Extracting information gathered in Smart Docs and adding to contact record

Ross Easterbrook
Ross Easterbrook Member Posts: 4 VERIFIED MEMBER
First Comment
in Sales CRM #1

Hopefully, someone has a solution for this:

When we send a contract for signature, we also include a text field where customers add their VAT/Tax number. Is there a way to extract this when the document is completed and add it to a custom field against the contact record?

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Answers

  • Irina Iglesias
    Irina Iglesias Pipedrive Team Posts: 52 PIPEDRIVE TEAM
    Fourth Anniversary 10 Comments Name Dropper Photogenic
    #2

    Hello, Ross,

    Since Smart Docs pulls data from Pipedrive into the document rather than the other way around, it isn’t possible to achieve this automatically. The only option would be to manually retrieve the information from the document once it’s completed and then add it to the custom field in the contact record.

    I’ll pass along this feedback to our team in the hope that it will spark a discussion of future improvements.

    Thank you.

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