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Signatures

Signatures / e-Signatures
Signatures / e-Signatures
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Signatures / e-Signatures
Stephen Dorling
Account Manager
Posted 3 days ago

What's on the roadmap for eSignatures?

Hi Community,

We've been working on trying to automate our Quoting > eSignature > Invoicing process. Most recently, we had tried to do the first two using PandaDoc but it doesn't allow for the Pricing/Product table from an opportunity to pull through in a way we'd like.

We realised yesterday that Sales Documents now allows you to pull Product Category, Description and Variation into a table on a quote template (which I didn't think you could originally?). We've not got a great template, that allows us to create a quote from a deal in a couple of clicks.

The next... (More)

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Sales processesGeneralWhat's new?Signatures / e-SignaturesSales DocumentsBusiness Development
Inês BatataCommunity Manager
Community Manager @ Pipedrive
Posted 3 days ago

New: eSignatures available in Professional trial accounts ✍️

https://pipedrive.hubs.vidyard.com/watch/msXXTeYAU1BLh3YXfFtHxC?

In addition to paying customers in the Professional and Enterprise plans, now eSignatures is available for accounts in trial with Professional plan selected and valid billing details entered.  So now you can play around with eSignatures before you decide that they really make the difference!
 

🧠 Learn all about eSignatures and Sales Documents:

🔔 Follow the What’s New topic to get notified about new release announcements.

Dina OsmanMike van der ValkShobhit Gaur

Liked by Dina Osman and 6 others

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Sales processesSignatures / e-SignaturesSales Documents
Tristan Lovell
Posted 12 days ago

Hi There. I am starting to use the Documents feature for sending out proposals. I find it painful that you need to send a separate request for signature.

Would be great if that link can be automatically included in the document for them to sign without having to do a separate process.

Does anyone have a work around for this? 

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Apps & IntegrationsFeedback & SuggestionsZapierAPISeeking adviceContactsWebhooksIntegration platformsSignatures / e-SignaturesHelpProblem solving / WorkaroundFile attachment
Nic
Posted 17 days ago

Picture format field, specifically for Signature

We have the requirement to pass the signature we capture on our website into our Pipedrive record created for a client. This is then used to mail merge a letter sent on the clients behalf + to verify the client. At present Pipedrive has no ability to accept a picture format (via Zapier). Is this in the pipeline? as we may need to look for another solution.....many thanks & great job on PipeDrive in general!

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Subtopics
Sales Documents
9 followers90 posts
Email Formatting
6 followers11 posts1 question