Sending several documents at once to the same client.

elmago
elmago Member Posts: 3 VERIFIED MEMBER
Photogenic
edited October 9 in Ideas and Product Feedback #1

Hello,

I would like to know if it is possible to send several documents at once to the same client. This would help streamline the process and save time.

DocuSing has the envelope functionality but i dont know about Smart Docs

Could you please let me know if this feature is available and, if so, how to use it?

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  • Sophie
    Sophie Pipedrive Team Posts: 203 PIPEDRIVE TEAM
    Third Anniversary 100 Comments 5 Answers 5 Likes
    #2

    Hi @elmago,

    Unfortunately, this is a limitation at this time. You will have to send each document or esiganture request one by one via Smart Docs. However, I think this would be really great feedback for our team, I would be happy to pass it along internally! Additionally, feel free to share this in the Ideas and Product Feedback section of the Community as well so other users can upvote your suggestion!

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