How to send envelopes using templates in DocuSign for deal changes in Pipedrive

Managing contracts and tracking deals' progress can be overwhelming for businesses, whether big or small. It can be a time-consuming task that requires a lot of effort. But worry not; with Relay, you can integrate Pipedrive and DocuSign and keep your business deals efficient, hassle-free, and paperless. Whenever a deal stage is changed in Pipedrive, this workflow sends an envelope using a template in DocuSign. This process speeds up the signing of documents and prevents delays in closing business deals. The best part? You get to track your deal's progression seamlessly while signing documents effortlessly, making it a smart choice for deal management. Let us show you how with this guide in just four easy steps.
Pipedrive logoPipedrive > DocuSign
Last triggered
Pipedrive logoDeal stage changed
DocuSign logoSend envelope from template

Set the Pipedrive trigger as “Deal stage changed”

Add the Pipedrive trigger to initiate your playbook's actions before changing the stage of the deals.

To do this, click "Add trigger" in your playbook. Choose the "Deal stage changed" trigger from the Pipedrive options. It will enable your playbook to automatically identify newly changed stages and trigger necessary actions.

If you have yet to connect your Pipedrive account to Relay, a prompt will guide you through the connection process.


Add the DocuSign "Send envelope from template" automation

Integrate the DocuSign automation into your playbook to ensure the prompt sending of envelopes.

Select "Add step," then locate the "Send envelope from template" automation for DocuSign, then choose a template (an example is "NDA") and input the relevant details, such as Email subject, Email body, Party A email, Party A name, Party B email, and Party B name.

If your DocuSign account isn't connected to Relay, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay to send envelopes through your DocuSign account.


Activate your playbook

Activating your playbook is the final step. Once turned on, it will respond to send envelopes using a template in DocuSign for the changed deal stages in Pipedrive without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together.

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