Dropbox Sign (formerly HelloSign) Pack Demo Doc!

Welcome to the Dropbox Sign (formerly HelloSign) Coda Pack!

What's In The Dropbox Sign (formerly HelloSign) Pack?

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

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

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

Companies

Owner

Logo

Company name

Info

Status

Contract(s) Sent

Signing Status

Contacts

Website

Up & Arrow

Open

🌲 Active

Participant Release Form

incomplete

Plethora Signatoree

support@growth-mechanics.com

⁠

up-arrow.io

⁠

Cloud Co.

Open

🔭 Opportunity

Demo-Agency T&Cs

incomplete

Tota Agreeya

test@siliconrhino.io

⁠

cloud.co

⁠

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

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

Contacts

⁠

Company status

Company status

⁠

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