Step 1
Connect your CRM
Link your HubSpot or Pipedrive account from Settings to bring contacts and deal details into Plutosign.
Integrations
Your CRM already knows the deal. Plutosign turns it into a signed agreement.
Connect HubSpot or Pipedrive to browse deals, create proposals with pre-filled details, and update the deal stage when signatures complete — without copying data between tools.
Step 2
Choose a deal
Browse your open deals inside Plutosign. Pick one and Plutosign creates a draft document with the deal's details pre-filled.
Step 3
Review and send
Adjust the scope, pricing and terms as you would any proposal. When it's ready, send it for signature directly from the draft.
Step 4
Deal updates on signature
Plutosign can mark the linked deal won after the agreement is signed, using your connected CRM account.
Bring the deal into your proposal
Start with the details you already have
- Import CRM contacts into your Plutosign contact list
- Browse open deals from inside Plutosign
- Create a draft with the deal name, amount and close date pre-filled
Make the agreement your own
- Add the scope, pricing and terms your client needs to review
- Send the proposal for signature from the same workspace
- Manage your CRM connection from Settings
HubSpot and Pipedrive connections cover contact imports, drafts from deals and linked-deal completion updates. Manage other CRM records and custom fields in your CRM.
Available now
HubSpot
Import contacts · Create drafts from deals · Update deal stage on completion
Connect your HubSpot portal, browse open deals, and create a proposal with deal details pre-filled. When the document is fully signed, Plutosign can update the linked deal to Closed Won.
Requires a HubSpot account with deal access. Connect from Settings.
Pipedrive
Import contacts · Create drafts from deals · Update deal stage on completion
Link your Pipedrive workspace, browse open deals, and create a proposal from a deal. Plutosign can update the linked deal to won after signing.
Requires a Pipedrive account with deal access. Connect from Settings.
Build your own integration
The REST API and event webhooks let you connect Plutosign to any tool in your stack — from custom CRM workflows to internal dashboards.
REST API
Create and send documents, work with templates and contacts, and manage recipients from your own application.
Event webhooks
Receive document event notifications in your own tools. Verify each payload with HMAC-SHA256; find event types and examples in the API docs.
API keys
Create and revoke workspace API keys from Settings → API.
Start with a deal you know
Start with a free account, connect HubSpot or Pipedrive from Settings, and create your first deal-based proposal today.