I finally discovered what exactly is planned with the new Documents implementation and am very happy this is already much further along than I expected!
But since we have some specific tasks we would like to do with this feature, here's some early feedback:
- Too many manual steps, more automation! (i.e. an option to automatically make it a signable doc with the contact person and editor instead of manually adding that each time, automatically choose between different templates according to information from the deal so you don't have to manually choose the template each time, give an option to send... (More)