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:
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.
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.
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.
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.
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.
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
No credit card required. 14-day trial.