Smart Docs
Close deals faster with Pipedrive’s document management solution
Your business’s document management process to stay organized, searchable, secure and compliant with all laws.
Smart documents improve efficiency and collaboration while reducing costs. They make it easy to share documents, get signatures and collaborate.
Pipedrive’s Smart Docs feature centralizes the entire documentation process. Send trackable quotes, proposals and contracts to close deals faster.
Add Smart Docs from $32.50 per month.
Full access. No credit card required.
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Create documents up to 50% faster with Smart Docs
Smart Docs is a Pipedrive tool that streamlines and automates how sales teams create, send, manage and sign quotes, proposals and contracts. Put simply, it gets deals to the finish line faster.
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 Office/OneDrive)
Smart Docs features
Autofill docs with Pipedrive data
Send quotes faster with less manual copy-paste and fewer errors. Create document templates automatically.
Use the tools your team loves
Connect Pipedrive to Google Drive or OneDrive to create quotes. Upload PDFs to apply electronic signatures.
Strike while the deal is hot
Get notifications when prospects open trackable documents. Follow up at the right time to lock in sales.
Seal deals with eSignatures
Let customers access documents without printing or downloading them. Eliminate hurdles to close deals faster.
Improve team collaboration
Give your team immediate access to shared documents and templates – no need to learn a new tool.
Personalize your documents
Remove Pipedrive’s logo from your docs and streamline closing by adding recognizable branding.
Centralize document automation and management
Manually tracking sales docs in Word or dealing with constant edits on Google Drive can lead to errors, increasing the risks of wasted time and deals falling through the cracks.
Smart Docs allows you to automatically populate documents with deal-related information drawn from your CRM and your company’s integrated tech stack.
Create automated templates and organize your important sales docs within Pipedrive to get everyone on the same page and keep deals moving.
Learn more about Smart Docs.
Integrate with the tools you already use
It can be hard to keep information up-to-date and accurate when tracking deals across multiple platforms, from Google Docs and Sheets to Microsoft OneDrive.
Accessing all key data in one platform helps you stay organized and keep everyone informed of deal status.
Pipedrive’s Marketplace has over 500 integrations, including the document management tools you use daily, such as Google Drive and DocuSign, so you can get everything you need in one place.
Learn more about the Pipedrive Marketplace.
Create templates for all your document needs
Starting from scratch with each new sales document can be time-consuming, and manual data entry can introduce errors.
Templates help streamline document creation and sales workflows so you can produce quality work quickly.
Pipedrive’s free template library covers all your sales document needs, from invoices and sales orders to sales proposals, so you can draft with confidence.
Learn more and access Pipedrive’s free templates.
Keep your deals accurate and updated
Tracking and storing document data accurately is tricky, especially when projects move quickly and status changes constantly.
Effective deal management lets you autofill document data into CRM fields, log relevant information and coordinate sales activities from a central location.
Pipedrive customizes every part of the sales process, including documentation, to fit your sales cycle and deal workflow.
Learn more about Pipedrive’s deal management features.
Over 500+ integrations
Expand the capabilities of Pipedrive with hundreds of apps and integrations
How Smart Docs helped Redlist achieve a 200% increase in ARR
Cloud-based software development company Redlist spent hours writing proposals manually. It needed to automate this time-consuming process.
Redlist began using Pipedrive’s Smart Docs feature to set up templates to auto-populate documents, reducing proposal time to 15 minutes and quadrupling reps’ average daily activities. Annual recurring revenue (ARR) also grew by over 200%.
“With Smart Docs, I can just build the details we need and I don’t have to worry about my salespeople mistyping something.”
Smart Docs add-on FAQs
Used by over 100,000 companies in 179 countries
Smart Docs add-on
Add Smart Docs to your Pipedrive plan from $32.50 per month.