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Signature and Initials Fields in Templates for SmartDocs
Following a chat with the support team it appears not yet possible to have Signature and Initials Fields in templates for SmartDocs. Please add this feature ! 🙏 A template is made to gain time. Adding signature and initials fields each time I convert a template into a doc seems so unnatural… 😫 Many thanks
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Creating a doc template - best practices for custom form fields to be filled out before each job?
We have been using Adobe Sign to get signatures on contracts before starting work on new jobs. I recently learned about the integrated SmartDocs and I'd much prefer the direct integration with Pipedrive. I'm converting our existing contract templates into a template to use directly within SmartDocs. Previously, we had PDFs…
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Deal owner phone number
Smart docs has a merge field tag called Deal owner phone number. There is no place for a pipedrive user to fill out their phone number in their pipedrive user profile and in order for this to work each user must contact pipedrive support to have a phone number added to their profile. Please make this a field in the…
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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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How to delete a smart doc template in PD UI, when the document was deleted in shared storage?
In smart docs, the templates are stored in the shared storage. We deleted some old documents in the shared storage, but the template is still shown in smart docs dialog in PD (although if you click on the entry it shows an error as the template was deleted). How to delete the "empty" entry in the smart docs show template…
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Dropbox integration
Surely this has to be under consideration at Pipedrive? Can you update us on a timescale for this? Pipedrive and Dropbox would be a match in heaven :)
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AUTOMATE DOCUMENT CREATION FROM A TEMPLATE
I'm working with the CRM system and I want to automate the process of creating Documents from a template when a Deal is created. Currently the function only works for e-mail! Why not also the deal-related Document?
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Mapping Mapping Pipedrive data to Documents
When you use Pipedrive Products mapped with SmarDocs, the product name can only be mapped via table, not in plain text embedded in the document. This is a problem in order to get the most out of the Documents functionality in, for example, contracts. Or simply in parts of text where you need to automatically load the name…
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Frustrated with Smart Docs
Honestly, I'm kind of annoyed with it so far. Two things in particular that's it's important I can do with doucments, you can't do with this integration. We upgraded our Pipedrive plan to use it, but it looks like I'm going to need to pay for Docusign or Panda Doc anyway, in order to be able to do what we want. #1 - We get…
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SmartDocs Monthly Quote totals of the products in a deal
Is there a way to generate a quote with the monthly totals of the products in a deal? Currently, I have products added with a frequency of monthly and billing length of 12 cycles. Our customers typically want to see the monthly cost as the quote (we sell a service rather than a product). I looked through all of the prefill…
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SmartDocs/eSignature : Need Direct Signature Link for Pipedrive SmartDocs without Email Notification
I'm using Pipedrive as my CRM but sending quotes through PandaDoc for a critical reason: PandaDoc gives me a direct signature link I can embed in my own personalized emails. I'd love to use Pipedrive SmartDocs for my quotes with eSignature, but I'm facing two issues: SmartDocs automatically sends signature requests via…
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Smart Docs e-signatures - a link requesting a signature
We love Smart Docs e-signatures, and we have a suggestion. It'd be very useful if the view-only link for proposals could be either modified or augmented with an option to send just that link to trigger a signature. Proposify offers this feature and it's something our reps use all the time to reduce friction in the signing…
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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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Capturing contact data from mail signatures
Dear PD-Team, while I appreciate the effort you are spending to implement AI features, I see some way more useful AI cases than the ones I am being promoted with. One of them is to extract contact data from incoming mail signatures and automatically updating them on the contact. Phone numbers and addresses could easily be…
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A Template should not print EMPTY BRACKETS
Hi everyone, I'm working with creating Documents from Templates. My issue is that when a Custom Field in the Template is not actually filled out in the Organisation (e.g. [Organisation Phone]) it actually prints "[Organisation Phone]" in the created document that I have to export to .pdf! Can someone fix this so it prints…
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Changing the default 60 day eSignature expiry?
Hi folks, I have a business requirement to mandate a 5 day expiry after a quote document is sent. I believe the default expiry is 60 days and I am unable to find any option in PipeDrive to change this to 5 days. I have explored native automations, external automation apps (Zapier, etc.) but I am unable to find anything…
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Feature Request - Additional Signer Fields
Most Signature tools allow you to place two basic fields: Signer's Name Today's Date Right now we have to use Text Fields to accomplish this, it sets PD a set backward
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Is there a way to share PDFs with my team?
My sales team needs access to different PDFs to send out as links to leads. I have our SharePoint folder synced with SmartDocs, and I uploaded one PDF to share, but it doesn't let me share to other users. Is there a way to share these files through Pipedrive? It seems like you might only be able to share templates, which…
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Smart docs google drive
My smart docs is not connecting to my google drive. I have done all the trouble shooting steps. Need advice ASAP. I have contracts that need to go out and I need to know if this is impacting contracts that customers already have in hand. The pipedrive chat has done nothing for me
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Use SmartDocs & build templates directly in Pipedrive
SmartDocs should have a settings option to not store documents in cloud storage and storing templates/documents in Pipedrive. At a minimum being able to create templates for the company directly within Pipedrive. As an implementation partner, clients commonly request proposal, contract, quote templates as part of a…
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A new Pipedrive app for document management!
Hi All! Is it difficult to quickly find all your sales and customer related documents? We have a new Pipedrive app to tackle that: OneNode! OneNode is not an integration to any other system, but an add-on that will give you a new functionality in Pipedrive. It will help your team stop wasting time on browsing through…
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Smart Docs - Ability to send multiple documents
It would be great if multiple documents could be sent via one email from Smart Docs. This functionality exists in tools like Docusign but cannot be accessed by that integration.
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Has anyone built templates within SmartDocs to build their quotes out through?
I've used PandaDoc in the past to build out our quotes and get digital signatures on our proposals. But was curious if someone has built out something within SmartDocs to do this all in house? Or would it not be advisable for some reason I am missing?
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2025 Wish List - What's Yours?
Coming to the end of the year gives me a chance to reflect on my first year with Pipedrive. Moving from an inhouse app to something off-the-shelf was definitely a "one step back, two steps forward" scenario, and I really like where we are at the moment. Thanks Pipedrive! … BUT… There's always areas for improvement, and…
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Sending several documents at once to the same client.
Hello, I would like to know if it is possible to send several documents at once to the same client. This would help streamline the process and save time. DocuSing has the envelope functionality but i dont know about Smart Docs Could you please let me know if this feature is available and, if so, how to use it?
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SmartDocs Custom Message
It would be great to have the custom email message stored in the deal history, as the message may sometimes contain valuable information. Currently copying and pasting the message as a note is a workaround.
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New Feature for Smartdocs | Presentations
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…
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Smart Doc Triggers.
I am looking to take a copy of the smart document once signed and upload a copy to our third party finance software (xero). I had thought I could make use of webhook automations, to trigger once a document is signed and then I could process the upload via make.com. Has anyone got any automation work arounds for getting…
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How to insert more fields in email templates
With the following command, you can add more fields than offered by default when editing an email template (I have found those for a deal) (I was originally trying to add products of a deal as a field in an email but failed) : const fieldsToTest = [ { key: "org_name", label: "Organization Name" }, { key: "title", label:…