Sending several documents at once to the same client.

elmago
elmago Member Posts: 3 VERIFIED MEMBER
Photogenic
edited October 2024 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: 204 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!

  • ashleya
    ashleya Member Posts: 3 VERIFIED MEMBER
    Second Anniversary First Comment Photogenic
    #3

    Hello! We are trying to find a solution for sending multiple documents as well. Currently we have the Docusign Integration setup on our Pipedrive account. Do you know if it is possible to send multiple documents in a single envelope via the Pipedrive Integration?

  • Helio
    Helio Pipedrive Team Posts: 114 PIPEDRIVE TEAM
    Fourth Anniversary 100 Comments First Answer 5 Likes
    #4

    Hello @ashleya,

    I hope you are doing well today!

    This is currently a product limitation. I’ll make sure to pass this feedback along to my team internally. As my colleague Sophie mentioned earlier, 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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