Making Smart Docs actually SMART with signature placeholders in templates

Andrea van Schalkwyk

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?

Grant_62076

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

Paul Minors

I'd love to see this feature improved. @Mike van der Valk do you have any insight into this?

Mike van der Valk

@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

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

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

Thanks for sharing @Mike van der Valk 🙏

Available

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