Recommendation Request: Automated Contract Integration Recommendation

[phantombot]

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]

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]

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 $.

 

[DMass]

How many Users are we taking and what Contract volume?

Also what functionality do you need? E.g. Red Lining.

Depending on how many Users you have and what your appetite is, you may want to switch CRMs to something that integrates seamlessly with Conga or DocuSign.

 

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[AppMan]

Pipedrive > eSignature solution

I haven't read the documentations, but I expect signature cannot accept raw data from pipedrive, you need some custom code in the middle to prepare it , in other words create your middleware services that will satisfy eSignature requirements

 

[phantombot]

How many Users are we taking and what Contract volume?

Also what functionality do you need? E.g. Red Lining.

Depending on how many Users you have and what your appetite is, you may want to switch CRMs to something that integrates seamlessly with Conga or DocuSign.

One or two users. Less than 50/month volume right now.

Might have to switch CRMs at some point, it would need to have at least the ability to make calls, record them, and record all the Deal info. Not sure what all is out there, I know there's a lot.

 

[DMass]

One or two users. Less than 50/month volume right now.

Might have to switch CRMs at some point, it would need to have at least the ability to make calls, record them, and record all the Deal info. Not sure what all is out there, I know there's a lot.

Salesforce CRM would be a option.

It integrates easily with DocuSign and Conga, you can plug in CTIs that will handle your calls (including calling, recording, and listening in). It would easily capture your Sales Data too

 

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[LateStarter]

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 $.

I'm not 100% sure but have a look at "eFileCabinet". A group in my company is looking at this to automate similiar things but not from Pipedrive.

 

[Johnny boy]

we use JotForm. Customers can get an instant quote, and it takes them to sign their contract all automatically, and when they fill out the signup form and sign it, it sends the contract to their email, creates them as a user in our customer portal app, changes their lifecycle stage to customer in our crm, sends them a welcome email, and they can enter their billing info into our billing page.

I like all the integrations you can do with JotForm. Also all of the conditional logic.

You can use query strings to prefill the forms and even hide or lock the field, so someone could get a price or enter their name in one page that puts them into your crm, and the page it redirects them to can be “urlforform.com?firstname=bob&lastname=smith&price=150”

For example on our app we have forms embedded that use the users information but they don’t even have to put it into the form. All they do is fill out the request itself, but on our end we get notifications like “Bob smith made a request for their property 123 Main Street, and they selected ‘need fertilizer application’” and it gets assigned to the proper location since we have 4 of them and the requests need to stay organized.

 

[phantombot]

we use JotForm. Customers can get an instant quote, and it takes them to sign their contract all automatically, and when they fill out the signup form and sign it, it sends the contract to their email, creates them as a user in our customer portal app, changes their lifecycle stage to customer in our crm, sends them a welcome email, and they can enter their billing info into our billing page.

I like all the integrations you can do with JotForm. Also all of the conditional logic.

You can use query strings to prefill the forms and even hide or lock the field, so someone could get a price or enter their name in one page that puts them into your crm, and the page it redirects them to can be “urlforform.com?firstname=bob&lastname=smith&price=150”

For example on our app we have forms embedded that use the users information but they don’t even have to put it into the form. All they do is fill out the request itself, but on our end we get notifications like “Bob smith made a request for their property 123 Main Street, and they selected ‘need fertilizer application’” and it gets assigned to the proper location since we have 4 of them and the requests need to stay organized.

Do you use regular Jotform or Jotform Enterprise?

 

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[Johnny boy]

Do you use regular Jotform or Jotform Enterprise?

just regular jotform, don't need enterprise yet and it's not cheap.

 

[phantombot]

we use JotForm. Customers can get an instant quote, and it takes them to sign their contract all automatically, and when they fill out the signup form and sign it, it sends the contract to their email, creates them as a user in our customer portal app, changes their lifecycle stage to customer in our crm, sends them a welcome email, and they can enter their billing info into our billing page.

I like all the integrations you can do with JotForm. Also all of the conditional logic.

You can use query strings to prefill the forms and even hide or lock the field, so someone could get a price or enter their name in one page that puts them into your crm, and the page it redirects them to can be “urlforform.com?firstname=bob&lastname=smith&price=150”

For example on our app we have forms embedded that use the users information but they don’t even have to put it into the form. All they do is fill out the request itself, but on our end we get notifications like “Bob smith made a request for their property 123 Main Street, and they selected ‘need fertilizer application’” and it gets assigned to the proper location since we have 4 of them and the requests need to stay organized.

Thanks for the recommendation! I tested it this weekend and it should do the job.

Now I'm looking at how I can generate a query string automatically with info from Pipedrive, so I can send customers a "Book It Now!" link