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E-Signaturesign.dropbox.com

Dropbox Sign + Pitchsite Integration

Collect binding e-signatures on proposals with Dropbox Sign

Dropbox Sign (formerly HelloSign) is a streamlined e-signature platform known for its clean interface and straightforward API. It's a popular choice for agencies that need legally binding signatures without the complexity of enterprise-grade solutions. Pair it with Pitchsite for smooth, professional proposal signing.

How to use Dropbox Sign + Pitchsite

A step-by-step look at how Dropbox Sign and Pitchsite work together.

1

Connect via Dropbox Sign API

Link your Dropbox Sign account to Pitchsite using your API key. Templates and team settings sync immediately.

2

Enable Dropbox Sign for proposal acceptance

In your Pitchsite proposal settings, switch the signing method to Dropbox Sign. Acceptance now triggers a Dropbox Sign signature request.

3

Customise the signing experience

Use Dropbox Sign templates to define where signatures and initials go on the exported proposal. Brand the signing page with your agency logo and colours.

4

Sync signed documents to Dropbox

Completed Dropbox Sign documents automatically save to your Dropbox folder — organised by client and proposal date.

5

Trigger Pitchsite actions on signature

Completed Dropbox Sign documents trigger Pitchsite deal close, CRM updates, and project creation — the full post-close workflow fires automatically.

Use cases

Real ways agencies use Dropbox Sign and Pitchsite together.

Simple, clean signing experience for clients

Dropbox Sign's signature flow is one of the cleanest in the industry. Clients sign in under a minute, on any device, without confusion. First impressions count.

Embedded signing in your own platform

For agencies with custom client portals, Dropbox Sign's embedded signing API lets you deliver a native signing experience without redirecting clients to a third-party page.

Automated document storage with Dropbox

Signed proposals live in your Dropbox folder automatically — no downloading, renaming, and re-uploading. Clean archive, zero effort.

Template-based contract management

Create reusable Dropbox Sign templates for your standard agency agreements. Pitchsite populates the variable fields (client name, scope, price) from the proposal — templates do the rest.

Key benefits

Why agencies connect Dropbox Sign to Pitchsite.

  • Clean, client-friendly e-signature experience via Dropbox Sign
  • Signed documents auto-save to Dropbox for organised archiving
  • Embedded signing API for custom portal integrations
  • Reusable templates populate from Pitchsite proposal data
  • Completed signatures trigger Pitchsite deal close workflows
  • Works with Dropbox Sign Essentials, Standard, and Premium plans
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Pitchsite

Dropbox Sign + Pitchsite

Collect binding e-signatures on proposals with Dropbox Sign

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Frequently asked questions

Is HelloSign now Dropbox Sign?

Yes. HelloSign was rebranded to Dropbox Sign in 2022 after Dropbox acquired the company. All functionality and integrations remain available under the new name.

Does the Dropbox Sign integration require a Dropbox storage account?

No. Dropbox Sign and Dropbox storage are separate products. You can use Dropbox Sign's e-signature without needing a Dropbox storage subscription, though they work well together.

Can I send signature requests to multiple signatories?

Yes. Dropbox Sign supports sequential and parallel signing workflows — multiple team members or client contacts can all sign the same proposal document in a defined order.

Are Dropbox Sign signatures legally binding?

Yes. Dropbox Sign signatures are legally binding under ESIGN (US), eIDAS (EU), and equivalent frameworks in most countries, with a full audit trail for each signed document.

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