What's on the roadmap for eSignatures?

Stephen Dorling_4110

Hi Community,

We've been working on trying to automate our Quoting > eSignature > Invoicing process.  Most recently, we had tried to do the first two using PandaDoc but it doesn't allow for the Pricing/Product table from an opportunity to pull through in a way we'd like.  

We realised yesterday that Sales Documents now allows you to pull Product Category, Description and Variation into a table on a quote template (which I didn't think you could originally?).  We've not got a great template, that allows us to create a quote from a deal in a couple of clicks.

The next phase is to figure out the simplest way to send for eSignature.  Ideally, we want to do this from within Pipedrive as much as possible (and not to go into say, DocuSign, upload the quote each time and then send).  We have 4-5 fields that the signer needs to complete (Signature, Name, PO Reference, E-Mail address to send the invoice too and a Y/N checkbox asking if we can use the same PO for multiple years).

Because of this, the beta eSignatures capability doesn't work for us so keen to hear:

• What's on the roadmap for eSignatures and any approx timeframes (I know these can be a moving target)
• What are other fellow Pipedrive users using in the meantime and how you're doing it

Thanks!

Brad Krause_13404

There is this https://community.pipedrive.com/post/new-esignatures-available-in-professional-trial-accounts-60080a8fd06144f4368e08ae

Stephen Dorling_4110

Brad Krause said:

There is this https://community.pipedrive.com/post/new-esignatures-available-in-professional-trial-accounts-60080a8fd06144f4368e08ae

Thanks Brad, I did see this (and tested it) but it's too basic for what we're trying to do.

We really need recipients to fill out several fields each time, as well as signing.  I'm sure that'll come.

For now, we need to put something in place and have looked at PandaDoc and SimpleSign.  But wondering if there's anything out there that has an integration with Pipedrive to automatically file documents when signed to a deal record, or something like that.  

Mike van der Valk

Hi @Stephen Dorling I'll check internally if there's anything we can share at the moment  

Jess Stacey

Hi Stephen, I'm one of the product managers at Pipedrive working on the Sales Documents solution. Thanks for the valuable feedback, it's good to hear you're able to quickly produce quotes with your product information - our aim is to save you time! 
Regarding e-signatures, we're aware of the need for signers to be able to input information (via text fields or checkboxes for example) and it is in our longer term roadmap. I'm afraid I can't give you a timeframe for this, but every time we receive feedback on the topic it helps to strengthen the case for implementing it. 

All the best,

Jess

Ricky Thomas_44165

+1 for being able to fill in extra information.