Making Smart Docs actually SMART with signature placeholders in templates

Andrea van Schalkwyk
Andrea van Schalkwyk Member Posts: 7 VERIFIED MEMBER
Second Anniversary Name Dropper 5 Up Votes First Comment
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 VERIFIED MEMBER
    Photogenic First Comment First Anniversary
    #2

    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: 92 VERIFIED MEMBER
    Fourth Anniversary 10 Comments 5 Up Votes Name Dropper
    #3

    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: 3,037 PIPEDRIVE TEAM
    2500 Comments Fifth Anniversary 100 Likes 5 Answers
    #4

    @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: 92 VERIFIED MEMBER
    Fourth Anniversary 10 Comments 5 Up Votes Name Dropper
    #5

    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: 3,037 PIPEDRIVE TEAM
    2500 Comments Fifth Anniversary 100 Likes 5 Answers
    #6

    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: 92 VERIFIED MEMBER
    Fourth Anniversary 10 Comments 5 Up Votes Name Dropper
    #7

    Thanks for sharing @Mike van der Valk 🙏

  • Available
    Available Member Posts: 4 VERIFIED MEMBER
    Name Dropper First Comment Photogenic
    #8

    I completely agree. Any news on when smart docs will be looked at @Mike van der Valk ? :-)

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