New: Smart Docs for Teams + unbranded Sending and Signing 📂 ✍️

Inês Batata
Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
2500 Comments Second Anniversary 5 Likes First Answer
edited July 24 in What's New #1
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You may have noticed that...

  • The feature Sales Documents is now called Smart Docs.

 

What new things can I do?

  • Easily share Smart Docs templates in Pipedrive, with ‘edit’ or ‘use only’ permissions
  • Use Permission Sets to restrict regular users from adding their own templates
  • Use Sales Documents ‘company settings’ to choose a company-wide shared storage location for all documents and templates
  • Remove Pipedrive logo and ‘Try it free’ button on documents shared via public link
  • Remove Pipedrive logo from e-signatures emails sent to signers.
  • Learn all about it here.

 

For whom?

Professional and Enterprise plan.

 

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