eSignatures in Smart Docs - beta testers wanted [CLOSED]

Jess Stacey
Jess Stacey Posts: 26 PIPEDRIVE PRODUCT MANAGER
10 Comments Second Anniversary Name Dropper Photogenic
edited July 24 in Research and Beta Testing #1

We’ve been working on some improvements to our eSignatures solution in Smart Docs, and I’m looking for a few people to test out the new version this week.

The new feature has two main developments:

  • Sign inside the document - pick the specific location in the document where you want your customer's digital signature to appear
  • Fillable fields - enter fields in the document that your customer can use to fill in information (e.g. contact details, billing details etc.).

Testing will take place over video call on Wednesday-Friday this week. The call will be in English, and will typically last 30-45 minutes. 

If you would like to participate please book a slot using this link. 

To thank you for your time we'll give your company early access to the new features* and a 30 $/€/£ Amazon gift card ❤️

Looking forward to testing the new improvements with you! 

Jess

*to use eSigantures you must have the Professional or Enterprise plan, or the Smart Docs add-on

Comments

  • I believe this was turned on for me, but I do not have documentation how to apply the signature areas / indicate fillable fields.