Works with the tools you already use

Available

Sign-in and files

Microsoft 365

Your staff sign in with the Microsoft account they already have, and can bring their Outlook contacts into bSign so recipients are a few letters away.

Available

Sign-in and files

OneDrive and SharePoint

Start a document from a file in OneDrive or any SharePoint or Teams library you can open, and save each signed copy and its certificate back to the folder you choose, automatically if you like.

Available

Sign-in and files

Google Workspace

Sign in with Google, pick files from Google Drive to send or sign, and save finished documents back to Drive. bSign only sees the files you choose.

Available

Automation and developers

API and webhooks

Create and send documents from your practice software, CRM or PSA with an API token, and get a signed webhook the moment a document is viewed, signed or completed.

Read the API guide →

Available

CRM and sales

HubSpot

When a deal reaches the stage you choose, bSign sends the agreement filled in from the deal, its contact and company. The signed PDF is added to the deal, which can move on to Closed won.

Available

CRM and sales

vtiger CRM

For your own vtiger server: quotes and deals go out for signature at the stage you choose, the signed copy is filed with the record's documents, and a Send for signature link sits right on the quote.

Available

IT and service desk

Syncro

For managed service providers: estimates and tickets go out for signature at the status you choose, filled in from Syncro. The signed PDF lands on the ticket and the estimate is marked approved.

Available

Workspace and memberships

OfficeRnD

For coworking operators: a membership agreement approved in OfficeRnD goes out for signature, filled in from the contract, and is marked signed in OfficeRnD once everyone has signed.

Available

CRM and sales

Pipedrive

When a deal reaches the stage you choose, the agreement goes out filled in from the deal, its contact and organization. The signed PDF and a note land on the deal, which can move on and be marked won.

Available

CRM and sales

Zoho CRM

Deals and quotes go out for signature at the stage you choose, filled in from the record, its contact and account. The signed PDF is attached with a note, and a button on the record sends it by hand. Every Zoho data centre, Canada's included.

Available

CRM and sales

Salesforce

Opportunities and quotes go out for signature at the stage you choose, filled in from the record, its primary contact and account. The signed PDF lands in the record's Files, and a button on the record sends it by hand.

Available

CRM and sales

Odoo

On odoo.com or your own server: opportunities and quotations go out for signature at the stage you choose. The signed PDF is posted to the record's chatter, and a signed quotation can become a sales order.

Available

Projects and work

monday.com

When an item's status reaches the label you choose, the document goes out to the email on the item, filled in from its columns. The signed PDF is added to the item in an update, and the status can move to Signed.

Available

IT and service desk

Freshdesk

When a ticket reaches the status you choose, the document goes to the requester, filled in from the ticket and its custom fields. A private note with the signed PDF lands on the ticket, which can be resolved.

Available

IT and service desk

Zendesk

When a ticket reaches the status you choose, the document goes to the requester, filled in from the ticket and its custom fields. The signed PDF is attached to a private comment, and the ticket can be solved.

Available

IT and service desk

ConnectWise PSA

For managed service providers: opportunities and service tickets go out for signature at the stage or status you choose. The signed PDF is attached to the record as a document with a note, and the stage or status moves on.

Available

IT and service desk

Autotask PSA

For managed service providers: tickets and opportunities go out for signature at the status or stage you choose, filled in from the record and its user-defined fields. The signed PDF is attached, and the ticket or opportunity moves on.

Available

CRM and sales

Dynamics 365 Sales

Opportunities and quotes go out for signature at the sales stage you choose, filled in from the record, its contact and account. A note carrying the signed PDF lands on the record, and the stage moves to Close.

Available

Projects and work

Airtable

When a record's status reaches the option you choose, the document goes to the email in the record, filled in from its fields. The signed PDF lands in the record's attachment field with a comment, and the status can move to Signed.

Available

IT and service desk

Freshservice

For IT teams: when a ticket reaches the status you choose, the document goes to the requester, filled in from the ticket and their department. A private note with the signed PDF lands on the ticket, which can be resolved.

Available

Automation and developers

Microsoft Power Automate

Build flows in Microsoft 365: send for signature from a SharePoint list, a form or a Teams approval, and file the signed PDF once it's done. Import bSign's connector into your own Power Automate today.

Get the connector →

Available

Automation and developers

Zapier

Connect bSign to thousands of apps: send a template when a deal closes or a form comes in, and pass the signed document on to the next step when it's completed.

Add bSign to Zapier →

Available

Projects and work

ClickUp

When a task reaches the status you choose, the document goes to the email in its custom field (or its assignee), filled in from the task's fields. The signed PDF is attached to the task with a comment, and the status can move on.

Available

Projects and work

Jira

When a work item reaches the status you choose, the document goes to the email in its fields, the reporter or the assignee, filled in from the work item. The signed PDF is attached with an internal comment, and the work item can move on in its workflow.

Available

CRM and sales

Freshsales

When a deal reaches the stage you choose, the document goes to the deal's contact, filled in from the deal, its account and custom fields. The signed PDF is attached to the deal with a note, and the deal can move on to Won.

Available

Projects and work

Asana

When a task reaches the section (or status) you choose, the document goes to the email in its fields or its assignee, filled in from the task. The signed PDF is attached with a comment, and the task can move on and be marked complete.

Available

Projects and work

Trello

When a card reaches the list you choose, the document goes to the email in its Custom Fields or its description, filled in from the card. The signed PDF is attached with a comment, and the card can move to another list with its due date marked complete.

Available

CRM and sales

Copper

When an opportunity reaches the stage you choose, the document goes to its primary contact (or its owner), filled in from the opportunity, its company and custom fields. The signed PDF is attached with a note, and the opportunity can move on and be marked won.

Available

CRM and sales

Close

When an opportunity reaches the status you choose, the document goes to its contact (or its owner), filled in from the opportunity, its lead and custom fields. The signed PDF goes on a note on the lead, and the opportunity can move to another status, such as won.

Available

CRM and sales

Insightly

When an opportunity reaches the pipeline stage you choose, the document goes to a linked contact (or the user responsible), filled in from the opportunity, its organisation and custom fields. The signed PDF is attached with a note, and the opportunity can move on and be marked won.

Available

CRM and sales

Capsule

When an opportunity reaches the milestone you choose, the document goes to its contact (or another person on it, or its owner), filled in from the opportunity, its organisation and custom fields. The signed PDF is attached to a note, and the opportunity can move to another milestone, such as won.