If you’re trying to integrate QuicklySign with your CRM, here’s the short answer: you don’t need a developer or multiple software tools to do it. BaseCloud CRM natively integrates with QuicklySign, so you can generate custom documents, trigger signing requests, and store the signed PDF—all from one workspace.
Why QuicklySign CRM Integration Matters
QuicklySign is an e-signature platform for streamlining how you send, sign, and track documents. It supports mobile signing, sequential signatures, embedded workflows, and audit trails with timestamped actions. But most users still send documents manually.
This becomes a problem when teams:
- Manually upload contracts to QuicklySign
- Copy customer details from their CRM into documents
- Wait for emails to come back with attachments
- Then manually store those documents again
The process is error-prone and time-draining.
This is where BaseCloud CRM comes in. It integrates directly with QuicklySign so your team doesn’t touch multiple platforms to get a document signed and returned. Everything from document generation to signature tracking and storage is fully automated.
Let’s explore how it works and why it’s such a game-changer.
1. Automating Document Generation from CRM Fields
Most CRMs expect you to upload pre-written contracts. But business forms often require names, prices, dates, payment terms—and this data already exists in your CRM. So why retype it?
The Problem
If you’re downloading a Word or PDF template, filling it in manually, and uploading it to QuicklySign, you’re wasting time and risking errors. This gets worse with high volumes or recurring contracts.
The Better Way
BaseCloud CRM lets you auto-generate custom PDFs using your CRM’s customer data. Fields like name, ID number, plan details, and billing terms can be auto-filled into your document template.
This custom PDF is then pushed straight into QuicklySign for signature, with no manual steps needed.
This eliminates:
- Copy-paste errors
- Document version confusion
- Rework caused by missing info
Real Example
Let’s say a financial advisor needs to generate a debit order and a terms and conditions form. With BaseCloud CRM, once the advisor selects a customer and clicks “Generate Docs,” the CRM:
- Fills in both PDF templates automatically
- Uploads them to QuicklySign
- Sends a signing link to the client
All within 10 seconds. No back-and-forth emails. No missing signatures.
2. Triggering Sign Requests Automatically
Even with custom PDFs in place, manually uploading them and triggering a signing workflow in QuicklySign is still a task.
Old Way
Your team has to:
- Upload the document to QuicklySign
- Select the correct signer(s) manually
- Set signing sequence and permissions
- Wait for confirmation emails
- Repeat this multiple times a day
The BaseCloud Way
BaseCloud CRM triggers this entire workflow. The moment a PDF is generated, the correct contact (extracted from CRM contact data) is tagged as the signer. You set signing workflows once, and every future document uses the same rules.
You can:
- Automatically send docs the moment a deal reaches a specific stage
- Trigger signature requests when a quote is approved
- Include internal signers in the flow as needed
Signed documents push right back into the CRM record for view/download.
Can Your CRM Do This?
- Auto-generate PDFs from contact data?
- Auto-upload docs to QuicklySign?
- Auto-trigger signature request at certain deal stages?
- Auto-store signed document back in the contact record?
BaseCloud CRM does all four. Most CRMs do none.
3. Bi-Directional Sync: Signed Documents Stored Automatically
Getting a customer to sign is only half the job. You then have to track the signed form, download it, rename it, and re-attach it to the right CRM record so the team can see it. That’s where things often break.
Old Process
- Notification that document was signed
- Someone must download the PDF
- Find the correct client record in the CRM
- Upload the document
This can lead to:
- Documents getting lost
- Files misnamed or misfiled
- Wasted time when team members need to find files quickly
BaseCloud’s Fix
With BaseCloud CRM, signed documents are automatically synced back to the contact profile. There’s no need to even think about it. Your sales, accounts, and support teams can access the signed contract instantly.
They can view it, download it, or verify timestamp audits directly within the CRM—no switching tabs or chasing someone for files.
4. One Unified System vs Five Tool Chaos
Even small teams trying to stay lean end up using a jungle of software:
- MS Word or Google Docs for templates
- PDF filler tools like DocHub
- Cloud storage like Dropbox
- A CRM like HubSpot or Zoho
- QuicklySign
Every tool adds friction. Every manual upload risks an error.
