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RightSignature + PipelineDeals: Manage Sales And Signatures, Faster

By: Steve Stormoen / Thursday, April 17, 2014


For businesses and sales teams looking for Customer Relationship Management (CRM) Software that is ready to use with little or no setup, look no further than PipelineDeals. Instead of getting caught in the arms race of features with more complex CRM software, PipelineDeals focuses on the basics by identifying what a sales team needs to be effective, and designing that experience from the ground up. Demonstrating the simplicity and efficiency of its software, PipelineDeals offers an eye-catching promise: your team can be set up and managing leads and customers in as little as 8 minutes.

PipelineDeals is a blazing-fast platform to manage your contacts and opportunities, helping you convert your leads into revenue. And now, with the new PipelineDeals add-on for RightSignature, closing is easier than ever with the power of versatile, legally-binding electronic signatures. Here’s how it works:
  • One-Time Installation. Login to RightSignature and click the Account link, then select the Integrations tab. Choose PipelineDeals from our list of integrations and follow the simple instructions to install this add-on.
  • Documents: In RightSignature, navigate to the Send a Document screen. You will now see a PipelineDeals button in the “Choose a Document” section, which will allow you to select documents from your PipelineDeals account to send for an electronic signature.
  • Contacts: Also on the Send a Document screen, when indicating a signer or CC, begin typing the name of one of your PipelineDeals contacts. RightSignature will suggest your matching PipelineDeals contacts in a drop-down menu below, and automatically fill in the name and email address of your selected contact.
JP Werlin, Co-Founder of PipelineDeals, says,
PipelineDeals is the CRM for sales teams who value efficiency, visibility, and easy setup and deployment. Our users don’t like wasting time managing their leads, and they certainly don’t like wasting time hassling with signatures on paper contracts and documents. RightSignature—the easiest, fastest way to get documents signed online—revolutionizes the process of closing deals and provides a valuable new workflow improvement feature for our users. This shared set of common goals make RightSignature and PipelineDeals perfect integration partners.

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