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A SmartDocs improvement
Hi guys, I would like to vote for a SmartDocs improvement. This is my tip. What do you think? Now I can put the Product Table in my offer template in the current SmartDocs. But in that case all the products of all categories are in one table on one place in the offer. I would like to have the way that I can insert the…
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Docs & Products
Why is it not possible to display net prices or to define them for a product? B2B Sales! Why does Smartdocs not display the decimal places for even numbers? For example 10,00€ instead of 10€? Too smart for smart documents ;)?
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Better document/photo/files management.
I would love to be able to upload all of our project photos and documents and have them accessible via pipedrive. Currently we use the deal number that pipedrive creates as folder on google drive. If upload via pipedrive all the files just go into one folder and there's no way to sort through them other than through…
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Smart Docs not just in the deal but also in contacts and organisations
If you are creating a Smart Doc you can find it in the deal. But it is not assigned automatically to the contact person or the organisation like activities, mails etc. If you want to see all Smart Docs from one organisation you have to open each deal individually and search for it.
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Tax exclusive button in products
Does anybody know how soon the "Coming soon" will be for the activation of the Tax exclusive- Button? I hope really soon! Because without it the document creation looses it's value. At least on the German speaking market you have to show first the Tax exclusive- price (net), then the tax, and then the tax inclusive price…
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Box.com Support
Do you have any plans to integrate Box.com cloud storage as an option alongside Google Drive and Microsoft OneDrive? We use Box for all our company files.
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Smart Docs can't save signature/text/checkbox fields on documents?!
We'd love to be able to use Smart Docs in place of DocuSign but were surprised to find out that we can't save signature/text/checkbox fields on documents for future use. At the moment, this happens right before you send (after clicking "Request signatures"). Saving these fields is a standard feature in DocuSign and is…
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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…
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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:…
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How to automate sending an NDA for esignature
When an activity is added with "Send NDA" in the subject line, an NDA should be sent to the contact for eSignature. I can't find a way to create an automation, webhook or API call to work with documents. What am I missing? If anyone can direct me to a work around, I'd greatly appreciate it. Right now I go to the contact…
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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
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How do I email a document that was created in Pipedrive?
It seems like this is just 100% missing but I want to post here. I create proposals and renewal amendment using the Documents feature and templates. However, there seems to be no easy way to email the Document or Link once created. Am I missing something or is there a best practice for this? An example: I create a new…
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Link to the live version of a Google Docs file
When I add a Google Doc via Google Drive, it should add a link to the live version of the file
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Create a Purchase Order from a Deal that is closed Won
With the introduction of Projects, Pipedrive is becoming more than just a CRM which is awesome. One feature I would love to see added is the ability to create a Purchase Order once a deal is closed won. Create Deal Create Quote using Smartdocs pulling in the products Closed Won Create Purchase Order to the supplier using…
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e-Signature: Email CC Non-Signers and Save to Google Drive
Two requests for the new e-signature feature: * Ability to send a CC email to someone that is not signing the document once everyone has signed it * Automatically save the pdf document to Google Drive after it has been e-signed by all parties (just like it does with the other deal related documents created in Pipedrive).
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Live Google Docs document in Smart docs
Can we have live Google Docs, Google Sheets, and Google Sheets versions of smart docs? I have a situation where I want to send a client a working copy of a requirements-gathering document that we both actively fill out. Right now Smart Docs sends this document as a PDF, which is not what I am looking for. Am I missing…
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Smart Docs Custom email Message Templates
I am staring to build up a few Smart Docs for different stages of our sales and production process. It would be great to have a drop down with pre-set/custom emails for different type of documents to be signed off, maybe it could be tied in with the custom email section somehow.. For example: Quote acceptance Drawing for…
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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…
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Net and gross price in products
Hi everyone, Currently, you can only store the gross price and tax in products. At the end you also get the total tax, but that was all. We would like to use the products to create contracts or other documents directly. Therefore, the net value is also very important for us. (...and I hope we are not alone with this…
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Smartdocs File Naming
It would be great if templates could be given basic naming conventions to save manually renaming every file we create. Currently it gets: [customer name] [date] [time]. We would like to automatically name the file as: [template name] [customer name] or [template name] [job number] or (specified default value) [customer…
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Automated Document Naming via Data field usage
Dear Pipedrive Team, am already enjoying ur new feature = Documents and set up my first template... My suggestion after creating couple quotes would be to allow in template title to use data field tags like: [Deal Title (deal title)] + ... whatever else is needed to start of with unique document titles the moment they are…
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Smart docs - can I set today's date plus x days?
For an invoice I want smart docs to set the invoice due date to today's date plus 2 days. Is there a way to do that? Thank you.
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Missing images in Smart docs / Sales docs
Pipedrive in combination with the Google Suite/ Works link and in relation to Smart docs / Sales docs. I notice that when you create the document everything is neatly displayed, but when you have sent it you are missing the images in the document as well the image in the header. The image in the header is visible on the…
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Smart docs Addon
This is an appreciation post for the Smart Docs Addon in Pipedrive and I am guilty of sleeping on it forever. Just started digging into it and realize how powerful it is. There could be others like me, which brings me to my question: What are some challenges with Smart Docs that you are facing? If you're, why are you using…
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Smartdoc automation for Slack/teams/Asana
When we send a quote/proposal to a client through the PipeDrive Smartdoc feature, we should create an automation that connects with Slack/teams/Asana or other software when the client signs the quote or even create a follow-up activity. That way we'll be able to know and not miss any Signed documents. My team sends up to…
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Add "Email PDF" option to Share button for SmartDocs
Currently, emailing the smart doc to a prospect or customer involves more steps than it needs to. It would be nice if there were a "Email PDF" option when you click the green share button. This could open up the email tab (if creating a doc as part of a deal) and generate + attach the PDF to the email. This would speed…
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Tax Exclusive option
Hi, I'm a new user and wanted to use the PipeDrive Smart Doc feature, but it won't let me add the exclusive button, therefore I can't use the smart doc do to detailed quotes and invoices.
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Duplicate Document Templates
I use several different document templates that are similar, but with differences in specific areas. I have to re-create the template each time, even though it is fairly similar to the other templates. I think a simple "Duplicate Template" feature would be really helpful
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Making Smart Docs actually SMART with signature placeholders in templates
Smart Docs is ineffective because we have to add signature placeholders every. single. time. a proposal is sent to a prospect. See PandaDoc snipper below; both merge tags and signature placeholder possible when creating a template. Please add this?
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New Feature for Smartdocs | Prenstations
Dear pipedrive team, unfortunately, with Onedrive it is only possible to edit documents. The web version of Word is unfortunately very poor, so designs using images are very limited. Presentations and spreadsheets can be used as templates via GoogleDrive. Microsoft offers the possibility with PowerPoint, but unfortunately…