Will this replace our CRM?

No. Your CRM stays the source of truth. Duodeal owns the proposal layer and feeds clean engagement and signature data back into the CRM automatically.

What does the integration architecture look like?

Native two-way sync with Salesforce, HubSpot, Pipedrive. REST API with token authentication covering every entity. Webhooks for real-time event handling. No custom middleware required for standard setups.

What about data residency and compliance?

Duodeal is hosted in the EU, GDPR-compliant by design, and built by a French SAS. Standard data residency in Europe; SCC clauses for any third-party processing.

(PB)

Four tools, none of them talking.

Doc builder, e-sign, tracker, CRM

Stop stitching tools.
Start trusting the data.

Data you can't trust

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Duodeal proposal stats, opens, unique visitors, time spent per section

A doc builder here, an e-sign tool there

A tracker bolted on, and a CRM that never quite matches reality. Every handoff is a place data breaks and time leaks. The real cost isn't the four subscription bills. It's the fact that the data your business runs on stops being trustworthy. Forecasts built on guesswork. Reps entering deal status manually after the fact. The system that's supposed to make selling legible has the opposite effect.

(GO)

Features you'll actually use.

CRM integrations

Real-time engagement data,
one end-to-end workflow.

REST API

Get started

CRM integrations

Salesforce, HubSpot, Pipedrive. Two-way sync, real-time updates.

REST API

Token-authenticated API covering every entity. Build custom integrations cleanly.

Real-time engagement data

Opens, time, sections, deal scores. Captured automatically.

Single workflow, end to end

Replaces 3-4 separate tools. Fewer integrations to maintain.

(CB)

A day with Duodeal.

Accurate forecasting

CRM · Sign · Pay · Track,
finally in one place.

Engagement signals in the CRM

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Synced

FORECAST

Pipeline forecast

✓CRM updatedon sign

↻

Synced to CRM

auto

Real-time

Real engagement — opens, time, revisits — flows in automatically.

DEAL · CRM

Engagement → CRMlive

Deal score · +12

▲

+12 score

live

Consolidated

Three subscriptions cancelled. One workflow, end to end.

TOOL STACK

Doc builderremoved

E-sign appremoved

Trackerremoved

✓

One workflow

end to end

(AX)

Less stack. More signal.

Fewer tools to maintain

Consolidate the stack
without losing a signal.

Clean, connected data

Get started

One tool, end to end

Drafting, pricing, sending, tracking, and e-signature in a single workflow.

Fits your stack

Connects with Salesforce, HubSpot, Pipedrive and more.

Data you can trust

Real engagement signals captured automatically and cleanly.

COMMON QUESTIONS

Questions RevOps asks.

Will this replace our CRM?: No. Your CRM stays the source of truth. Duodeal owns the proposal layer and feeds clean engagement and signature data back into the CRM automatically.
What does the integration architecture look like?: Native two-way sync with Salesforce, HubSpot, Pipedrive. REST API with token authentication covering every entity. Webhooks for real-time event handling. No custom middleware required for standard setups.
What about data residency and compliance?: Duodeal is hosted in the EU, GDPR-compliant by design, and built by a French SAS. Standard data residency in Europe; SCC clauses for any third-party processing.