Paperless pipeline upgrade#
Paperless pipeline free#

To integrate with Dropbox Sign in Pipeline, you'll need to upgrade to Dropbox's Standard or Premium plan. You will see this error if your current Dropbox Sign plan is lower than the plan required for the integration. Here's more info from Dropbox Sign's Help Center → Why am I getting the error, 'Payment Required, An upgrade is required to use this integration,' when I try to connect to Dropbox Sign in Pipeline? Your agents, or any signers, will not need a Dropbox Sign account to sign your requested docs. Yes, once you're connected to Dropbox Sign in Pipeline, you can send anyone requests for signatures. Will I be able to send signature requests to someone that does not have a Dropbox Sign account?

The discount is determined by Dropbox Sign based on the plan you sign up for, so we aren't aware of the exact percentage. What is the Dropbox Sign discount percentage for Paperless Pipeline users? Discount requests must be made by going to the Dropbox Sign area in Pipeline and clicking.

Paperless Pipeline customers on a paid plan who sign up for a new Dropbox Sign account receive a Dropbox Sign discount at signup for any Standard or Premium annual subscription.

Paperless pipeline free#

įAQ (Frequently Asked Questions) What does it cost to connect Pipeline to Dropbox Sign?Ĭonnecting Pipeline to Dropbox Sign is free but you do need to sign up for a Standard or Premium Dropbox Sign subscription. Click the gear to the right of the doc, then.If the request is incomplete, you'll need to cancel the signature request first.Go to your list of Dropbox Sign Signature Requests.Make sure your team is adding the correct and most up-to-date information for contacts by ensuring the list theyre pulling from is clean and updated. Heres how: Prevent inaccurate contacts from being recommended. Keep Your Computer Logged in to Pipeline for 7 Days The new Contact Management tool helps you ensure those contacts are both seamless to add and error-free.Syncing and Unsyncing Tasks with Calendars.Add a Pipeline Icon to a Mobile Device’s Home Screen.Import Dropbox Docs into Unassigned Docs.Viewing Closed, Expired & Canceled Transactions.Save Custom Searches & Sorts as Shortcuts.Track Received Email Messages and Attachments on Transactions.Send or Add Audio Messages from Transactions.Create & Manage Reusable Message Templates.Share Transaction Contacts Conveniently via Notes.Managing Both Sides of a Sale Within a Single Transaction (Dual-sided Transactions).Life changing! The integration of Paperless Pipeline and Zapier provides me peace of mind to know every transaction is accurately recorded for payment in Quickbooks.Įach ‘zap’ saves me precious time removing the requirement for double entry of information into both systems. Easily Connect Paperless PipelineĬonnecting Pipeline to the tools you already use is simple and will increase your productivity by leaps and bounds! Tell me more! Zapier makes it easy to send data from Paperless Pipeline to over 1,000 different applications. Paperless Pipeline customers like you are using Zapier to automatically send transaction and commission data to these applications and thousands more: And hundreds of other cases where a transaction’s status change causes data to be sent over automatically to other powerful systems.When a transaction closes in Paperless Pipeline, the transaction’s data is sent to a Google Sheet so custom reports get created automatically.When a transaction is created in Paperless Pipeline, the transaction details are automatically sent to a CRM.When a transaction closes in Paperless Pipeline a bill is automatically created in Quickbooks.

Here’s what Paperless Pipeline customers are already doing with Zapier: Zapier makes it possible to connect 1,000s of different apps easily. This is really a set it and forget it system! It’s a beautiful thing when the different systems you use communicate seamlessly. Through our Zapier feed we're able to auto-magically send transaction data directly into our CRM which means more consistent entry of the data in a timely manner. It has streamlined our systems by allowing us to get more accurate data in more places with one point of entry for our staff. We are so grateful to have the Zapier integration with Paperless Pipeline.