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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.
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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.
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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…
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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…
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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…
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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.
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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
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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…
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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?
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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
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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…
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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…
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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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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?
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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?
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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…
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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
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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.
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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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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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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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Product price without VAT - missing option
Hi, We made a huge transformation in our quoting process, thank you Pipedrive for the boost! :) This week we went Live with the quoting generation directly from Sales Documents, based on the information added in the deal products. We have one marketing issue... Customers now only see the unit price with VAT and because…
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In smart docs is it possible to include fields for the receiver to fill, like form?
Billing address accounts receivable name, phone number, email. Preferred billing frequency, etc?
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New feature: Sales Docs available for users in Advanced and Professional 📄
Sales has evolved. Have your docs? You can now send trackable quotes, proposals and contracts from Pipedrive with our newest feature: Sales Docs. Know for certain who’s interested and when to follow up to close your deals faster. To give it a go, simply head to the new ‘Documents’ tab in any deal. Either create new docs or…
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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.