Overview of all customers that we have sent a esignature request via Pipedrive

turnsolar
turnsolar Member Posts: 2 NEW MEMBER
edited September 17 in Apps and Integrations #1

Hello,

we are using the esignature feature in Pipedrive.

Can we export or filter for a list of all customers, that received a request to sign a document via the esignature feature?

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Answers

  • Sophie
    Sophie Pipedrive Team Posts: 196 PIPEDRIVE TEAM
    100 Comments 5 Answers Second Anniversary 5 Likes
    #2

    Hi @turnsolar,

    Unfortunately, This is a limitation as Pipedrive does not have a field that holds esignature information and this option does not exist for filtering.

    However, as a workaround, you could create a custom field in your account and manually add data to highlight if the user has received a request to sign a document. Then, you could filter by this custom field in your account to isolate those contacts!

    Additionally, feel free to share this in the Ideas and Product Feedback section of the Community so other users can upvote your suggestion!

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