Smart Docs

The sales industry has evolved. Have your documents?

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

Auto-fill docs with Pipedrive data

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.

Strike while the deal is hot

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.

Company-wide documents and templates sharing*

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.

Seal deals with eSignatures*

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.

Remove Pipedrive’s logo from your team's documents*

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.

More features

Google Drive integration

With the press of one button, connect your Google account to access and edit Google Drive files seamlessly.

Microsoft OneDrive integration

In the future, connect your Microsoft account to access files in your OneDrive cloud storage.

Products

Create quote tables within your documents that will automatically pull in product information related to the deal.

PDF support

Allowing users to share the PDF document with their customer with a public sharing link which tracks when the document has been opened and request digital signatures.

Google Sheets/Google Slides support

Use Google Sheets and Google Slides with all Smart Docs functionality

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