Signer priority in Smart Docs/E-Signature

Katie Moore
Katie Moore Member Posts: 11
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Does anyone know if it is possible to set a "priority" to a specific signer when using Smart Docs?

In most cases, our contracts are to be signed by the client first then by a manager/supervisor. It would be great if instead of sending a request to all signees, we could determine who must sign first and then subsequent signatures.

If this is not possible within Smart Docs are there any integrations that could accomplish this?

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  • Edie Mew
    Edie Mew Member Posts: 161
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    edited July 2021 #2

    Hi @Katie Moore 

    If Smart Docs isnt the best solution for you, PandaDocs may be. 

    Within PandaDoc you can assign roles and signers and even set reminder emails/notifications to those who must sign by a deadline. PandaDoc integrates with Pipedrive and the documents are live so can be viewed with analytics at any time. 

    I hope this helps. 

  • Hossein Mohsenian_8278
    Hossein Mohsenian_8278 Member Posts: 78
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    edited January 2022 #3

    Very useful indeed!