Pipedrive Integration

Signed PDF automatically returned to the Deal

The executed contract is automatically attached right back where it originated in Pipedrive.

• Attached under "Files" on the Deal, Person, and Organization
• Includes full audit log, MitID verification, and PAdES LTV digital seal
• Immediately accessible to sales, onboarding, and finance inside Pipedrive

Automatic Deal Status, Stage & Custom Field updates

Let completed signatures update Deal values and advance your pipeline hands-free.

• Automatically mark Deals as Won upon completion or Lost upon rejection
• Advance Deals to specific Pipeline Stages when sent and when signed
• Map KvikSign values (signed timestamp, signer name, method, transaction ID) to Pipedrive Custom Fields

Request signatures directly from Pipedrive

Trigger signature workflows when a Deal reaches your designated contract stage.

• Pulls the Deal's primary contact person (name, email, phone)
• Fetches attached PDF/DOCX agreements directly from the Pipedrive Deal
• Auto-matches Deals via Reference Number (Deal #ID) or recipient email

Timeline Audit Notes & Follow-up Activities

Keep the entire revenue team informed right on the Deal timeline.

• Automatic timeline notes when contracts are dispatched, signed, or rejected
• Optional automatic creation of onboarding or follow-up tasks in Pipedrive

Is the signed document automatically returned to the same Deal in Pipedrive?

Yes! As soon as all parties sign in KvikSign, the signed and GlobalSign-sealed PDF is automatically uploaded under "Files" on the exact Deal, Person, and Organization.

Which values can KvikSign update in Pipedrive when a document is signed?

KvikSign can automatically mark the Deal as Won or Lost, move the Deal to a chosen pipeline stage, post an audit note on the timeline, and update custom Deal fields with the signing date, verified signer name, signing method, and transaction ID.