A digitalisation leader since 2010, Scrive provides electronic signature and eID solutions to automate agreements-based business processes.

Shorten sales cycles, drive conversion and enhance customer experience by e-signing sales contracts and other documents directly from Upsales. Bridge the final gap to 100% paperless operations by fully digitalising the contract process, eliminating manual processes and follow-up tasks. Never worry about misplacing a contract or wondering if and when it will be returned with the customer's signature. Authenticate your signing parties with eID to ensure the right person is signing the document.

This article explains the process for connecting Scrive with Upsales, which includes steps by the account Administrator and steps by each user.
The Administrator must activate the app for your company's Upsales account and choose the default settings. These default settings apply to all users.
The Users must each also activate the app on their own profiles and connect their own calendars to Upsales.

Administrator steps

To activate Scrive 2.0:

1. Click on the Settings icon in the upper right corner of your Upsales view.
2. Select Apps.
3. Search for Scrive in the apps list and click Scrive 2.0.
4. In the Scrive 2.0 view, click Activate.

Scrive 2.0 is now activated and can be used by your team. Users will have to activate the app on their own profiles and connect their individual Scrive accounts before using the app.

User steps

Once your Administrator has activated the app, you can connect your Upsales account to your Scrive account:

1. Click on the Settings icon in the upper right corner of your Upsales view.
2. From the left-hand menu under My Profile, click Scrive 2.0.
3. In the app view, click Connect accounts to be redirected to Scrive.
4. Log into your Scrive account if necessary, and follow the on-screen steps to grant privileges. Once redirected back to Upsales, you should see the message "Connected with oAuth" to confirm your account is successfully connected to Scrive.
5. Click Save.

To disconnect your account from Scrive, return to this screen, click Delete next to the "Connected with oAuth" message, and click Save.

To use Scrive 2.0, create a new e-sign by clicking E-sign from the top menu, or start an e-sign from a sales opportunity by clicking Send E-sign at the bottom of the card.