CRM (Customer Relationship Management)
Evolved Metrics CRM works with PDFBetter through PDFBetter's Zapier app: use it to turn Evolved Metrics CRM records into contracts and proposals that get signed. Connect PDFBetter in Zapier with one click, add Evolved Metrics CRM to the same Zap, and map files and fields between the steps. Each PDFBetter step that runs counts as one agent & automation run on your PDFBetter plan.
Each PDFBetter step that runs counts as one agent & automation run; triggers and failed steps don't. See what each plan includes.
Put the record's ID or name in the signature request title when you send it, and use it to find the record when Document Fully Signed fires.
Yes. PDFBetter doesn't connect to Evolved Metrics CRM directly; Zapier runs the steps between them. If Evolved Metrics CRM is also on Make, PDFBetter's Make app works the same way.
No. It works on every PDFBetter plan, including Free. Each PDFBetter step that runs uses one of your plan's monthly agent & automation runs; Zapier counts its own tasks.
No. Evolved Metrics CRM is a separate product listed in Zapier's app directory. This page shows how to use it with PDFBetter's Zapier app.
