Create a workflow to send a new Deal a Sales Document for eSignature.
Emmitte Posts: 1
edited July 2022 in Ideas and Product Feedback #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.
Inês Batata Admin Posts: 2,925edited 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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