How to track required customer documents in deals?


Hello, my company is a private mortgage lender and we love using Pipedrive to manage our leads and sales process. Our issue is that once we loan is in process we typically have to use another tool to manage our pipeline. This is because I do not see any way to configure the deals in Pipedrive to serve our needs. For example, we would have deal stages that might be new application, processing, underwriting, and submitted to closing. However, we need to track the 10-20 various documents that need to be collected from borrowers (insurance, appraisal, ID and whatever other docs need to be collected, reviewed and tracked). Is there any possible way to incorporate this into Pipedrive's pipeline feature?


  • Leonardo Zimmermann
    Leonardo Zimmermann Pipedrive Team Posts: 100 PIPEDRIVE TEAM
    First Comment First Anniversary First Answer 5 Likes

    Hey, Anthony!

    I am wondering if our Smart Docs feature can help?

    Please take a look at this feature here, and if it doesn't fit your needs, please feel free to explain the reason for that so that we can collect your feedback and forward it internally.

    Thank you :)

  • Amit Sarda (

    @Anthony Palmiotto - You should check out Pandadoc. It's like another pipeline for your documents.