Asana vs DocuSign

**Boost your post-sales process** Combine the benefits of two powerful management tools with the Pipedrive-Asana integration. Your sales team will be able to cooperate smoothly with Asana teams while benefiting from plenty of time-saving features. **The Pipedrive-Asana integration lets you:** - Create Asana tasks when you make changes to Pipedrive deals - Create a project/task in Asana for every new deal/lead - Create workflow automations for one or multiple pipelines* **Create Asana projects/tasks automatically from Pipedrive** Asana is one of the web’s most successful project management tools: It’s used by various teams ranging from logistics to customer support. With the Pipedrive-Asana integration, you can effortlessly connect the Asana teams in your organization to your Pipedrive sales team, as well as select default assignees and adjust the details included in the tasks. Take this integration to the next level and get even more options to manage your projects by setting up Workflow Automations. Pipedrive offers four pre-made workflow automation templates to be used with Asana: - Every time a **deal is WON**, create a project in Asana. - Every time a **deal is LOST**, create a project in Asana. - Every time a **deal is moved to a specific stage**, create a task in Asana. - Every time you **add a new lead**, create a task in Asana.

Use Pipedrive’s Smart Docs to create a new document, either from scratch or by using a template. Save time and avoid errors by auto-filling your document with Pipedrive data from any field – an easy and quick way to personalize your documents. Or upload a PDF into Smart Docs. Then simply choose “create an envelope in DocuSign” and set up the required fields (i.e., specify recipients, customize the email message and add DocuSign fields). Once you’ve sent your envelope, you’ll receive status updates when the envelope has been viewed, signed and completed – all directly in Pipedrive! [Learn more about Smart Docs.](https://support.pipedrive.com/en/article/sales-documents-beta)