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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:…
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Provide an option to not display cents in dollar amounts in Smart Docs merge documents
When currency fields are used in merge document templates, the decimal point and cents are displayed. We never want the cents displayed. The dollar amounts are entered in the CRM as whole dollar amounts (e.g. $15,000) but are displayed with the cents (e.g. $15,000.00) in the populated merge documents. We are an accounting…
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Automation that creates a new document
Hi, I have been using the documents function in PD to have document templates that I can create with PD data inserted. Is it possible though to automatically create one of the documents when a deal goes to a particular stage. I looked at the automations options, but it doesn't seem to include the option for an action of…
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Deactivated products in "Add products to deal" view
Hello, The current implementation of deactivated products in “Add products to deal” view is not suitable for our setup. We are using SmartDocs, and if the user deactivates a product from a product list in “Add products to deal” view, what currently happens is that the product still gets displayed in the product table (e.g.…
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Issue with Incorrect MRR Calculation for Deals with Non-Overlapping Billing Periods
Hi Pipedrive Community, I’ve encountered an issue with the MRR calculation that I’d like to bring to your attention. Here's the situation: I added two products to my deal—a 3-month Proof of Concept (PoC) period and a subsequent 9-month period. Each product is priced at €447 per month, and I configured them as recurring…
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Smart Docs - Update Autofilled Values
When you've created a draft proposal from a Smart Docs template from a Deal > subsequently updated fields within the deal > re-opened the draft proposal > there should be an option to update autofilled values
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Use "Billing start date" in Smart Docs
When selling licenses, the Billing start date must be included on a proposal and invoice. It would be great to have this options under the product tab in Smart Docs.
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How to use 'billing start date' in Smart Docs
Greetings, One of my clients wants to use 'billing start date' in her Smart Docs. But she cannot find any menu for 'billing start date' under product tab. Is there any way we can access the 'billing start date' field in Pipedrive Smart Docs?
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Two price tables with recurring fees in one and the one-time fees in another.
Hello, Pipedrive Community! I’m trying to create a Google Docs template through Pipedrive's Smart Docs that can automatically create two Pricing tables based on specific products from Pipedrive fields. In other words, I'd like to set up a Price table with subscriptions and another table with just the one-time setup fee.…
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SmartDocs mapping Products without discount per unit
Hello Pipedrive friends. We are generating offers with Documents (SmartDocs) and we cannot find the field to map "discounted unit price". The system is applying the discount correctly, it shows the price without discount and in the multiplication of units it expresses the total with the product discount. This is not a…
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Extracting information gathered in Smart Docs and adding to contact record
Hopefully, someone has a solution for this: When we send a contract for signature, we also include a text field where customers add their VAT/Tax number. Is there a way to extract this when the document is completed and add it to a custom field against the contact record?
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Search templates
Hi guys, As we have a number of templates, it would be great to be able to either show a full page of templates (rather than just 8) and be able to search the templates. Should be relatively easy to implement I would imagine. 😎
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Using Pipedrive fields in docusign without SmartDocs
Hello, is it possible to use Pipedrive fields in DocuSign without Smart Docs?
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CC on a document/template
We send our engagement agreement via PipeDrive (Templates), and in addition to sending it to the signer, we often we need to cc our main contact who is not a signer. I don't see a way to cc a non-signer. Am I overlooking something or is it not possible to do? Thank you!
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Overview of all customers that we have sent a esignature request via Pipedrive
Hello, we are using the esignature feature in Pipedrive. Can we export or filter for a list of all customers, that received a request to sign a document via the esignature feature?
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Conditional sections in Smart Docs
Make sections in Smart docs dependant on custom fields or specific products in Pipedrive. This can highly automate quote/contract creation tailored to the deal, customer or what products you are quoting. ie. I have a deal that contains both an implementation and licenses in products = Show section for implementation + show…
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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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Everything Pipedrive Documents is missing to be a serious proposal / contract esignature tool
I've been using Pipedrive Documents for a few months. It feels like this product is a v1 that was a bit overengineered in dimensions that don't really matter and is missing a few key things and usability in dimensions that matter a great deal. I'm going to focus on the latter, and list my requests in descending order of…
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Is it possible to remove columns in document product table?
I'm trying to customize the product table in Pipedrive documents and need some assistance. Specifically, I only want to include the columns for Name, Unit Price, Quantity, and Amount. The current table includes irrelevant fields like "Billing Frequency," "Discount," and "Tax," which I don't want my clients to see. These…
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Linking to a QNAP to store documents etc.. Is this possible?
We have several QNAPs (a make of NAS) and it would be great to be able to get to the documents and to link to them from within Pipedrive. Rather than using Google Drive or One Drive. Any ideas?
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Product table to Documents
I am facing an issue, where I use product table to generate offer for customers. Under the product table system is subtotaling rows, but I think it is doing it not as expected. One Time fees Subtotals are correct But period or recurring subtotals is just gives the same list as in table just without product. In my opinion…
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Does Pipedrive have a way to upload all sales collateral?
Hi Pipedrive World, I'm trying to work out whether there is a way to upload all of our sales collateral into Pipedrive, where all team members can access, instead of having to jump into Gdrive or upload from device every time. I can see a PDF can be uploaded to a specific deal.🤔
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Google Docs integration
When selecting to create a new document, PD opens a new tab, I see a Google login briefly with a spinning ribbon and then back to PD. It only started doing this a few weeks ago but it's very annoying. I have tried logging in and out of Google Drive and Google and disconnecting and reconnecting it to PD but nothing changes.…
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When I create an AutoFill template, the Word file gets messed up.
As said in the title, I have a Word file which is normal, with some graphs and texts etc. And when I try to create a template from it, it just converts to s***. How can I fix this?
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Emails going to SPAM
Hello, it's been some time since we used the Sales Documents feature due to emails going to spam. Could you please tell me it this has been fixed? Thank you
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Store user phone number in user profile and create token for user Phone Number
My organization passes PipeDrive tokens to PandaDoc templates to generate sales proposals. Every time we create a proposal, we have to manually enter my phone number on the cover page. I should have the option of storing my phone number in my PipeDrive user profile. The value of that entry should be a token like…