Smart Docs - customise the signature request?

Tom Chapman
Tom Chapman Posts: 20
Photogenic First Anniversary

We would love to see the ability to customise the message the recipient sees when we send signature requests.

What do you recokon?

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Comments

  • Pedro Manuel Gonçalves Franco
    Pedro Manuel Gonçalves Franco Moderator Posts: 38 PIPEDRIVE TEAM
    Second Anniversary 10 Comments 5 Likes Name Dropper
    edited February 25 #2

    Hi Tom,

    What parts of the signature email would you like to customise?

  • Tom Chapman
    Tom Chapman Posts: 20
    Photogenic First Anniversary
    edited June 2021 #3

    Hi Tom,

    What parts of the signature email would you like to customise?

    Hi @Pedro Manuel Gonçalves Franco 

    At the moment our clients don't really understand what they are signing for, so we would look at being able to customise our own  acceptance statement, so for example  

    "{Client Name} accepts the terms and conditions of {Quote Number} dated {Date of Quote}, regarding {Project Name}."

    It would also be advantageous to be able to have this custom branded.

  • Andy Melville
    Andy Melville Posts: 1
    edited January 10 #4

    I havent signed up for smart docs yet but will be looking to shortly, So from what i understand from some of the questions it doesnt currently have individual company logos that can be added and the e signature is a generic message from pipe drive and not from the supplying company, is this correct?