Coming soon: Smart Docs add-on 📝

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Manuel Oliveira
Manuel Oliveira Admin Posts: 1,071 COMMUNITY MANAGER
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edited July 2022 in What's New #1
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UPDATE: Available now!

Streamlining your document management affects more than just your documents. It works wonders for your entire sales cycle! Take for example one of our customers, Leyout, that reduced its document management tool costs by 58% just by using Smart Docs.

 

Now, for some best part: We’re happy to announce that Smart Docs, including eSignatures, will be available for Essential and Advanced plan users as an add-on, soon! 

 

In a nutshell, here’s what Smart Docs allows you to do: 

  • Centralize the entire documentation process
  • Send trackable quotes, proposals and contracts from within Pipedrive and get notified upon their opening by the customer
  • Remove the Pipedrive logo from any document
  • Provide easy, immediate access to all team-shared documents and templates
  • Close deals faster with eSignatures

 

💡 Sign up here and be the first to know when it’s out! 💡

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Comments

  • Ben Lindsay
    Ben Lindsay Member Posts: 4
    edited November 2021 #2
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    Will sending documents via SMS also be available at some point?

    This is a huge plus for us and it would make our workflow much clearer if we could keep everything inside of Pipedrive, and also reduce costs by $2,000 a year

  • Adam Cortez
    Adam Cortez Member Posts: 1
    edited November 2021 #3
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    Will proposals be able to accept payment through them?

  • Lucas MAGNE
    Lucas MAGNE Member Posts: 163
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    edited February 2022 #4
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    Hi,

    Do you have an idea when the add-on will be available for all the customers ?

    Thanks in advance

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,071 COMMUNITY MANAGER
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    edited January 2022 #5
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    Lucas MAGNE said:

    Hi,

    Do you have an idea when the add-on will be available for all the customers ?

    Thanks in advance

    Hi @Lucas MAGNE , we will have exciting news on this feature very soon, stay posted 😃

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,071 COMMUNITY MANAGER
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    edited January 2022 #6
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    Hi everyone, this feature is out now! Read all about it here.

  • Jorge Martínez Marbán
    Jorge Martínez Marbán Member Posts: 38
    5 Up Votes First Comment First Anniversary Photogenic
    edited February 2022 #7
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    I really love this feature. 

  • Paul Banks
    Paul Banks Member Posts: 2
    edited February 2022 #8
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    This is a great feature, however, I'd be reluctant to move from Docusign on the grounds of:

     

    1. There's no option for the end-signee to fill in any missing info.  We often send NDA's to new business partners, and I don't want to have to fill all that info in myself.  If, on the other hand, we could send it across, get them to fill that info in at their side, and have that information collated into our CRM should we need to do anything further with the info? Gold dust.
       
    2. There's no option to re-assign a signee.  So if I send to someone, and they then decide to delegate, or realise they don't have authority, I have to then wait for an email back, amend, and resent.  With Docusign, there's an option to re-assign.
       

    Quite honestly, (and I know there's a Docusign integration coming!) I would lose our Docusign account in order to do this with PipeDrive, IF you could make it more flexible like this!

     

    Thanks!

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