PDFs, Google Sheets, & Google Slides in Smart Docs - Looking for BETA testers! CLOSED

Natasha Kupusovic
Natasha Kupusovic Posts: 121 VERIFIED MEMBER
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edited July 2022 in Sales CRM #1

BETA TESTING CLOSED - full release to Professional & Enterprise plans expected by end of September

Hey everyone! 

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! 

Natasha 

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Comments

  • Adham H
    Adham H Member Posts: 12 VERIFIED MEMBER
    10 Comments 5 Up Votes
    edited February 2022 #2

    Hello Natsha, 

    I would gladly test it & give you my feedback.

  • Natasha Kupusovic
    Natasha Kupusovic Posts: 121 VERIFIED MEMBER
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    edited August 2021 #3
    Adham H said:

    Hello Natsha, 

    I would gladly test it & give you my feedback.

    That's great! :) I've enabled the beta features in your account. Thank you!

  • Adham H
    Adham H Member Posts: 12 VERIFIED MEMBER
    10 Comments 5 Up Votes
    edited August 2021 #4
    Adham H said:

    Hello Natsha, 

    I would gladly test it & give you my feedback.

    Hi Natasha, 

    Just had a run at it, super cool. Some comments or remarks that might be useful are below. 

    1. Great Idea on the authentication after signature, might be useful to put other authentication methods like Authy or Google Auth. 
    2. For the signature, might be useful to add some font options + an option of an actual e-signature board like adobe + and maybe upload your signature and drag it.
    3. I don't know if the email template sent to the client can be editable, but that would also be interesting maybe through an integration with your BETA service Campaign.
  • Laura Day
    Laura Day Member Posts: 7 VERIFIED MEMBER
    5 Up Votes
    edited February 2022 #5

    Hi Natasha,

    I would be excited to test the new Google formats if that's possible?

    Many thanks,

    Laura

  • Natasha Kupusovic
    Natasha Kupusovic Posts: 121 VERIFIED MEMBER
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    edited August 2021 #6
    Laura Day said:

    Hi Natasha,

    I would be excited to test the new Google formats if that's possible?

    Many thanks,

    Laura

    Hi! I've enabled the new functionality for your company. Looking forward to your feedback. Thank you!! 

  • Laura Day
    Laura Day Member Posts: 7 VERIFIED MEMBER
    5 Up Votes
    edited August 2021 #7
    Laura Day said:

    Hi Natasha,

    I would be excited to test the new Google formats if that's possible?

    Many thanks,

    Laura

    Hi Natahsa,

    The Sheets and Slides work great, my only feedback is that especially when using Sheets it would be really useful to have the various product fields available separately rather than just in the table so I can incorporate in my own formulas.

    Thanks,

    Laura

  • Katie Haystead
    Katie Haystead Member Posts: 11 VERIFIED MEMBER
    10 Comments
    edited February 2022 #8

    We would be willing to test!

  • Mark_738
    Mark_738 Member Posts: 2 VERIFIED MEMBER
    edited February 2022 #9

    Would love to test 

  • Daniel Shand
    Daniel Shand Member Posts: 2 VERIFIED MEMBER
    edited February 2022 #10

    We are interested.  Thanks!

     

  • Natasha Kupusovic
    Natasha Kupusovic Posts: 121 VERIFIED MEMBER
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    edited August 2021 #11
    Daniel Shand said:

    We are interested.  Thanks!

     

    Hi Daniel! It should be now enabled for your account 😀 thank you! 

  • Natasha Kupusovic
    Natasha Kupusovic Posts: 121 VERIFIED MEMBER
    100 Comments 25 Likes Second Anniversary Name Dropper
    edited August 2021 #12
    Mark said:

    Would love to test 

    Hi Mark! Enabled for your account 😀 many thanks! 

  • Natasha Kupusovic
    Natasha Kupusovic Posts: 121 VERIFIED MEMBER
    100 Comments 25 Likes Second Anniversary Name Dropper
    edited August 2021 #13
    Katie Haystead said:

    We would be willing to test!

    Hi Katie! Should be enabled for your account! 😃 thank you! 

  • Natasha Kupusovic
    Natasha Kupusovic Posts: 121 VERIFIED MEMBER
    100 Comments 25 Likes Second Anniversary Name Dropper
    edited August 2021 #14
    Laura Day said:

    Hi Natasha,

    I would be excited to test the new Google formats if that's possible?

    Many thanks,

    Laura

    Hi Laura! Thank you for your valuable feedback. I've noted it in our backlog to explore further. 

  • Ted Youn
    Ted Youn Member Posts: 119 VERIFIED MEMBER
    Fourth Anniversary 10 Comments 5 Likes 5 Up Votes
    edited February 2022 #15

    I'm a little bit late, but I'm very interested. Please count me in.

  • Natasha Kupusovic
    Natasha Kupusovic Posts: 121 VERIFIED MEMBER
    100 Comments 25 Likes Second Anniversary Name Dropper
    edited August 2021 #16
    Ted Youn said:

    I'm a little bit late, but I'm very interested. Please count me in.

    Hey Ted! Enabled for your accounts 😊 Let me know if you have any feedback about the new functionality. Thank you! 

  • Hossein Mohsenian_8278
    Hossein Mohsenian_8278 Member Posts: 78 VERIFIED MEMBER
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    edited February 2022 #17

    Wow! This is a brilliant news. 

    Have asked Pipedrive a number of times on when Google Forms can be integrated with Pipedrive? @Admin Pipedrive @Admin Pipedrive @Pipedrive Admin @Pipedrive 

  • Natasha Kupusovic
    Natasha Kupusovic Posts: 121 VERIFIED MEMBER
    100 Comments 25 Likes Second Anniversary Name Dropper
    edited October 2021 #18
    Hossein Mohsenian said:

    Wow! This is a brilliant news. 

    Have asked Pipedrive a number of times on when Google Forms can be integrated with Pipedrive? @Admin Pipedrive @Admin Pipedrive @Pipedrive Admin @Pipedrive 

    Hi Hossein! Hope you're well! 

    We don't currently have Google Forms on our shorter term roadmap. I've added your feedback to our backlog for future exploration. 

    Could you tell me more about how you intend to use a Google Forms integration in Smart Docs? Is it mainly to collect information from your clients? 

  • MC
    MC Member Posts: 78 VERIFIED MEMBER
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    #19

    Hey @Natasha Kupusovic are there any plans to add this same ability to Smart Docs when connected to SharePoint? Currently only Word docs are possible when Pipedrive is connected to SharePoint, which was super disappointing for me — as our organisation must continue to use SharePoint (cannot switch to Google Drive for myriad reasons) and we create a LOT of spreadsheets (we're an accounting firm). The presentations and PDF output types would be great too! Thanks in advance for your help! ~MC

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