Centralize the entire documentation process by sending trackable quotes, proposals and contracts from within Pipedrive. Get notified when they are opened by a customer and request eSignatures from your clients to close deals faster.
14-day Pipedrive CRM trial incl. Smart Docs Pro
Send quotes faster with less manual copy-pasting and fewer errors. Create document templates that automatically pull products from your catalog or information from any Pipedrive field.
Ever wish you could read your prospects’ minds? By sending trackable documents, you get notified whenever they’re opened. Follow up at the right time to lock in sales quickly.
Provide your team immediate access to vital documents and templates to ensure seamless collaboration.
*Available for Professional & Enterprise plan users free of charge. Essential and Advanced plan customers can purchase Smart Docs add-on.
eSignatures lets your customers sign documents electronically without printing files or downloading plugins. By removing the hurdle of getting that final physical signature from a customer, you can close deals faster.
*Available for Professional & Enterprise plan users free of charge. Essential and Advanced plan customers can purchase Smart Docs add-on.
Streamline deal closing by allowing your customer to open and sign your documents. Remove Pipedrive’s logo to promote your business’s identity and remove friction.
*Available for Professional & Enterprise plan users free of charge. Essential and Advanced plan customers can purchase Smart Docs add-on.
Connect your Google account with Pipedrive to seamlessly access and edit any Google Drive file
Connect your Microsoft account with Pipedrive to access files in your OneDrive or SharePoint cloud storage
Create quote tables that automatically populate deal-related product information in your documents
Share PDF documents via a special link that tracks document opening and supports digital signatures
Use all Smart Docs features from Google Sheets or Google Slides
Connect DocuSign with Pipedrive to create envelopes from within Pipedrive