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Use Cases / Dropbox Sign (formerly HelloSign) Integrations with Coda.io
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Use Cases / Dropbox Sign (formerly HelloSign) Integrations with Coda.io

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Sales Operations Contract Management Template

Here is a quick example of integrating the Dropbox Sign (formerly HelloSign) document repository into Coda’s favorite CRM template. You use the base version of this template by typing /crm in any coda doc.

With this pack you can enrich any Coda sales CRM, including those built with other sales/CRM packs such as
Salesforce
⁠
,
Hubspot
⁠
, or
Copper
⁠
.
Whether your team operates only in Coda, cross doc, or cross platform, the Dropbox Sign (formerly HelloSign) pack allows you to enrich your pipeline with contract status and more.

These tables are also included as a Feature Doc in the pack so you can just grab and go!
Companies
0
Owner
Logo
Company name
Info
Status
Contract(s) Sent
Signing Status
Contacts
Email
Website
1
Joel Davis
Jira.png
Up & Arrow
Open
🌲 Active
Participant Release Form
incomplete
Plethora Signatoree
support@growth-mechanics.com
⁠
up-arrow.io
⁠
⁠
2
Lola Tseudonym
Salesforce.png
Cloud Co.
Open
🔭 Opportunity
Demo-Agency T&Cs
incomplete
Tota Agreeya
test@siliconrhino.io
⁠
cloud.co
⁠
⁠
3
Buck Dubois
co-create.png
Handshake
Open
🔥 Lead
Retainer for Services Agreement
Non Disclosure Agreement / Template
completeincomplete
Bessie Servicio
Werner Herzok
coda@growth-mechanics.com
demo@simplydelightful.co
hndshk.com
4
Joel Davis
image.png
Question Mark Ltd.
Open
🔭 Opportunity
Agency Work Agreement
complete
Rick Martinez
team@siliconrhino.io
​
There are no rows in this table
⁠

Just want the formula?

The critical formula of the above table is a lookup column with:
[Document Repository].Filter([Signee Emails].SignerName.Contains(thisRow.Contacts.Name ))
This means that whenever someone in your company pipeline has the same name as a Signee, it will pull the contract and status data into this table so you can see what documents that person has signed. You can “SignerName” to “SignerEmail” to avoid risks of people misspelling names. 😉


IDEA! Turn a table like this into a “Kanban”, or other project management view to tie signing status to CRM status. Or even automate CRM status updates based on when certain types of contracts are signed!

Want to take it even further? Then expand this collapsible section! 😉

Contract signed and want to automatically update the lead status as well?
How about sending the client a next steps email template?
Or sending the info product part their contract?
Perhaps you simply want to notify a team member, or add the deal flow data to another coda page or doc now that it’s ready to go?
You can use Coda features, formulas and packs to build strings of automations based on contract type, status and more.
Want help or advice? Contact us as
support@growth-mechanics.com
⁠
.

⁠



⁠

Contacts
0
⁠
Company status
0
⁠


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