Hi There. I am starting to use the Documents feature for sending out proposals. I find it painful th

Tristan Lovell

Would be great if that link can be automatically included in the document for them to sign without having to do a separate process.

Does anyone have a work around for this? 

Mike van der Valk

Hi @Tristan Lovell 

Please check out this article here: https://support.pipedrive.com/hc/en-us/articles/360015389418-Sales-Documents-eSignatures-coming-soon-

It explains that you can actually add signers to a document and then send it all out in one go. Is this what you mean?

Neil Schneider_38553

I am unable to see the "Request Signatures" button and I believe I have followed the instructions properly. I am still on my trial but will upgrade soon. Thoughts Mike? Thank you.