Pipedrive integration
Close deals faster with e-signatures that live inside your pipeline. Send contracts from any deal, track signing in real-time, and get the signed PDF attached automatically.
Deal reaches closing stage
Send contract from template
Client signs on any device
Signed PDF attaches to deal
Deal updated: contract signed
CompletedMarketplace app
VisiSign adds a panel to every Pipedrive deal. Send documents, track status, and get signed copies — without leaving the deal view.
Deal panel
The VisiSign panel appears on each deal's sidebar. Select a template, pick signers from your contacts, and send — all from Pipedrive.
Automation
From deal close to signed contract — every step happens automatically. No copy-pasting, no manual uploads, no switching tabs.
End-to-end
A deal closes. The contract gets signed. The PDF lands on the deal. Your team never left Pipedrive.
Open the VisiSign panel on any deal. Pick a template. Signer name and email pre-fill from deal contacts. Click send.
The signer receives an email with a link. They review, fill fields, and sign on any device. Every event syncs back to the deal in real-time.
When all parties sign, the completed PDF and signing certificate attach to the deal's files tab. A note confirms completion in the deal timeline.
Setup
Install from the Pipedrive Marketplace, connect your VisiSign account, create a template, and start sending from deals.
Search for VisiSign in the Pipedrive Marketplace and click Install. Authorize VisiSign to access your Pipedrive account.
Log in to VisiSign (or create a free account). Your Pipedrive company links to your VisiSign organization automatically.
Upload a PDF in VisiSign, place signature fields, and assign signer roles (e.g. "Client", "Manager").
Open a deal, find the VisiSign panel, select a template, and send. Signer details pre-fill from deal contacts.
Why VisiSign
Most CRM signing integrations charge per document or per user. VisiSign is $49/month flat for the whole team.
Other CRM signing integrations charge per document sent. VisiSign Team is $49/month flat with unlimited dashboard sends.
Every signing event — viewed, signed, declined — appears as a note in your deal timeline automatically.
When all parties sign, the completed PDF attaches to the deal. No manual download or upload needed.
Map deal contacts to template roles. Send the same contract to different clients without recreating fields.
Comparison
| Feature | Other signing tools | VisiSign |
|---|---|---|
| Per-envelope fees | Common — $1-$3 per send | No — unlimited dashboard sends |
| Per-seat pricing | $25-$65/user/month | $49/month flat — unlimited users |
| Signed PDF on deal | Varies — often manual | Automatic — attaches on completion |
| Real-time deal updates | Varies | Yes — viewed, signed, declined notes |
| API access | Often gated behind enterprise plans | Included — or $0.10/request standalone |
| Contracts required | Often annual | No — cancel anytime |
Install from the Pipedrive Marketplace. Team plan is $49/month with unlimited users and dashboard sends.