Centralize the entire documentation process with Smart Docs. Send trackable quotes, proposals and contracts from within Pipedrive and get notified upon their opening by the customer. Remove the Pipedrive logo from any document. Provide easy, immediate access to all team-shared documents and templates. Close deals faster with eSignatures.
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 easy, immediate access to all team-shared documents and templates.
Track docs against deals in Pipedrive or storage drive* to evaluate their effectiveness and make improvements.
*Google Drive and Microsoft OneDrive.
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. eSignatures is available under our Reasonable Usage Policy*.
*Pipedrive will monitor the usage of eSignatures and if we notice that the service is used for reselling or abused in any other way, we reserve the right to prevent or stop any use of services that appears to be abusive or is unduly burdensome.
Streamline deal closing by allowing your customer to open and sign your documents. Remove the Pipedrive logo to promote your business authority and remove friction.