Smart Docs not just in the deal but also in contacts and organisations

Bernd Auer
Bernd Auer Member Posts: 362
100 Up Votes Third Anniversary 100 Comments 25 Likes

If you are creating a Smart Doc you can find it in the deal. But it is not assigned automatically to the contact person or the organisation like activities, mails etc. If you want to see all Smart Docs from one organisation you have to open each deal individually and search for it.

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  • Mathias Brask
    Mathias Brask Member Posts: 51
    10 Comments Photogenic 5 Likes Name Dropper

    Would be great ! We are using Pipedrive more and more and actually are doing contracts based on specific "products" that are added to pipedrive. But since the contracts are made to a deal, (and there is no association from a product to a deal" we are spending a lot of time, to find the organization, then the correct deal, and thereby see the contracts.

    So it could definitely fix a lot of clicking around, having the option of seeing the contracts on the organization level.