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.
14-day Pipedrive CRM trial incl. Smart Docs Pro
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 your team immediate access to vital documents and templates to ensure seamless collaboration.
*Available for Professional & Enterprise plan users free of charge. Essential and Advanced plan customers can purchase Smart Docs add-on.
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.
*Available for Professional & Enterprise plan users free of charge. Essential and Advanced plan customers can purchase Smart Docs add-on.
Streamline deal closing by allowing your customer to open and sign your documents. Remove Pipedrive’s logo to promote your business’s identity and remove friction.
*Available for Professional & Enterprise plan users free of charge. Essential and Advanced plan customers can purchase Smart Docs add-on.
With the press of one button, connect your Google account to access and edit Google Drive files seamlessly.
In the future, connect your Microsoft account to access files in your OneDrive cloud storage.
Create quote tables within your documents that will automatically pull in product information related to the deal.
Allowing users to share the PDF document with their customer with a public sharing link which tracks when the document has been opened and request digital signatures.
Use Google Sheets and Google Slides with all Smart Docs functionality