Making Smart Docs actually SMART with signature placeholders in templates

Grant Greeff CA(SA)
Grant Greeff CA(SA) Member Posts: 2
5 Up Votes First Comment Photogenic

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.

Please add this?

9
9 votes

Active ยท Last Updated

Comments

  • Grant_62076
    Grant_62076 Member Posts: 4
    Photogenic First Comment First Anniversary

    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
    First Anniversary 5 Up Votes Name Dropper 5 Likes

    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: 3,089 PIPEDRIVE TEAM
    First Anniversary 5 Likes 5 LOLs First Answer

    @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 ๐Ÿ˜‡

  • Paul Minors
    Paul Minors Member Posts: 88
    First Anniversary 5 Up Votes Name Dropper 5 Likes

    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: 3,089 PIPEDRIVE TEAM
    First Anniversary 5 Likes 5 LOLs First Answer

    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
    First Anniversary 5 Up Votes Name Dropper 5 Likes

    Thanks for sharing @Mike van der Valk ๐Ÿ™