Hello, I would like to know if it is possible to send several documents at once to the same client. This would help streamline the process and save time. DocuSing has the envelope functionality but i dont know about Smart Docs Could you please let me know if this feature is available and, if so, how to use it?
We send our engagement agreement via PipeDrive (Templates), and in addition to sending it to the signer, we often we need to cc our main contact who is not a signer. I don't see a way to cc a non-signer. Am I overlooking something or is it not possible to do? Thank you!
Smart docs has a merge field tag called Deal owner phone number. There is no place for a pipedrive user to fill out their phone number in their pipedrive user profile and in order for this to work each user must contact pipedrive support to have a phone number added to their profile. Please make this a field in the…
Bonjour, Ce serait pertinent d'ajouter la fonction pour dupliquer des modèles de document. J'ai des conventions de formations différentes pour chaque formation, j'aurai gagner du temps si je pouvais dupliquer car là je dois toujours reprendre le doc originale puis ajouter les champs adresse client, stagiaires pour chaque…
60 days is sometimes not long enough for my clients workflow (using for Travel Waivers, not sales contracts) I would like to see a global setting for doc where you can specify the duration prior to doc expiration and/or turn of expiration.
Hi, I have been using the documents function in PD to have document templates that I can create with PD data inserted. Is it possible though to automatically create one of the documents when a deal goes to a particular stage. I looked at the automations options, but it doesn't seem to include the option for an action of…
Hello, we are using the esignature feature in Pipedrive. Can we export or filter for a list of all customers, that received a request to sign a document via the esignature feature?
Make sections in Smart docs dependant on custom fields or specific products in Pipedrive. This can highly automate quote/contract creation tailored to the deal, customer or what products you are quoting. ie. I have a deal that contains both an implementation and licenses in products = Show section for implementation + show…
Smart Docs is ineffective because we have to add signature placeholders every. single. time. a proposal is sent to a prospect. See PandaDoc snipper below; both merge tags and signature placeholder possible when creating a template. Please add this?
I've been using Pipedrive Documents for a few months. It feels like this product is a v1 that was a bit overengineered in dimensions that don't really matter and is missing a few key things and usability in dimensions that matter a great deal. I'm going to focus on the latter, and list my requests in descending order of…
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