Smart Docs can't save signature/text/checkbox fields on documents?!
Grant_62076 Posts: 4
edited January 30 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.