Upsales is a CRM tool that helps B2B companies find new leads, win more deals and create more sales with existing customers. SimpleSign's integration with Upsales gives you access to create documents directly from your Upsales account. The information is automatically sent to SimpleSign's document editor so you can create custom templates that fill in information based on your business.

1. Log in to your Upsales account

2. Go to profile in the right corner and select "Apps"

3. Search for SimpleSign and activate