Close
Docusign
Close and Docusign Integration
Seamlessly connect Close CRM with DocuSign to accelerate your sales cycle and simplify contract management.
Seamlessly connect Close CRM with DocuSign to accelerate your sales cycle and simplify contract management.
Our Close and DocuSign integration empowers sales teams to send, sign, and manage contracts directly within Close. Automate document workflows, track signature status in real-time, and close deals faster without ever leaving your CRM. This powerful connection eliminates manual steps, reduces errors, and ensures your sales process is smooth and efficient.
Simply navigate to the integrations section in your Close account, select DocuSign, and follow the prompts to authorize and link your DocuSign account. Once connected, you can start sending documents for signature directly from Close.
Yes, the integration provides real-time updates on document status, including sent, viewed, signed, and completed stages, all visible within your Close dashboard.
Absolutely. You can set up automation rules in Close to trigger DocuSign document sends when deals reach specific pipeline stages, streamlining your workflow and reducing manual tasks.
Yes, once a document is signed via DocuSign, a copy is automatically saved and accessible within the relevant contact or deal record in Close for easy reference.
Yes, the integration supports multi-user accounts, allowing your entire sales team to send, track, and manage DocuSign documents within Close collaboratively.
