Plan: Free and above
The Close.com integration is available to all customers with a Free plan or higher. Integrating Pima with Close.com allows you to send documents from Close.com to new and existing prospects and customers and can be set up in just a few mniutes.
- Head over to your Close.com account’s settings and click on Integration Links.
- Pick a name for your link,
Share docs with Pimafor example.
- Pick a
- Add the following to the URL
You may now share documents and agreements directly from your Close.com account.
If you have questions or need support, please reach out to email@example.com.