In smart docs is it possible to include fields for the receiver to fill, like form?

Pipedrive User 164
Pipedrive User 164 Member Posts: 171
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edited June 2023 in Sales CRM #1

Billing address

accounts receivable name, phone number, email.

Preferred billing frequency, etc?

Answers

  • Andreia Costa
    Andreia Costa Pipedrive Team Posts: 133 PIPEDRIVE TEAM
    First Anniversary First Comment First Answer 5 Likes

    Hi @Brad Krause

    At the moment, it's not yet possible to use Smart Docs to have users input information. Smart Docs can use fields to populate information but it does not have an interactive section for the receivers to use. If, for some reason, you already have that information, I would then suggest using a custom field to populate it.

    It's super valid feedback that I'll pass internally to our Product Developers, so thank you for that!