Smart Docs add-on

Close deals faster with Pipedrive’s document management solution

With Smart Docs, you can centralize the entire documentation process. Upload PDFs, remove the Pipedrive logo from your documents and share templates with your whole company. Send trackable quotes, proposals and contracts from within Pipedrive and get notified when they are opened by your prospect, so you know when to request eSignatures to close deals faster.

No credit card required. 14-day trial.

Speed up document creation by up to 50% with Smart Docs

Smart Docs is a Pipedrive toolset that streamlines and automates how sales teams create, send, manage and sign quotes, proposals and contracts, helping them to close deals faster. Starting at $39 per company per month (billed monthly), or $32.50 per company per month (billed annually) Smart Docs allows you to:

  • Autofill documents with Pipedrive data
  • Track open documents in real time
  • Sign documents electronically
  • Create templates and share them across the company
  • Remove the Pipedrive logo
  • Use the tools you love (Google Drive or Microsoft OneDrive)

Autofill 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.

Use the tools your team loves

Connect Pipedrive with Google Drive or OneDrive to create quotes in Google Docs, Google Sheets and Google Slides or MS Docs, or upload PDFs to apply electronic signatures.

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.

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.

Improve team collaboration

Spare your team the tedious process of learning how to use a new tool by providing them with easy, immediate access to all team-shared documents and templates.

Remove Pipedrive’s logo from documents

Streamline deal closing by allowing customers to open and sign your documents. Remove Pipedrive’s logo to remove friction and give your docs a professional look.

Smart Docs add-on

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. Use the tools your team loves, like Google Docs/Slides/Sheets or MS Docs, or upload PDFs. Set up company-wide template sharing, remove the Pipedrive logo.

Autofill documents with Pipedrive data

Integrate with Google Docs, Slides, Sheets or MS Docs

Track open documents in real time

Request eSignatures

Set up shared templates

Remove the Pipedrive logo

Coming soon: Integrate DocuSign

Autofill documents with Pipedrive data

Integrate with Google Docs, Slides, Sheets or MS Docs

Track open documents in real time

Request eSignatures

Set up shared templates

Remove the Pipedrive logo

Coming soon: Integrate DocuSign

Starting from

$32.50

per company per month, billed annually if added to an Essential or Advanced plan subscription
or $39 per company per month, billed monthly if added to an Essential or Advanced subscription

Smart Docs add-on is free with a Professional or Enterprise plan subscription

Try Pipedrive CRM with Smart Docs add-on

No credit card required. 14-day trial.