In smart docs is it possible to include fields for the receiver to fill, like form?
Pipedrive User 164
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Billing address
accounts receivable name, phone number, email.
Preferred billing frequency, etc?
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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!
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