Document E-Signature Templates (Feature Request)

TTK
TTK Member Posts: 1 VERIFIED MEMBER
edited February 6 in Ideas and Product Feedback #1

Currently you're able to create templates out of documents. However, you can't seem to make templates out of e-signing documents.

This would be hugely beneficial for things such as letters of engagement, as currently you have to make the document from the template and then set it up for signing manually.

Being able to one click prepare a document for signing from a template (Aka, saving all the signature locations etc) would be great. It is highly requested by my customers whom I help get into pipedrive.

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  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,204 COMMUNITY MANAGER
    5 Likes First Answer First Anniversary First Comment
    #2

    Hi @TTK thank you for the request, I have moved it to the Feedback category so that it reaches our product team.

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