shinishini
shini
Sep 26, 2023

Q: Hi!

stageset looks interesting – just a couple of questions before jumping on the deal:

» eSignature
a) Will eSignature feature be eIDAS and GDPR compliant?
b) Will there be a feature to forward the signature (e.g. if client wants to have the proposal signed from another person)

» Pipedrive integration
a) How will the integration work on pricing tables/proposals? Are products from PD pushed into stageset to "auto-create" template based proposals Or will products set up in stageset be pushed into PD?
b) Will signed docs be pushed as PDF to PD files?

Thanks! :-)

Founder Team
Philippe_Stageset

Philippe_Stageset

May 14, 2024

A: Hi Shini, thanks for your questions

eSignature
a) Our eSignature tool will be basic compared to specialized offerings and at least to start we won't be eIDAS certified (Mostly because of time constraints). Everything in your dealroom is stored encrypted according to GDPR regulation and we won't have access to your signed documents. We will track whether you use the eSignature feature for development purposes.
b) In the beginning, you as a seller will have to change the assigned signatory.

Pipedrive - Sorry to disappoint, but our first version won't be integrated with Pipedrive

If a powerful eSignature tool is important to you, I suggest that you use a third party application like Pandadoc and embed it in Stageset. We will continuosly improve our eSignature offering, but this takes time.

I hope this helps and am open for further questions
Best, Philippe

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Thanks, Philippe :-) Just to clarify: On both Appsumo page and your website there is some hint on a Pipedrive integration. What are the plans on this integration? Is it already live or on the roadmap. What features will the integration offer? Thanks again!

Hi Shini,
our current Pipedrive integration let's you create a deal in Stageset from your Pipedrive deals and then syncs client information and deal room activity to Pipedrive. If you have an interesting integartion use case, I'd be happy to see it on our roadmap: https://stageset.sleekplan.app/
Best, Philippe