With BaseCloud CRM + QuicklySign
Everything lives inside one platform. You:
- Create deals and contacts
- Auto-populate and generate documents
- Trigger signing flows
- Automatically receipt and store signed docs
You even get reporting around who signed what, when, which template was used, and where in the process the document lives.
5. Use Cases That Save Hours—Every Day
Let’s look at industries that benefit most from QuicklySign integrations inside their CRM:
Insurance Brokers
Generate FICA forms, debit mandates, and quote confirmations with client details pre-filled. BaseCloud then auto-sends for signature.
Financial Advisors
Customise investment disclosures, plan applications, or portfolio reviews. Use BaseCloud to generate client-facing documents straight from your opportunity pipeline.
HR Departments
Push letters of employment, interview forms, NDAs. Set BaseCloud to send onboarding paperwork automatically when a new hire is marked as hired.
Sales Teams
Generate quotes, contracts, and NDAs with data pulled from leads or deals. Trigger signature once deal reaches “Quote Sent” status.
Legal & Compliance Teams
Enforce consistent, secure, and trackable signing workflows without needing admin intervention.
In all these scenarios, BaseCloud CRM saves teams 1–2 hours a day by combining document automation and signature tracking.
6. Do You Need a QuicklySign Subscription?
Yes—but QuicklySign offers a 14-day free trial with unlimited document sending. After that, you’ll need to switch to a paid plan. The good news? You only pay for the sender. Signers never need an account or to pay anything.
Most clients opt for the Business plan starting at $19/month.
7. Comparison Table: Traditional vs BaseCloud CRM Integration
| Feature | Manual Setup (Traditional CRM + QuicklySign) | BaseCloud CRM Integration |
| Custom PDF creation | Word or Google Docs | Auto-generated from CRM fields |
| Upload to QuicklySign | Manual file transfer | Triggered within BaseCloud |
| Select contacts & permissions | Enter each person manually | Pulled from contact field |
| Notify signer | Via QuicklySign | Automated via CRM stage change |
| File signed PDFs | Manual download/upload | Auto-synced to CRM contact |
| Audit trail & status | QuicklySign, separate system | Shown inside CRM interface |
8. Mobile-Friendly and Built for Scale
QuicklySign supports mobile-friendly signing and bulk paperwork delivery. And the BaseCloud CRM interface works across desktop and mobile devices too. You can:
- Trigger signing on the go
- Monitor status updates
- Receive notifications when documents are signed
It’s flexible for remote teams, in-field reps, and hybrid offices.
This is especially powerful for sales teams working at events, roadshows, or in-person client meetings. Trigger signing workflows on the spot.
9. You Can Set It Up Yourself (No Dev Needed)
QuicklySign does offer an API, but you don’t need one here. There’s no need to script, build, or maintain it.
BaseCloud has native integration:
- Add your QuicklySign API key to BaseCloud’s system settings once
- Choose which templates to sync to your document library
- Map your PDF fields to BaseCloud fields
- Set triggers based on deal/contact status
Done. Your ops team can do it in under a day—with no developer.
10. Recap: Why This Integration Saves Time & Clicks
Let’s break down where the time savings come from:
With BaseCloud CRM:
- Custom documents auto-generate in seconds
- No manual uploading to QuicklySign
- Signers pulled from contact/deal details
- Signatures tracked to completion inside CRM
- Signed PDFs auto-stored, no inbox fishing
You set the process up once—and let it run without intervention for every customer thereafter.
Final Thoughts: One Platform, Full Workflow
Most businesses don’t realise the friction created by managing CRMs and signature systems separately. In theory, API integration solves it. In practice, it just adds complexity.
When you use BaseCloud CRM with QuicklySign, you eliminate the need for external software, developer support, and file-handling mess.
Integrate your CRM and signing flow once. Save your team hours. Scale signature processes easily. Never search for a lost contract again.
