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Recommendation Request: Automated Contract Integration Recommendation

A detailed account of a Fastlane process...

phantombot

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Howdy everybody, thought I'd post this here since we're all cutting-edge entrepreneurs :)

I'm looking for an automated way to generate pre-filled contracts.

We use Pipedrive to manage our sales process. Once we get all the info into Pipedrive, and it's a go, we send the customer a contract.

I'm in the process of automating this part.

The tools we use:
- Pipedrive
- Zapier
- Airtable
- Less important: WordPress/NinjaForms

What I'd like to do is suck the custom field data from Pipedrive and pre-fill a template contract with an e-signature solution. (DocuSign, SignNow, etc.)

So far, this has been more complicated to implement than it sounds

Has anybody implemented this kind of solution in their business?
 
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AppMan

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May 25, 2019
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Howdy everybody, thought I'd post this here since we're all cutting-edge entrepreneurs :)

I'm looking for an automated way to generate pre-filled contracts.

We use Pipedrive to manage our sales process. Once we get all the info into Pipedrive, and it's a go, we send the customer a contract.

I'm in the process of automating this part.

The tools we use:
- Pipedrive
- Zapier
- Airtable
- Less important: WordPress/NinjaForms

What I'd like to do is suck the custom field data from Pipedrive and pre-fill a template contract with an e-signature solution. (DocuSign, SignNow, etc.)

So far, this has been more complicated to implement than it sounds

Has anybody implemented this kind of solution in their business?
Which integration do you have a problem with? Or you are finding a problem to define the overall solution how it should look like?
 

phantombot

New Contributor
LEGACY MEMBER
User Power
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112%
Nov 7, 2021
17
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Which integration do you have a problem with? Or you are finding a problem to define the overall solution how it should look like?
Pipedrive > eSignature solution

Getting the info from Pipedrive into a product that will allow customers to e-sign is the challenge.

So far I've come up with two solutions that would probably work (for those future readers who have the same issue):

- AirSlate Enterprise plan
- DocuSign Enterprise plan

Basically, you need access to their API... So later on I may end up building my own solution to save $.
 

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