Making Smart Docs actually SMART with signature placeholders in templates

Grant Greeff CA(SA)
Grant Greeff CA(SA) Posts: 1
Photogenic
in Ideas and Product Feedback #1

Smart Docs is ineffective because we have to add signature placeholders every. single. time. a proposal is sent to a prospect.

See PandaDoc snipper below; both merge tags and signature placeholder possible when creating a template.

Screenshot 2023-01-13 at 09.19.25.png

Please add this?

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  • Grant_62076
    Grant_62076 Posts: 3
    First Comment First Anniversary
    #2

    Amen- This is standard for all other signing platforms! Honestly couldn't believe that Pipedrive doesn't allow this.

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