CC on a document/template
We send our engagement agreement via PipeDrive (Templates), and in addition to sending it to the signer, we often we need to cc our main contact who is not a signer. I don't see a way to cc a non-signer. Am I overlooking something or is it not possible to do? Thank you!
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Answers
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Hello @JB04,
To add to what Asaf has mentioned, I assume you are using Smarts and the E-Signature feature. With this feature, we currently would need to list all recipients as a signer and it would not be possible to CC contacts within Pipedrive.
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