Smart Docs can't save signature/text/checkbox fields on documents?!

Grant_62076
Grant_62076 Member Posts: 4 VERIFIED MEMBER
Photogenic First Comment First Anniversary
edited June 2023 in Ideas and Product Feedback #1

We'd love to be able to use Smart Docs in place of DocuSign but were surprised to find out that we can't save signature/text/checkbox fields on documents for future use.

At the moment, this happens right before you send (after clicking "Request signatures"). Saving these fields is a standard feature in DocuSign and is absolutely critical.

It's great that we can use Pipedrive data fields to auto-fill forms but it's an incomplete feature without the ability to save signature/text/checkbox fields for future use.

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  • Brian Lofton
    Brian Lofton Member Posts: 1 VERIFIED MEMBER
    First Comment First Anniversary Photogenic
    #2

    agree... saving signature blocks in a template is basic and essential to make it user friendly

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