Smart Docs - Request signature features

Pipedrive User 164
Pipedrive User 164 Member Posts: 171 VERIFIED MEMBER
First Anniversary 5 Up Votes First Comment 5 Likes
edited September 2023 in Ideas and Product Feedback #1
  1. I would like that when a signature request document was sent that the sender could be notified by email each time that the document is opened. I really like that about Better Proposals. The notification in Better proposals also tells what type of device was used to view. PC, Mac, iPad, iPhone, etc.
  2. It would be very convenient if the fillable fields, signature, text, etc. would stay in the template so that they did not need to be placed in every new document that was made from a template. this should also retain the settings such as if its a required field or not. It would be very tedious having to place those with every new document.

2 votes

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  • Bernd Auer
    Bernd Auer Member Posts: 348 VERIFIED MEMBER
    First Anniversary 5 Likes 5 Up Votes Name Dropper

    +1 for both. Especially for 2. In PandaDoc, the template looks like this:

    The way it is today you have to add the signature manually all the time to the same place.

    Annoying when it comes to checkboxes: