To automatically populate contracts with CRM data, you can initiate the signing process from either a Pipedrive template or a Scrive template.

In order to import Pipedrive data into a Scrive contract template, add a custom field for each type of Pipedrive data you want to import.

Once you have created a Scrive document template (in eSign Online), go to the Document tab to set up the field mapping as follows:

Add a text field to your document.
Set the Party to be the sender of the document.
From the menu of field types, select New field.
Enter the new field name using one of the Pipedrive fields from the list below. You can also add custom Pipedrive fields. In either case, the field in the Scrive template must have the exact spelling, capitalisation and syntax as the Pipedrive field.

SALE

amount

owner

currency

sale date

contact name

title

formatted amount

company name

sale company name

sale recipient name

SENDER PERSON

sender email

sender company

sender phone

sender name

RECIPIENT

recipient email

recipient mobile

recipient name

recipient firstname

recipient lastname

RECIPIENT COMPANY

company name

country code

address

postal code

our contact

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