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Products net Price
Hi, i wondering that it's only possible to at price only included sales tax. Is there a possibility to ad products net price?
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Document Management Questions
Hello, I have a few questions about document management. What is Smart Docs vs. Panda Docs? For the document management system, how does it work? What’s the difference between linking OneDrive and uploading directly on the Contact card? If we upload documents on a deal, does it push to the contact card? Is there a way to…
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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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10th of November Webinar Questions
Hi there! Thank you for participating in our Smart Docs and Professional/ Enterprise Webinar! Here you can find the answers to the questions that we didn't have the opportunity to answer live: It would be delightful if you could bounce from deal to deal rather than going back to the pipeline everytime. Is that a…
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We should be able to add people to receive a copy of the contract
Hi there, Smart Docs is a good alternative to Docu Sign but still needs some improvements. For example, most of the companies' legal teams want to receive a copy of the contract before they sign or after both sides sign it. It's too easy to do through Docu Sign. You can just add their email addresses as "Receives a copy".…
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Sharing decks with prospects and existing customers
Hi everyone, With DocSend, we can track who opened our deck and how long they looked at it. This allows us to determine which prospects are passionate about working with us. On PipeDrive, I think it must be a priority to bring a deck-sharing feature such as DocSend, which will be opened by only email and able to track. We…
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Multiple quotes same deal/prospect.
I've been playing with products and sales docs for few days and I think I can make use of it and keep everything in pipedrive which will greatly increase my productivity. I'm trying to figure out how to best handle quoting multiple options though to the same prospect. Let's say a customer requests a quote on replacing the…
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SmartDocs improvement
We've really benefited from the SmartDocs feature in Pipedrive but would love to see the ability to send documents that don't require a signature through the same process as a document that does require a signature. We currently send out client contracts requesting a signature, and this has been well-received by our…
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Help: I'm Tired of Errors in Sales Quotes and Long Lead Times
Hi all! So, I am currently working in the manufacturing industry as a Sales Manager. We design and produce refrigerated display counters, display cabinets, cold rooms and freezer rooms. Within our company we have different departments such as sales, engineering and production with different systems being used. A flawless…
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View Documents in Mobile App
We heavily depend on the information inside the documents in every deal. Is there any possibility of having that feature possible with the mobile app to view the documents?
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Onedrive new document title
Hi , if I create new document from the template and set some custom document title than this title is not saved. Document is saved with the default generated title. If I open same document again and rename it, than it works. I am using Firefox 89.0.2 Regards Lukas
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eSignatures in Smart Docs - beta testers wanted [CLOSED]
We’ve been working on some improvements to our eSignatures solution in Smart Docs, and I’m looking for a few people to test out the new version this week. The new feature has two main developments: * Sign inside the document - pick the specific location in the document where you want your customer's digital signature to…
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Make presentations your strongest sales asset with Seidat Pipedrive app!
Hi Pipedrivers! We have built a really cool option for you to create customer specific presentation templates and follow them up until signature straight from Pipedrive. Seidat is our partner from Finland and they are providing the great presentation tool. Please join our webinar next week or just get the recording by…
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Share PDF save location option
It would be nice if when I chose to share a pdf that instead of it downloading to my computer, that it would save the pdf file to the same location as the document save location. (We use google drive) Either give me the option in the drop down menu, or just save it to the same location as the main document. Cleaner…
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How does SmartDocs deal with line breaks in variables? Are they altogether ignored?
Hey community, we are starting to use SmartDocs, and using the variable [Produkt Additional Information (product custom)] among others. We want to fill this Variable with a bunch of bullet points. Unfortunately, these line breaks are gobbeld up by the SmartDocs magic - is that true? Does anyone work with line breaks in…
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Why Pipedrive doesn't allow to create a template spreadsheet with products? It is any reasonable exp
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New Marketplace app for formula fields in Pipedrive!
Hi Pipedrive users! We are excited to announce that our custom field calculator tool has been approved on the Pipedrive marketplace! The custom field calculator will allow you to create complex excel/google sheet type formulas to be calculated right in the Pipedrive UI. You can use these formulas to calculate commission…
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looking for a decent quoting system through smart doc
Hi All, I am looking for a decent quoting system through smart doc, but struggling with lack of detail in the product and pricing fields. any ideas out there. Asking for advice + SmartDocs + Quotes
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FYI to other people not happy with Smart Docs...
They just added the integration for Docusign. It's sort of frustrating because I purposely upgraded for Smart Docs (and I do like the templates and such) and now I'll have to pay an extra $25/month for docusign, but all the things I didn't like that I couldn't do in Smart Docs you can do with Docusign.
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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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Two different products at the smartdocs, how can I separate?
I'm working with smartdocs. If I have more than one product at my deal, how can I separate this differents products datas at the smartdocs? When I copy the placeholders at the document, the products aren't separating. There is just one option. Smartdocs + Products + Deals
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Sales doc
I am having some problems as i tried to add the automated features to pipedrive deals: name, email and etc but when saving the file it goes crazy :D what could be the reason for this? Thank you
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Need the ability to template the title of smart docs
We create a few documents per deal (a quote, an agreement, etc.) all documents (even though created by different templates) come out with the same title in Smart Docs - it uses the deal title every time. It would be useful to create the title as part of the template
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Smart Doc Improvements
Smart Docs with eSignatures are a great alternative to Docusign, Hellosign etc. but they're missing a few key features that would really improve them and make the transition from one of the alternatives much smoother. * Allow recipients to complete fields as well as signing e.g. filling in their contact details or those of…
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Mandatory attachment on email templates
Hello developers, most of our emails need an attachment like an infomemo or a NDA. We use the same email template but different attachments. Therefore it is not possible to integrate the attachment in the email template. Unfortunately sometimes we forget the attachment and send the email naked. So it would be great to have…
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New: Pipedrive integration with DocuSign 📝
What? Make the most of DocuSign features without leaving Pipedrive: * Create, send, sign and manage your documents without having to switch between different tabs. * Integrate DocuSign and Pipedrive's Smart Docs add-on more seamlessly than ever before. * See envelope and recipient status updates directly within the deal…
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Feature for Smart Doc
Enable/Disable two factor authentification Uploading field for the signer in the document to send needed Documents with the contract Enable/Disable handwriting signature or sms signing or typed signature Enable/Disable signing one or more fileds with one or multiple signatures on different sites if needed Choosing the…
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Smartdocs - upload more than one document
Hi can you upload more than one document for signing at once instead of sending several documents to sign to one client?
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Are RSS feeds still a useful resource for sales and marketing pros?
RSS feeds can still serve a purpose for salespeople and marketers, especially at a point where they meet: Sales enablement. Here are 4 ways RSS feeds can help you with your sales enablement content. Keep track of leads and prospects RSS feeds help you to keep track of leads, find opportunities to develop a connection and…