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

Inês Batata
Inês Batata Posts: 2,077 PIPEDRIVE TEAM
5 Likes First Anniversary First Answer Name Dropper
edited July 2022 in What's New #1

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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