SmartDocs/eSignature : Need Direct Signature Link for Pipedrive SmartDocs without Email Notification
David Bellaïche
Member Posts: 29 VERIFIED MEMBER
I'm using Pipedrive as my CRM but sending quotes through PandaDoc for a critical reason: PandaDoc gives me a direct signature link I can embed in my own personalized emails.
I'd love to use Pipedrive SmartDocs for my quotes with eSignature, but I'm facing two issues:
- SmartDocs automatically sends signature requests via Pipedrive-generated emails
- I can't access a direct signature link to include in my own customized emails
This creates a real challenge because my prospects often feel overwhelmed when receiving unexpected signature requests from an unfamiliar platform like Pipedrive. Many don't recognize the sender and mark these important communications as spam!
Is it possible to enhance SmartDocs to provide signature links without automatic email notifications? This would allow me to craft personalized messages while keeping everything within Pipedrive.
Has anyone found a workaround for this?
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