Docusign
Close
Docusign and Close Integration
Seamlessly connect DocuSign with Close to accelerate your sales cycle and automate contract management.
Seamlessly connect DocuSign with Close to accelerate your sales cycle and automate contract management.
Our DocuSign and Close integration empowers sales teams to send, sign, and track contracts directly within Close CRM. Eliminate manual data entry, reduce turnaround times, and keep your sales pipeline moving smoothly by automating document workflows. With real-time status updates and centralized document storage, you can focus on closing deals faster and more efficiently.
The integration allows you to send documents for signature via DocuSign directly from your Close CRM. Once sent, you can track the signing status in real-time without leaving the Close platform, ensuring a streamlined workflow from proposal to contract completion.
Yes, you need active accounts for both DocuSign and Close. The integration connects these accounts to synchronize document sending and tracking seamlessly.
Absolutely. You can set up automation rules within Close to trigger DocuSign document sending when deals reach specific pipeline stages, helping you reduce manual tasks and speed up contract execution.
Yes, the integration provides real-time updates on document status, such as sent, viewed, signed, or declined, directly within Close, so your team stays informed without switching platforms.
Both DocuSign and Close adhere to industry-leading security standards, including encryption and compliance certifications, ensuring that your documents and customer data remain safe throughout the integration process.
