Can you check if an E-sign feature is on your roadmap? I know that you integrate with Pandadoc or Docusign, but we don’t need another expensive Doc manager, we just want a simple signing-feature for e-signing our quotes.
Hey Oliver
Great news — we’ve already rolled out Quote Management in Salesmate! This feature lets you create and send quotes, and even get them E-signed by your customers — making the whole process smooth and efficient
It’s available on the Pro plan and above, so if you’re on one of those plans, you can start using it right away
You can check here Quote Management
Let us know if you need any help getting started!
Hello Oliver,
Thank you for reaching out and sharing your request.
At Salesmate, we truly understand the importance of streamlining operations, reducing costs, and consolidating functionality within a single platform. We’re carefully curating our upcoming feature list with a clear focus on eliminating the need for third-party applications by bringing more capabilities under one roof.
The ability to electronically send and sign documents is indeed on our product roadmap. However, it has not yet been prioritized for current development, as we are awaiting further community interest and feedback to help us assess its urgency.
We would love to hear more from you and other members of our community! If they could share your support for this feature on our community portal, it would help us gauge how many users see this as a “Must Have” or “Should Have,” allowing us to consider it for faster implementation.
Thank you again for your valuable input, it plays a crucial role in shaping the future of Salesmate.