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New: Products + images is here! 📷️
Hi 👋 I’m a PM at Pipedrive working on the Products feature, and we’ve just started to roll out the new Product Images feature. What will you get with this release? You can now add images to products in your catalogue, so you can: see the image when searching for a product to add to a deal see the image in the list of…
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Add a 'Fillable PDF' template type to Smart Docs
In our business—we are an insolvency and business restructuring accounting firm—we enter client data into many different government PDF forms for each client engagement and then send these pre-filled PDFs to clients for signing. It would be super-efficient if Pipedrive added to the Smart Docs functionality a template type…
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Reverting to old UI/Requesting change to new UI
Hello, Today I have been swapped me to the new UI, and I am wanting to revert to the old UI. The specific reason that I want to revert is that I use the Documents tab to generate PDF files that use the customer data fields. When sending an email, I will often link these generated documents within the email as hyperlinks or…
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Feature Request: Automated Sales Document Creation
Hello, I understand that it's a longshot, but I would like to request the following feature. This would personally save me several hours per month, and I am almost certain that others would also benefit. Feature: Automated Sales Document Creation Customers are often engaged in activities that have an educational purpose.…
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Why footer items do not display when converted to PDF from google sheet
Any idea why my document in smart docs does not display the footer items when downloaded as a pdf or shared in pipedrive as a pdf? The document was created in google sheets.
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PDFs, Google Sheets, & Google Slides in Smart Docs - Looking for BETA testers! CLOSED
BETA TESTING CLOSED - full release to Professional & Enterprise plans expected by end of September Hey everyone! We've been making some big improvements in the Smart Docs feature, making it easier to share your ideal documents. So, what’s new? * You no longer need a Google Drive or Microsoft OneDrive/SharePoint connection…
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Merged: Dropbox and Dropbox Sign x PipeDrive
This discussion has been merged.
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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
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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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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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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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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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 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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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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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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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…