DocuSign vs Pipedrive for Outlook

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)

## Handle Pipedrive tasks inside Outlook with Pipedrive for Outlook Integration Connect Pipedrive and Outlook by adding access to Pipedrive data straight from Outlook and manage your sales without switching windows. The **Pipedrive for Outlook app** lets you see your contacts, organizations, deals, activities, and notes right where you handle your emails. It’s perfect if you’re already **using Outlook** and want to keep everything in one place. ### What You Can Do with the Pipedrive for Outlook App: - **Access Vitals in Outlook:** Keep track of your Pipedrive data like contacts and deals directly in Outlook. - **Add Info on the Fly:** Easily create new contacts, deals, and notes in Pipedrive from Outlook, keeping everything synced. - **Works Everywhere:** This app works with Outlook whether you're on your desktop (Windows and Mac) or online. Make sure you’re using the latest version of Outlook to keep things smooth. With the **Pipedrive for Outlook app**, you can streamline how you manage your sales right from your email, making it simpler to keep up with your deals and client info without the hassle of juggling apps. Pipedrive for Outlook is all about making Outlook users' days easier and helping you focus. You can try Pipedrive for Outlook for free for 7 days, to make sure it works for you and your business' workflow. After that, a paid subscription is required.