sales Proposals

Proposals sent from the deal record and stage advances on first open.

📋

Service Agreements

MSAs and SOWs sent and tracked against the Pipedrive deal they originate from.

🔄

Renewal Pipeline

Automations trigger renewal contracts 60 days before deal close date.

🧾

Quote Signing

Send price quotes from Pipedrive deals and mark Won when signed.

📊

Clean Pipeline

Stage accuracy maintained automatically — reps close, CRM updates itself.

How It Works

Up and Running in Minutes

No training required. Send your first document today.

1

Connect Pipedrive to Zignature

Authenticate with Pipedrive OAuth — installs the Zignature panel in your deals in seconds.

2

Map deal stages to signing events

Configure which Pipedrive stages correspond to document sent, signed, and declined.

3

Send from the Pipedrive deal panel

Use the Zignature panel inside any deal to send a document in three clicks.

4

Pipeline updates automatically

Deal stage advances and activity notes are created as signing progresses.

Connect Pipedrive to Zignature Today

Free to start. No credit card. Works with your existing Pipedrive account.

Get Started Free → Book a Demo
FAQ

Frequently Asked Questions

Everything you need to know about the Pipedrive integration.

Does Zignature work with all Pipedrive plans?
Yes. The deal panel and manual sending work on all tiers; Automations triggering requires Pipedrive Advanced or higher.
Can Pipedrive contact and deal fields pre-fill document fields?
Yes. Contact name, email, organisation, deal value, deal title, close date, and any custom Pipedrive field can be mapped to Zignature document fields.
What Pipedrive events trigger automatic document sends?
Using Pipedrive Automations, you can trigger sends on deal stage change, person field update, activity completion, deal creation, or a scheduled delay.
Can I use the Zignature Chrome extension with Pipedrive?
Yes. The Chrome extension automatically reads Pipedrive deal data and maps it into document fields when you open a deal.
Are signed documents stored in Pipedrive?
Signed PDF links and completion details are synced back to the Pipedrive deal as a note and file attachment, accessible from the deal timeline.

Related Resources

HubSpot Integration
In-CRM eSigning for HubSpot deals and contacts.
Salesforce Integration
Enterprise document signing inside Salesforce opportunities.
E-Signatures for Sales Teams
CRM-connected signing workflows built for revenue teams.

Related Resources

Salesforce Integration
Related: Salesforce CRM integration.
HubSpot Integration
Related: HubSpot CRM integration.
E-Signatures for Sales Teams
Close Pipedrive deals with in-CRM e-signatures.
Business Proposal Signing
Send proposals from Pipedrive opportunities.