BoloSign – eSignature and PDF Automation
freeinteractive features

BoloSign – eSignature and PDF Automation

by BoloForms

freeinteractive features
freeinteractive features

Send, track, and eSign PDF contracts and documents directly from Pipedrive with BoloSign – the fast, affordable eSignature solution.

Manage contracts, Other use cases

App screenshot
App screenshot
App screenshot
App screenshot
App screenshot
This app is either entirely free or offers some features for free. There may be limits on how much you can use certain features for free, and you might need to open paid account to access all features.

Description

Enhance your Pipedrive CRM with BoloSign’s eSignature and PDF document automation, designed for small businesses that need the same power as leading platforms but at a fraction of the cost.

With BoloSign, you can:

  • Create and send proposals, quotes, and contracts directly from Pipedrive deals using customizable templates.
  • Generate quotes and PDF documents with pre-filled customer, product, and pricing data pulled instantly from your Pipedrive records.
  • Request legally‑binding eSignatures without leaving Pipedrive – all BoloSign subscriptions include unlimited eSignatures by default (no extra costs).
  • Automate approvals and streamline workflows to keep deals moving forward without manual bottlenecks.
  • Track document opens, views, and eSignature status inside Pipedrive with real‑time analytics so you can follow up at the perfect time.
  • Integrate payments seamlessly into your proposals to shorten sales cycles.
  • Work with PDFs effortlessly: upload, edit, and request signatures on PDF contracts without switching tools.

Unlike alternatives like PandaDoc, DocuSign, or SignNow, BoloSign is built with SMBs in mind—delivering feature‑rich document automation, proposal building, and eSigning at a far more affordable price.

Getting started is easy— no complexity. Power up your sales proposals, quotes, and contract workflows directly inside Pipedrive with BoloSign today.

👉 Try BoloSign for free: https://signature.boloforms.com

Features

Panels

Panels

Instantly see and interact with BoloSign – eSignature and PDF Automation as you dive into the details of your deals/contacts in Pipedrive.

BoloSign Document List

Locations:deal details

Actions

Actions

Kick off related actions in BoloSign – eSignature and PDF Automation as you work with your deals, contacts and/or activities in Pipedrive.

Create Document

Locations:deal details

Select a template created in BoloForms to directly send for signature for this deal.

Installation instructions

  1. Create a new BoloSign account or log in to your existing account
  2. Install the application from the Marketplace or from BoloSign dashboard.
  3. Create a template and map the pipedrive variables into the template
  4. Select a deal before sending document for signing
  5. Done!

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