PDFs, Google Sheets, & Google Slides in Smart Docs - Looking for BETA testers! CLOSED
BETA TESTING CLOSED - full release to Professional & Enterprise plans expected by end of September
We've been making some big improvements in the Smart Docs feature, making it easier to share your ideal documents.
So, what’s new?
- You no longer need a Google Drive or Microsoft OneDrive/SharePoint connection to use Smart Docs. Simply upload a PDF from your device and use it to request eSignatures and share with a tracking link!
- Already connected with Google or Microsoft? Great! Upload a PDF from your cloud storage and use it to request eSignatures and share with your clients with a tracking link!
- If you’re a Google Drive user - Smart Docs now works with Google Sheets and Google Slides! Choose your preferred file type to create templates and documents for all of your quotes, proposals, and contracts!
Right now we're looking for keen beta testers to try out the new functionality and provide us with feedback. Please leave a comment in this post to be included IF you have a Pipedrive Professional or Enterprise plan.
Looking forward to sharing this with you!