DocuSign vs Visma e-conomic Integration

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)

## E-conomic Integration Overview Transform Your Sales-to-Finance Operations **Features:** - ✅Automatic Deal to Invoice/Order/Quote Creation - ✅Financial Metrics within Pipedrive - ✅Replay Unsuccessful Integrations - ✅Manual Company Creation **Key Business Benefits:** **1. Eliminate Manual Work** - No double data entry between systems - Automated customer, product and invoice/order/quote creation **2. Real-time financial data syncing** - View e-conomic booked-invoice data directly in Pipedrive contacts **3. Fix failed syncs with "Replay" option** - Update deals and re-sync to reflect changes - Instant notifications for sync actions in deal activities **4. Start with Free Expert Onboarding** - Custom setup for your Pipedrive account. - Custom guidance for your specific needs **Start your free trial with 15 credits today**! [Book a free 30-minute onboarding session](https://meetings.hubspot.com/cloudify/app-assistance), and let us streamline your billing process. ### Integration features - **Automatic Deal to Invoice/Order/Quote Creation**: Convert deals to invoices with real-time updates. - **Financial Metrics**: View Booked e-conomic invoice data in Pipedrive - **Replay Failed Syncs**:Retrigger unsuccessful integrations - **Customer Creation**: Create e-conomic customers from Pipedrive Organizations/People - **B2C Management**: Convert Pipedrive contacts to e-conomic customers. - **Simple Invoicing without products**:Generate invoices from the deal value.