Click2Contract enables you to adapt and scale the best deal closing practices of modern growth companies. The app provides you with the simplest possible process from Pipedrive via proposal to eSigned and archived contracts, allowing your sales team to be kept up-to-date with the progress of proposals. All follow-up and reporting processes are integrated with Pipedrive's standard features and both sales reps, sales lead, customer success and legal get their needs satisfied.

Key features:

The process

• Export to a new proposal customer details, products and custom data fields from a deal

• Select which content should be editable by a salesperson to optimize the process

• Automate actions followed by eSigning: set deals' status as "won," move them between pipelines or upload PDF contracts to deals

Follow up and reporting

• Get automatic notifications upon openings and proposal dates via the App panel

• Change stages automatically when a proposal is sent, opened or accepted (eSigned)

• Use automated stage and status changes to build performance reporting in Pipedrive Insights

Legal

• Easy-to-use eSigning that works on all devices

• Automatically archive all accepted proposals/contracts or upload them to Pipedrive as PDF

Customer experience

• All proposals and contracts are visual and responsive

1. Click "Install Now"
2. Accept permissions by clicking "Allow and Install"
3. Login to Click2Contract with existing user account
4. Start using

If you don't have a Click2Contract user account yet, please register at https://secure.click2contract.com/register