Making Smart Docs actually SMART with signature placeholders in templates

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Grant Greeff CA(SA)
Grant Greeff CA(SA) Member Posts: 2
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edited June 2023 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 Member Posts: 4
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    #2
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    Amen- This is standard for all other signing platforms! Honestly couldn't believe that Pipedrive doesn't allow this.

  • Paul Minors
    Paul Minors Member Posts: 88
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    #3
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    I'd love to see this feature improved. @Mike van der Valk do you have any insight into this?

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,078 PIPEDRIVE TEAM
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    @Paul Minors thanks for the tag. I don't think it's in the short term roadmap but I'll ask our team to take a look at this request 😇

  • Paul Minors
    Paul Minors Member Posts: 88
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    #5
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    Thanks @Mike van der Valk, a lot of my clients have commented on this as well and it would be a big improvement.

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,078 PIPEDRIVE TEAM
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    Hi @Paul Minors I got back from the team that at the moment development on SmartDocs hasn't been prioritised unfortunately. They however said that they are a 100% aware of this requests and once we get back to SmartDocs improvements it's high up on the backlog of items.

    I understand this isn't directly what you were hoping for right now but I hope this information will still help you :)

  • Paul Minors
    Paul Minors Member Posts: 88
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    Thanks for sharing @Mike van der Valk 🙏

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