It seems like this is just 100% missing but I want to post here. I create proposals and renewal amendment using the Documents feature and templates. However, there seems to be no easy way to email the Document or Link once created.
Am I missing something or is there a best practice for this?
An example: I create a new Document, there is no "Email Document" option. Also, in the Email Editor there does not seem to be an "Insert Document Link" or "Attach Document" option.
What is the best way to email a document I create in Pipedrive?
We're excited to let you know that we are soon starting the BETA rollout of the the DocuSign integration, which has been highly requested!
How to be part of the BETA?
Comment below and we'll enable it for the company linked to your registered email address when we go to BETA. We will reply to your comment when it's enabled.
Once enabled, you can install the DocuSign app via settings. See screencast below.
Please note that you cannot install the DocuSign app in the marketplace. The app is unlisted and accessible only when the feature is enabled for you.
Leave feedback below to help us improve 😀
What can you do with the DocuSign integration?
Create an envelope for documents created in Smart Docs or uploaded from your device.
Add and set order of recipients.
Customize the email sent with the envelope.
Add DocuSign fields to your document.
Get status updates for recipients and the envelope directly in the deal view!
We look forward to your participation during this BETA phase. We expect to roll out this integration to all customers by end of the year.
Update (December 26th): Thanks everyone for the interest in the BETA testing phase! We have closed BETA invites at this time. We will send an email once we've enabled the integration for you. Looking forward to your feedback!