To help you close deals faster, Smart Docs users on the Professional and Enterprise plan can now upload and share quotes, proposals and contracts in PDF format and set up templates using Google Sheets and Google Slides.
Users can upload a PDF file directly from their device into Pipedrive, create a link to request a digital signature and set up tracking to get a notification when their doc has been opened.
But that’s not all that’s new. If you’re a Smart Docs user connected to Google Drive, you’ll be able to use Google Sheets and Google Slides to set up templates to use time and again, taking your document creation to the next level.
Previously, Smart Docs users had to be connected to Google or Microsoft drives and were only able to send clients a Google or Word doc.
With our latest update, you can upload PDFs straight into Pipedrive without having to connect to any third-party storage system.
That means you can generate a PDF in your favored tool, upload from your device and request a trackable eSignature, getting the most from Smart Docs without being limited by document type.
Once you share your document with your client, you can set up notifications to find out when they’ve opened the link so you can follow up with your customer at the right time. If you need to make changes to your document, you’ll be able to create new versions which will be clearly logged in Pipedrive.
We've added to the previously available Smart Doc features to give you more time to focus on what’s important: finding, nurturing and closing deals.
You no longer need to worry about the cumbersome task of copying and pasting data from spreadsheets into Pipedrive. Users connected to Google Drive can use their customized Google Sheets and Google Slides docs, set up templates and generate documents quickly.
You’ll also be able to:
Auto-populate templates and documents with Pipedrive data
Generate documents from Google Sheets and Google Slides to share with clients using a tracking link
Upload PDFs from your device or import from your drive
Request eSignatures to close deals
Microsoft OneDrive and Sharepoint users will continue to have the same functionality they have now, with the added ability to upload PDFs from their device or drive.
With Smart Docs, admin users can use permission settings to manage who can access specific templates, giving you added control over your important documents.
You can allow your whole team to create and import new templates and give colleagues access to all team-shared documents and templates in an easy-to-use centralized location
You can also remove the Pipedrive logo from documents (and any emails during the document signing process) to keep the focus on your business.
Smart Docs in available on the Professional and Enterprise plans. You can check out the Smart Docs feature page for more info.
If you’re new to our CRM, you can try Pipedrive Professional free for 14 days.
Start or continue the conversation with like-minded sales and marketing professionals on our Community.Join our Community
Grow your business with Pipedrive’s updated plans
Pipedrive can support your company’s growth every step of the way with our updated plans. Our four carefully curated plans give you the tools you need whether your business has just started or has gone international.
In Case you Missed It... Pipedrive Updates August 2021
Here are the key updates we made to Pipedrive last month: Users on all our plans can now add custom columns and filters to the Leads Inbox while advanced users and above can schedule emails.
Schedule Emails in Pipedrive and Keep Your Contacts Engaged
You can now schedule emails in Pipedrive so you can send the right message at the right time. Never miss an opportunity to engage your contacts with this new functionality.