Smart docs Addon

Amit Sarda (AmitSarda.xyz)
Amit Sarda (AmitSarda.xyz) Member Posts: 1,609 VERIFIED MEMBER
1000 Comments 250 Likes Fourth Anniversary 25 Answers
in Apps and Integrations #1

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?

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Comments

  • Grant_62076
    Grant_62076 Member Posts: 4 VERIFIED MEMBER
    Photogenic First Comment First Anniversary
    #2

    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.

  • Josh Buesking
    Josh Buesking Member Posts: 218 VERIFIED MEMBER
    Fourth Anniversary 100 Likes 100 Comments 5 Answers
    #3

    Smart Docs is great. I love it.

    Only thing I wish is that there was some sort of trigger via api when a document was created.

  • Pedro Manuel Gonçalves Franco
    Pedro Manuel Gonçalves Franco Pipedrive Team Posts: 96 PIPEDRIVE TEAM
    Fourth Anniversary 25 Likes 10 Comments First Answer
    #4

    Hey!

    Pedro, Engineering manager from Smart Docs team.

    @Grant_62076 are you referring to signature templates where you could configure once the fields and could apply to a given document?

    @Josh Buesking what actions would you need when a document is created?

  • Grant_62076
    Grant_62076 Member Posts: 4 VERIFIED MEMBER
    Photogenic First Comment First Anniversary
    #5

    Hi Pedro,

    That's exactly right. We need to be able to save signature/text/checkbox fields on documents for future use. At the moment, this happens right before you send (after clicking "Request signatures"). The problem is that for documents with a lot of fields, we have to manually add them every time we want to send a document which is both time-consuming and prone to error.

    This would be such a useful feature if we were able to use it to replace DocuSign but at the moment we can't due to the above issue.

    Thanks!

  • Jan Bons
    Jan Bons Member Posts: 27 VERIFIED MEMBER
    Third Anniversary 10 Comments Photogenic
    #6

    Hello,

    I would like to know if you can import products into the smart docs ad-on ?

    Thanks,

    Jan Bons

  • Pipedrive User 164
    Pipedrive User 164 Member Posts: 163 VERIFIED MEMBER
    100 Comments Second Anniversary 25 Up Votes 25 Likes
    #7

    I'm looking to use a smart doc as a survey / questionnaire for prospects. I see that drop down can be added to a document for selections to be made by the reader. However, is it possible for a text box to be added where the reader can write a sentence or two as well? Essentially I am looking to capture text writing from the reader in the document.

    I am also interested to know that if we used the feature that allows for an unformatted page and made the background dark (black) to the readers have an option to print a more printer friendly black and white version?

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