Signature Forwarding

Jason Martinez
Jason Martinez Member Posts: 2 VERIFIED MEMBER
First Comment
in Sales CRM #1

Is there a way or is there something in development that will allow a USER to send a request for signature document and that person forward to the actual signee? Example sending a contract to sign to an executive assistant to then forward to the CEO for signature while staying in the digital process in PipeDrive. This is the final piece to eliminate using Docusign and/or PandaDoc.

Answers

  • Leonardo Zimmermann
    Leonardo Zimmermann Pipedrive Team Posts: 158 PIPEDRIVE TEAM
    Third Anniversary 100 Comments 5 Answers 5 Likes
    #2

    Hey, @Jason Martinez!

    This is not possible at this time, but it does sound like an interesting idea and I do understand how this could be useful.

    I will forward this feedback internally, and I also encourage you to share it here so that the product team can consider it for future improvements.

    Thank you!

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