Create a workflow to send a new Deal a Sales Document for eSignature.

Emmitte Posts: 1

I think that when a new deal is created that using a Sales Document Template workflow sent for eSignature would be a killer feature.  Additionally, many of the eSign vendors are very expensive.  This feature would cement current PD customers and probably drive incremental new customers/revenue into your company.  If you are already on this path i would like to know.

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  • Inês Batata
    Inês Batata Admin Posts: 2,925
    2500 Comments Third Anniversary 5 Likes First Answer
    edited December 2020 #2

    Thank you for your pertinent feedback @Emmitte , I agree it makes a lot of sense. I've made sure it treaches our team so they can take it into account in future developments. 

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