Smart Docs

The sales industry has evolved. Have your docs?

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.

Free, easy to set up, no credit card required

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 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.

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. 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.

Remove Pipedrive logo from your team's documents

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.

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.

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