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How Do I Integrate eSignature in WebMerge

hey they're fans of pipedrive today we're going to cover the integration between get accepts and your favorite CRM we are in the deals section and pipedrive and we need to send a document out to Vandelay industries to the right we have our get accept Chrome extension where we will initiate the creation of the proposal we'll click send new document and we'll notice that our recipients are already attached to the documents now we can either have them as a signer or CC if it is a non sign Amal document we'll go ahead and move forward with a signing document you can of course use any document you have on your computer but in this case I've created a proposal as a good accept template that I will now use now this template that I've created has multiple fields these fields can either be populated automatically through merging pipedrive data or I can go in and simply input the data that I need to fill out the document once the data is filled in we can also preview the document so that we can make sure everything is filled in correctly before sending out to our recipients next we will record an introductory video that will automatically play once the recipient opens the document this serves two purposes one to leave a lasting impression but two to also help your recipient understand what the next steps are we can edit the document name the email subject line as well as the email message before sending out we can also automatically send reminders so if they don't open the document sign the document or if it's about to expire will automatically send an email if you have the recipients mobile number we can also deliver this document to be a text message we will of course automatically send email reminders to the recipient but we want to help you keep everything in pipedrive so we'll also set a three-day reminder to follow up so let's hop into George's inbox and see what this document looks like as Jorge opens the proposal the video will play automatically and then he will be able to view the document when George is finished reviewing the whole proposal he can go down and click the signed document once signed everyone will receive a finalized signed copy now let's hop back into pipedrive where we can see all of the detailed tracking including how many times the document was viewed and how much time was spent on each page of the proposal if we look at the timeline we can see that every action that was taken to the document is recorded and we of course have the final signed proposal safely secured in your favorite CRM pipedrive thank you for your time and feel free to reach out to us if you have any questions [Music]