We’ve improved eSignatures in Smart Docs! This means you now have more signature-capturing options and can better align with your business’s requirements.
These improvements will help Smart Docs users create documents with signatures where they need them and save time on capturing useful information from signatories.
With Smart Docs, you can centralize the entire documentation process by sending trackable quotes, proposals and contracts from within Pipedrive. Get notified when customers open documents and request eSignatures from your clients to close deals faster. Users with access to Smart Docs can find it in the Documents tab of deal, organization and person views.
Here are the key changes we’ve made to the functionality of eSignatures:
You can now order a document’s signatories based on importance, relevance or other criteria
You can add signature fields anywhere within your document rather than at the end of the document
Signatories can enter their signature in the signature field as either text or a drawing
There are four new signature fields: signature, initials, checkbox and text input
You can also configure your Signature fields by setting them as “required”. Signatures is a mandatory field, meaning you can’t change it to “not required”. You can, however, change any of the other three fields. Note that Initials is set as “required” by default, whereas the other two as “not required”.
You can also configure the below text inputs:
To configure your inputs, refer to our intuitive edit interface, which allows you to adjust and configure different fields for any of your signatories and documents.
These function updates will help you to…
Save time with input fields. Spare the back-and-forth by capturing vital information such as a signatory’s bank details in advance.
Aggregate crucial information. Collect important business information – like tax numbers and business IDs – from your contracts and invoices.
Capture all the information you need. Make sure your signatories provide you with all information you need with the required fields option.
Customize your documents to your needs. Make changes to your documents based on your business and legal needs. For example, add an initials field to each page of your document or signatures to specific sections.
Provide signatories with a simpler user experience. The new fields give clearer instructions to signatories and even allow them to choose their signing method (drawing or typing).
Learn more about the Smart Docs feature or add-on.
Smart Docs is available to Professional and Enterprise users. Essential and Advanced users can add Smart Docs to their plan or try it free for 14 days.
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