Shorten sales cycles by e-signing contracts directly from Upsales.

This article covers:

• Requirements
• Connecting Scrive to Upsales
  • Administrator steps
  • User steps
• Using the Scrive app

Requirements

• Upsales account
• Subscription to Scrive eSign Online
• Subscription to Scrive app

Connecting Scrive to Upsales

Upsales administrators: Activate the app for your company's Upsales account and configure the default settings, which will apply to all users:

1. Click App Directory:
   
   
   
   
2. Search for Scrive in the apps list, and click Scrive 2.0
3. In the Scrive 2.0 view, click Activate
4. Users can now activate Scrive 2.0 on their own profiles and connect their individual Scrive accounts to start using the app

User steps

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

1. Login to your Scrive account
2. Click Settings → My Profile → Scrive 2.0 and Connect accounts:
   
   
   
   
3. This redirects you to Scrive. 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.
4. Click Save.

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

Using the Scrive app

See Scrive support articles on:

• E-sign your first document from Upsales 
• How to import Upsales data into Scrive contract templates