New: eSignatures in Sales Documents for Enterprise and Professional ✍️ 📄

Inês Batata
Inês Batata Posts: 2,027 VERIFIED MEMBER
2500 Comments Third Anniversary 25 Likes First Answer
edited July 2022 in What's New #1
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eSignatures in Sales Documents

 

We’ve added eSignatures to our Sales Docs feature so you can get documents signed using Pipedrive, without needing extra software or having to print and scan copies. 

eSignatures is currently in Beta and during that time you can enjoy the unlimited usage of it (exclusive for Pro and Enterprise plan users).

Read more about this launch:

🔎 Learn all about how eSignatures work with our Knowledge Base tutorials in your preferred language.

 

❓Have you tried out our eSignatures yet? Let us know what you think!

 

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Comments

  • Justus Lubahn
    Justus Lubahn Member Posts: 40 VERIFIED MEMBER
    10 Comments
    edited April 2021 #2

    One step closer to making Zapier and PandaDoc redundant. Can't wait!!

  • Charles-Antoine Périchon
    Charles-Antoine Périchon Member Posts: 13 VERIFIED MEMBER
    10 Comments
    edited December 2020 #3

    I wan't to try it ! ... but I don't see them in my version FR 

  • Dominique Hoogsteder_22412
    Dominique Hoogsteder_22412 Member Posts: 15 VERIFIED MEMBER
    edited December 2020 #4

    Hello Pipedrive!

    Can we also test this in the Sandbox-account?

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,063 PIPEDRIVE TEAM
    2500 Comments Fourth Anniversary 100 Likes 5 Answers
    edited February 2022 #5

    Hi @Charles-Antoine Périchon and @Dominique Hoogsteder 

    The feature is currently available on the Professional and Enterprise plan and not during trial or on a sandbox account. Charles, in case you are on these plans, please verify with our support team what's maybe going on. Dominique, please also reach out to support to see wether or not it can be activated.

  • Jörgen Sjöstrand_231
    Jörgen Sjöstrand_231 Member Posts: 81 VERIFIED MEMBER
    Fourth Anniversary 10 Comments Name Dropper 5 Likes
    edited February 2022 #6

    This is great! What we need now is the ability to send mail out directly from Documents, as well as auto-reminders to get them to sign.  With customizable emails that are attractive to the clients (not just clinical "sign her" ) 

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,063 PIPEDRIVE TEAM
    2500 Comments Fourth Anniversary 100 Likes 5 Answers
    edited December 2020 #7
    Jörgen Sjöstrand said:

    This is great! What we need now is the ability to send mail out directly from Documents, as well as auto-reminders to get them to sign.  With customizable emails that are attractive to the clients (not just clinical "sign her" ) 

    Thanks for sharing @Jörgen Sjöstrand 🚀

  • Charles-Antoine Périchon
    Charles-Antoine Périchon Member Posts: 13 VERIFIED MEMBER
    10 Comments
    edited December 2020 #8
    Mike van der Valk said:

    Hi @Charles-Antoine Périchon and @Dominique Hoogsteder 

    The feature is currently available on the Professional and Enterprise plan and not during trial or on a sandbox account. Charles, in case you are on these plans, please verify with our support team what's maybe going on. Dominique, please also reach out to support to see wether or not it can be activated.

    Yes I have now !

    Waouw !

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,063 PIPEDRIVE TEAM
    2500 Comments Fourth Anniversary 100 Likes 5 Answers
    edited December 2020 #9
    Mike van der Valk said:

    Hi @Charles-Antoine Périchon and @Dominique Hoogsteder 

    The feature is currently available on the Professional and Enterprise plan and not during trial or on a sandbox account. Charles, in case you are on these plans, please verify with our support team what's maybe going on. Dominique, please also reach out to support to see wether or not it can be activated.

    Great news @Charles-Antoine Périchon have fun!

  • Paul Downes
    Paul Downes Member Posts: 34 VERIFIED MEMBER
    10 Comments
    edited February 2022 #10

    Thanks for this Ines. 

    However, the companies that I work with will only accept e-signature if they appear as the person's handwritten signature. 

    Any idea when this would be a possibility?

