CC on a document/template

JB04
JB04 Member Posts: 4 VERIFIED MEMBER
Photogenic First Comment
edited September 24 in Sales CRM #1

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

  • Asaf
    Asaf Member Posts: 11 VERIFIED MEMBER
    Name Dropper First Comment
    #2

    Do you send it as automation or 1 off email?

    Also, a "non-signer" is a contact in Pipedrive?

  • Tony Xavier
    Tony Xavier Pipedrive Team Posts: 156 PIPEDRIVE TEAM
    100 Comments 25 Likes 5 Answers Second Anniversary
    #3

    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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