Customer signature within documents

It would be fab if there were a section that could be added at the end of a document i.e contract, for the client to sign and send back. 

 

I appreciate there are integrations, but keeping it completely in house with Pipedrive would be greatly advantageous and improve the documents facility vastly. 

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  • Jake Nicholson
    Jake Nicholson Posts: 14
    edited August 2020 #2

    Agreed!

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited August 2020 #3

    Hi @Abi Sadler and @Jake Nicholson , thank you for your suggestion!

    We're actually running a beta test for a feature that will allow you to generate those documents within PIpedrive and have the receiver see and sign them remotely: Sales Documents (BETA)

    If you're interested in testing this early version and give us feedback on it, follow these instructions. 😉

     

    Speaking of which, here are some pro tips to stay on top of things:

  • Jake Nicholson
    Jake Nicholson Posts: 14
    edited August 2020 #4

    Hi Inês. Thanks for this. I think it's the signature part that we're asking for, which doesn't appear to be part of the beta test. I don't see a way for customers to digitally sign the documents we send. Please correct me if I'm wrong. 

  • Abi Sadler
    Abi Sadler Posts: 2
    edited August 2020 #5

    Agreed jake, it’s the option for a client to officially date and sign the document and return it to us. 

     

     

  • Diogo Correia
    Diogo Correia Posts: 1
    Pipedrive Employee
    edited February 24 #6

    Hi @Jake Nicholson and @Abi Sadler digital document signatures is currently in development and not yet available in the beta.

  • Springo Limited
    Springo Limited Posts: 13
    edited September 2020 #7

    Hi @Jake Nicholson and @Abi Sadler digital document signatures is currently in development and not yet available in the beta.

    @Diogo Correia  is there an update on this please - when the signature section will be ready? thanks

     

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited October 2020 #8

    Hi @Jake Nicholson and @Abi Sadler digital document signatures is currently in development and not yet available in the beta.

    Hi @Springo Limited !

    I'm afraid there's no timeline for this at the moment and we understand that this is something a lot of our users would like to have. Thank you for your understanding.

    Here’s how to stay on top of what’s coming down the line: