Smart docs Addon

This is an appreciation post for the Smart Docs Addon in Pipedrive and I am guilty of sleeping on it forever. Just started digging into it and realize how powerful it is.

There could be others like me, which brings me to my question:

What are some challenges with Smart Docs that you are facing?

If you're, why are you using other solutions like Pandadoc, BetterProposals, etc. over Smart Docs?


  • We need the Smart Docs feature to be able to save signature/text/check box fields for future use. It's unusable at this time without that feature.