Smartdoc is not so smart- any help or solutions ?

Markree Member Posts: 6
First Comment First Anniversary
edited July 2023 in Sales CRM #1


We are using smart docs really successfully for over one and a half years for both contract and daily ops sheets within our business. Its become an integral part of our daily work practice. About a month ago it stopped working correctly and now when creating documents the custom field are not being copied over to the documents. We now need to copy paste each custom field into each document ( about 60 custom fields) and its very time consuming. Pipedrive support is "working" on a solution but 4 weeks on no solution has been offered.

We cant be the only ones - has anyone else had the same problem? or found a solution.


  • Andreia Costa
    Andreia Costa Pipedrive Team Posts: 156 PIPEDRIVE TEAM
    First Anniversary First Comment First Answer 5 Likes

    Hello @Markree

    Hope you are doing well! Sorry to hear about your ongoing issue with Smart Docs. I can see that this is currently in progress and the engineering team is working on this one - apologies for the delay in getting a resolution!

    I'll be checking this one internally to see if we can expedite the investigation and as soon as we have feedback, we will reach out to you via your case with us.

    Thank you for your patience with this one.

    Many thanks,

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