Smart Docs / eSignatures

New: Products + images is here! 📷️
Hi 👋 I’m a PM at Pipedrive working on the Products feature, and we’ve just started to roll out the new Product Images feature. What will you get with this release? You can now add images to products in your catalogue, so you can: see the image when searching for a product to add to a deal see the image in the list of…
Add a 'Fillable PDF' template type to Smart Docs
In our business—we are an insolvency and business restructuring accounting firm—we enter client data into many different government PDF forms for each client engagement and then send these pre-filled PDFs to clients for signing. It would be super-efficient if Pipedrive added to the Smart Docs functionality a template type…
Reverting to old UI/Requesting change to new UI
Hello, Today I have been swapped me to the new UI, and I am wanting to revert to the old UI. The specific reason that I want to revert is that I use the Documents tab to generate PDF files that use the customer data fields. When sending an email, I will often link these generated documents within the email as hyperlinks or…
Feature Request: Automated Sales Document Creation
Hello, I understand that it's a longshot, but I would like to request the following feature. This would personally save me several hours per month, and I am almost certain that others would also benefit. Feature: Automated Sales Document Creation Customers are often engaged in activities that have an educational purpose.…
Trigger an Automation When a Document Is Signed
We would love to be able to trigger a workflow automation with a signed Smart Doc. Signed document (trigger) ➡ workflow steps Examples of tasks we'd queue up for the team once we have a signed contract: * Notify rest of team * Notify accounting for invoice creation * Setup onboarding call * etc
Why footer items do not display when converted to PDF from google sheet
Any idea why my document in smart docs does not display the footer items when downloaded as a pdf or shared in pipedrive as a pdf? The document was created in google sheets.
Microsoft Excel Integration in Documents tab
We integrated our Microsoft OneDrive into the Pipedrive CRM to use MS Excel. However, when we are following the below path: Deal>>Documents>>Create New then we are not getting Excel/Spreadsheet & PPT option. Whereas, your video of SmartDoc shows that if we integrate Google Drive/ OneDrive then we can get all three options:…
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 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…
Dropbox and Dropbox Sign x PipeDrive
Hello Everyone, As a Pipedrive Partner and Dropbox Partner, it would be great o have a Dropbox Connector for storage (like Gdrive and Onedrive) and Dropbox Sign (like Docusign). I would be happy to share on this topic!
Smart docs in workflow automations
Hello, It is sad that you can't create a workflow like this: * Trigger * Smart doc is created * Email is created * Smart doc is attached to the email * Email with attachment is sent With this I could just move a deal from stage to stage and an email with an offer would be sent automatically. Super hot feature as it would…
E-signing field for individual signatures is unusable (IMPORTANT)
Has the user experience been tested here? .... Sorry, but at 61px you can hardly sign with your hand on a cloth screen. Please adjust it, it should be no effort..... This format will be perfect: Height 200 px when writing and typing can be left like before. Thank you for this important change.
Smart Docs - eSignatures - Field for signing too small
Hi, could you adjust how the field for signature is shown on mobile devices (smart phones and tablets)? Look below (taken on iPad) - it's way too small to make a signature comfortably with Apple Pencil, almost impossible to make it by a finger.
Smart Docs - Request signature features
I would like that when a signature request document was sent that the sender could be notified by email each time that the document is opened. I really like that about Better Proposals. The notification in Better proposals also tells what type of device was used to view. PC, Mac, iPad, iPhone, etc. It would be very…
Smart Docs Workflow Share as link
Rather than closing the dialog box after generating a link have an option that would begin the compose process of the email in pipedrive with the link in the email body. Addressed to the attached contact of the record. Maybe even allow for creating a standard default message just like what is available when requesting…
Product Description visibility in the add product section
Automatically pull in a product description from products in Pipedrive. or at least have the description available on this screen so we can copy over the base description and edit in the notes box. As a bespoke joinery/manufacturing business we frequently edit the base description of a product, it would be fantastic to be…
Smart Docs - Sign request Option
Currently it is not possible to send a document to fill out items (text fields) without requesting a signature which would be a useful function for sending clients a needs analysis form to complete.
Smart docs
We are currently using Better proposals for our agreements and better proposals allows us to present options for clients to choose from. Is that possible using the built in smart docs feature for a contract? A description of how that would be done using pipedrive smart docs would be helpful and appreciated. Thank you
Automatically created folders in Google Drive for organisation for uploaded files
If you are creating a document with the new document creation feature, it creates automatically a folder in Google Drive of the organization within the general Pipedrive folder and saves the file in this folder. If you upload a file it will be synced to the general Pipedrive folder without the creation of a organisation…
Fixed signing fields in Pipedrive eSignature, Smart Docs
Hi guys, i think it would be a great setting or feature in Pipedrive eSignature, that all the fields that are placed in a document, could be fixed. So when you open up a certain template, the signing field would be always on the correct position and you dont have to manually position it again yourself. Here is a small…
Why can't we download a document that has been signed unless all parties have signed it?
Our office manager wants to be able to download pdf copies of proposals even if not all parties have signed yet. Why is this not allowed?
Creating a nice looking document template with Smart Docs
Hi There, We are looking into the possibility to use Pipedrive for sending quotations but are running into a problem with designing them. The create a document template has very limited design features and we can't find a way to make it look how we want it to look. We just want a nice looking pdf document with custom…
Copy documents
Is there any way to copy the contents of a document and say create a fresh letter or quotation with a new date and reference number
Sharepoint and Smart Docs
Hello Pipedrivers, I have this issue for a client : They use Smart docs and then store the signed documents in their Sharepoint Problem is that the docs appear in Word format (It should be PDF) and not signed We tried changing Sharepoint parameters and moving the docs to another Sharepoint but the problem is still present…
Document title bug + title template idea
First a bug: When changing the name of a Onedrive document under "Document name" in the https://{companyname}.pipedrive.com/docbase/fields-browser/index.html window; you get an error when saving. To change the name properly, you need to also change the name of the document in the Word window. Next, an idea: Templates for…
Smart Doc/E-Signature to Trigger Automation
I'd like to be able to trigger an automation based on a completed e-signature in smart docs. Example: Proposal and Contract is sent to customer, the customer signs via Pipedrive e-signature. Pipedrive marks the document as completed... this should trigger automations such as mark deal as won or send a Slack notification to…
Empty pipe drive fields
Hello When I create a template from documents I am using pipe drive fields but I want empty space when I write nothing to them. On the other hand they seem like this when ı write nothing ''[organisation name (organisation name)]''. Do you know how can I solve this?
Is it possible to rename a smart doc template?
What I am finding is if I use a merge field such as the company name across multiple smart document templates that I have created then all templates appear to be the same document in the template chooser. This is inconvenient. Anyone else have this issue?
Product Description visibility in the add product section
[[Product description]] [[Import]] Automatically pull in a product description from products in Pipedrive. or at least have the description available on this screen so we can copy over the base description and edit in the notes box. As a bespoke joinery/manufacturing business we frequently edit the base description of a…
Signed contract should be a automation trigger
Hi! This post is right! https://community.pipedrive.com/discussion/11921/signed-contract-should-be-a-trigger-for-automations There are so many applications I would this trigger for. Hope it gets added soon! Best, Team Acady
Smart doc list View templates
Could you please add the list View in smart doc. The grid view with no preview makes no sense. Please take us on your way. Thanks for all the timesaving Features.

Smart Docs / eSignatures

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