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,063 PIPEDRIVE TEAM
    2500 Comments Fourth Anniversary 100 Likes 5 Answers
    edited December 2020 #11
    Paul Downes said:

    Thanks for this Ines. 

    However, the companies that I work with will only accept e-signature if they appear as the person's handwritten signature. 

    Any idea when this would be a possibility?

    Hi @Paul Downes unfortunately no plans for this at the moment, but we'll pass it on to the team!

  • Adam Janaway
    Adam Janaway Member Posts: 2 VERIFIED MEMBER
    Second Anniversary
    edited February 2022 #12

    Are there plans to expand the number of custom deal fields that are available to add into the documents? Great feature, but doesn't enable me to add fields I would need at the moment. 

    Thanks! 

    Adam 

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,063 PIPEDRIVE TEAM
    2500 Comments Fourth Anniversary 100 Likes 5 Answers
    edited December 2020 #13
    Adam Janaway said:

    Are there plans to expand the number of custom deal fields that are available to add into the documents? Great feature, but doesn't enable me to add fields I would need at the moment. 

    Thanks! 

    Adam 

    Hi @Adam Janaway I can't say for a 100% sure but I am a 100% sure that this feature will only keep on improving the coming periods. I'll pass on that suggestion to our team and I'm confident we'll improve it.

  • Sam Clarke
    Sam Clarke Member Posts: 9 VERIFIED MEMBER
    First Comment
    edited February 2022 #14

    Hi team,

    Great addition with eSignatures! Really looking forward to shifting away from other software to using this for our licensing agreements.

    There are two main drawbacks currently preventing us from rolling this out:

    1. No 'auto-reminders' for the contact to sign the document. These reminders have been critical for us to ensure that contracts get signed without needing to manually follow people up. We want to set it, and forget it!
    2. Our order forms have an area for our company and the contact to enter their name, the date, and their signature. Currently, Pipedrive just provides the option to generally sign the document (no 'sign here'). Both Adobe Sign & DocuSign allow us to do this and is important to making the contact feel as if they are signing a real document.
    • A bonus would be allowing for different signature fonts & drawn signatures.

    Thanks! Keep up the good work 😊

  • Jörgen Sjöstrand_231
    Jörgen Sjöstrand_231 Member Posts: 81 VERIFIED MEMBER
    Fourth Anniversary 10 Comments Name Dropper 5 Likes
    edited January 2021 #15
    Sam Clarke said:

    Hi team,

    Great addition with eSignatures! Really looking forward to shifting away from other software to using this for our licensing agreements.

    There are two main drawbacks currently preventing us from rolling this out:

    1. No 'auto-reminders' for the contact to sign the document. These reminders have been critical for us to ensure that contracts get signed without needing to manually follow people up. We want to set it, and forget it!
    2. Our order forms have an area for our company and the contact to enter their name, the date, and their signature. Currently, Pipedrive just provides the option to generally sign the document (no 'sign here'). Both Adobe Sign & DocuSign allow us to do this and is important to making the contact feel as if they are signing a real document.
    • A bonus would be allowing for different signature fonts & drawn signatures.

    Thanks! Keep up the good work 😊

    Nice feedback Sam, agree totally that auto-reminders are crucial and they must also be customizable to fit with your message, not just "Remember to sign".

    Would also be great to be able to send out the proposal directly from within Documents.

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,063 PIPEDRIVE TEAM
    2500 Comments Fourth Anniversary 100 Likes 5 Answers
    edited January 2021 #16
    Sam Clarke said:

    Hi team,

    Great addition with eSignatures! Really looking forward to shifting away from other software to using this for our licensing agreements.

    There are two main drawbacks currently preventing us from rolling this out:

    1. No 'auto-reminders' for the contact to sign the document. These reminders have been critical for us to ensure that contracts get signed without needing to manually follow people up. We want to set it, and forget it!
    2. Our order forms have an area for our company and the contact to enter their name, the date, and their signature. Currently, Pipedrive just provides the option to generally sign the document (no 'sign here'). Both Adobe Sign & DocuSign allow us to do this and is important to making the contact feel as if they are signing a real document.
    • A bonus would be allowing for different signature fonts & drawn signatures.

    Thanks! Keep up the good work 😊

    Thanks @Sam Clarke and @Jörgen Sjöstrand I'm passing it along!

This discussion has been closed.

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