CONTRACT MANAGEMENT

Never chase signatures again with eSign

Stop wondering. Start closing. Your deal is too important to get lost in signature limbo. With eSign from Pipeline, you’ll never again ask Did they get my contract? Have they even opened it? When will they finally sign?

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Simplify your path to revenue

Streamline contract management with built-in eSign

Reduce costs by eliminating third-party tools

Save thousands annually by removing expensive signature software from your tech stack. Our built-in eSign functionality delivers enterprise-grade features at a fraction of what you’re currently spending.

Create a seamless experience for your customers

Let clients sign documents directly in your branded portal without downloading software or creating new accounts. Eliminate friction points that delay closing with an intuitive signing process that works on any device.

Close deals faster with a streamlined signature process

Reduce contract turnaround time by up to 80% with automated reminders and instant notifications when documents are viewed or signed. Track document status in real-time so your team can follow up at the perfect moment.

Keep everything organized in one central location

Access your entire contract history alongside customer data and communication logs in one unified system. Eliminate time wasted searching across multiple platforms with powerful search and filtering options.

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End the third-party runaround

Why juggle multiple tools when one will do? Pipeline’s eSign eliminates the need for expensive external signature services that complicate your sales process and confuse your customers.

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See every step in real time

Track your document’s journey from sent to signed with instant status updates. Know exactly when prospects view your contracts so you can follow up at the perfect moment.

How does it work?

Use eSign with Instant Docs for a complete contract management solution

Steps:

Generate your document using Instant Docs
Request eSign
Drag and drop signatures on preview
Send and track!

Track status details

eSign email sent to Client → Viewed by client → Signed by client → Confirmation email sent to Sales Rep

FAQs About Pipeline CRM’s eSignature (eSign) Feature

Find the answer to your question here. If you don’t see it, please feel free to contact us.

Is eSign Available for All Pipeline CRM Plans?

Pipeline CRM’s eSign feature is available only for Grow accounts, and there are no limits on the number of eSign requests. It saves you time and cuts costs by eliminating third-party tools and closing deals faster. For more information on pricing, please visit our pricing page or book a chat with one of our dedicated sales representatives.

Can My Clients Sign the Document Using Their Mobile Phones?

Yes, eSign works on any device, with no downloads or accounts required. Your clients can review and sign documents quickly from their phone, tablet, or desktop, helping you close the deal faster.

How Long Does It Take for an eSign Email to Be Delivered?

eSign emails are sent instantly once you hit “Send.” Most recipients receive them within minutes. You’ll also get real-time updates as your document is viewed, signed, or completed.

Can I Upload an Existing Document to Use with eSign?

No, all documents for eSign requests must be created using Instant Docs. You also cannot upload your own signature image at this time.

Can I Cancel an eSign Request After Sending?

Yes. If a contract hasn’t been signed yet, you can cancel the eSign request directly from your Pipeline CRM dashboard. This allows you to fix errors, make changes, or halt a deal that’s no longer active.

See how Pipeline CRM can boost your sales