New: Easily Request eSignatures with PDFs and Google Sheets and Google Slides ✍️
What?
You can now upload and share quotes, proposals and contracts in PDF format and set up templates using Google Sheets and Google Slides.
For whom?
Smart Docs users on the Professional and Enterprise plan.
When?
Out now across all regions.
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Comments
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Great news - G sheets in Smart Docs will be very handy.
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Hi, does this mean we can now send a PDF for eSignature, and have initials on each page?
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This is huge for my team. Sheets compatibility in Smart Docs was our missing link. I'll be playing with it today!
Thanks PD!
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How do I import google sheet templates that I have made? When I go into the file they are in it does not show. Most likely doing something wrong but can not figure it out. TIA
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Rebecca Wallace said:
How do I import google sheet templates that I have made? When I go into the file they are in it does not show. Most likely doing something wrong but can not figure it out. TIA
Assuming you linked your drive to Smart Docs properly, and assuming you are creating the template in sheets first with the purpose of importing your template into smart docs, then this is how I did it:
Rather than manually locating the template, I suggest searching for the name of your template in the window that pops up after step # 3 in my first image. If you are unable to find the file still, I'd wager you should repeat setting up Smart Docs and making sure your note using two different drives.
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Gari Le Piquet said:
Hi, does this mean we can now send a PDF for eSignature, and have initials on each page?
I just tested. You can upload any PDF for esignature, but it is still only a basic digital signature that is tied to the document as a whole. It does not function like Docusign yet where you can place individual fields throughout a document.
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Rebecca Wallace said:
How do I import google sheet templates that I have made? When I go into the file they are in it does not show. Most likely doing something wrong but can not figure it out. TIA
Mine does not show like yours, I setup how it told me to 0 -
I'm struggling to try this out much like - Rebecca, I'm not getting the options to add slides or sheets ? we are currently trialling professional subscription so licensing cant be the issue ? Any guidance @Manuel Oliveira
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Daniel Barlow said:
I'm struggling to try this out much like - Rebecca, I'm not getting the options to add slides or sheets ? we are currently trialling professional subscription so licensing cant be the issue ? Any guidance @Manuel Oliveira
We are on the same plan so I am not sure what is going on.
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Rebecca Wallace said:
How do I import google sheet templates that I have made? When I go into the file they are in it does not show. Most likely doing something wrong but can not figure it out. TIA
I would reach out to the technical support chat inside the program. They have a great team and should be able to walk you through some troubleshooting.
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what is the cost of this add on?
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Hi! Great improvement!
However, is it possible to customize the standard Pipedrive e-mail in which is asked for the signature? Thanks a lot!
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