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Products and pricing
I would really like for a better handling of pricing on products and also some more fields available on Smart Docs to handle prices with and without taxes, and total price including taxes.
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#smart docs Vor und Nachteile von Smart Docs vs. Pandadoc
Hi together, ich bin gerade dabei Pandadoc und Samrt Docs in Bezug zur Erstellung von Angeboten zu vergleichen. Neben der Usability, sollte es natürlich auch schick aussehen. Was habt ihr für Erfahrungen mit den jeweiligen Programmen? Danke euch
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DocuSign Integration ✍️
Hi everyone! 👋🏻 We’re working on an integration with DocuSign and would love your help! Are you using Smart Docs to create documents and using DocuSign for your digital signature needs? If so, we’d love to show you some new designs we’re working on. If you’re up for a 30 minute call, please comment below or reach out to me…
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Does anyone here know if Quotient can work with Pipedrive?
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Transfer Signature to Signed Document (Signature Field)
It would be extremely helpful to have the digital signatures captured during the signing process mapped to and transferred over to the final, signed document for presentation. I know we have the Signature and Audit pages, but forms traditionally have signature lines/fields within the document itself, and losing this…
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Replace Smart Docs Pipedrive Logo with Custom Logo
When removing the Pipedrive branding from Smart Docs emails, it would be great to be able to replace this logo with a company-specific uploaded image. This would make for a much more professional looking and personalized experience for recipients. Not asking for all references to Pipedrive be removed, just swap out the…
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Planned: Smart Docs add on 🗂
💡 Sign up to be the first to know 💡 As you might know, recently, we’ve introduced Smart Docs: a product designed to enhance remote sales and help close deals faster. Today, we’re happy to announce that Smart Docs will be available for Essential and Advanced plan users as an add-on, including eSignatures, soon! In a…
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Como usar o PowerPoint como ferramenta de geração de proopostas? (Smart Doc)
Como usar o PowerPoint como ferramenta de geração de proopostas? (Smart Doc)
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Pipedrive and Mintsoft.com API connection
Hi, I've made a connection between Pipedrive and Mintsoft.com. It is based on an API. Script is in Python. It Synchronizes products from Mintsoft with Pipedrive for 3 warehouses on two continents. Our script imports products from Mintsoft to Pipedrive. Only products with specified categories are synchronized. Name, sku,…
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Signer priority in Smart Docs/E-Signature
Does anyone know if it is possible to set a "priority" to a specific signer when using Smart Docs? In most cases, our contracts are to be signed by the client first then by a manager/supervisor. It would be great if instead of sending a request to all signees, we could determine who must sign first and then subsequent…
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Documents and cloud services in PD
I have taken a deeper look at PD’s handling of cloud integration and documents and would like product managers and engineers have a deeper look at this issue. We all need to deliver lawful, sustainable, and user-friendly services. To meet these goals, some work seems necessary. * By default, PD stores any documents created…
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Add PDF to documents from Onedrive
It would be awesome it we could add pdfs as documents from OneDrive. We have smartdocs, but with OneDrive it only allows the addition of word documents. I notice those using Google Drive have the ability to add pdfs as documents. The main reason we want to do this is for the electronic signing capabilities of smart docs.…
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New: Easily Request eSignatures with PDFs and Google Sheets and Google Slides ✍️
What? You can now upload and share quotes, proposals and contracts in PDF format and set up templates using Google Sheets and Google Slides. For whom? Smart Docs users on the Professional and Enterprise plan. When? Out now across all regions. 🔔 Be sure to follow What’s New? to get notified about all new product releases 🔔
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Regarding e-signatures
I wish you would stick to the core of your product and focus on the Leads feature and make it fully functional. Releasing s product that is not really working, not connected properly to insights etc. Increase your workflow opportunities... stuff like that. So many eSigning tool out there doing the whole sales enablement…
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Reduced Size PDF Creation
Whenever I use the PipeDrive Smart Docs feature, I export my document as a PDF. The algorithms used though create a massive 2500kb pdf file (probably because of a large image I use), then I have to go into adobe acrobat and save the new pdf again as a "Reduced Size" PDF to get the file size to a more reasonable 359kb file.…
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Create Deal Summary / Abstract - For Management Reviews / Approvals
I'm interested in creating a "deal summary or abstract" with the primary terms of the deal that are needed for review and consideration as part of the approval....management wants only certain data, not the entire deal history...and adding a custom checkbox option for approved / rejected / arrange meeting (or even an open…
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Is there any field who add tax+total sum? [Produkt delsum (product subtotal)]+ [Produkt skatt
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Companies logo
Hello, How can I upload a company logo for use in Smart doc? I think this function is very important as no proposal or contract is sent without the client's logo. ------------------ Hola, ¿Cómo puedo subir el logotipo de una compañía para usarlo en Smart doc? Creo que esta función es muy importante ya que ninguna propuesta…
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Share your Smart Docs success story with us!
Hi, community members! My name is Ksenia and I’m the product marketing manager responsible for Smart Docs at Pipedrive. To ensure that Smart Docs’ feature set is well understood by Pipedrive customers, we are looking for a company that is willing to share its Smart Docs usage as a case study to be featured on Pipedrive’s…
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Pipedrive workflow ? 🚀
Hello Everyone, PipeDrive team ! 👋 I am actually using SmartDoc for my (PO) Purchase Order. We are sending the proposal to our client, if the client accept the proposal. Then we are generating the PO through SmartDoc, very useful ! Actually, I am joining @Konrad Job 's Idea for having a workflow possible in PipeDrive. Once…
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Smart Docs - What's planned?
Hi Pipedrivers! I was wondering, what the longterm plan for Smart Docs is - will we be able to set up text fields, or even Spreadsheets, that the customer has to fill out (i.e. like PandaDoc)? Only Text and Pipedrive fields is not enough to build an decent Document in many cases! Thanks in advance. @Inês Batata
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Template with Product Table
Hi, I'm trying to use template in documents to create Product Table. System dose not convert links that are in description to clickable. Links in attached file I had created manually. Select text and press Ctrl+k Do you have any hint? I had try using full web address with https://www. but it did not work. Any solution?
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Curious if anyone else would like to see the new "Documents" feature able to upload PDF documents?
Curious if anyone else would like to see the new "Documents" feature able to upload PDF documents?
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Able to show line items and totals exclusive of discount
Dont think I am missing something here but when create docs I would like to show a total price, then any applied discounts and the resulting final price. You don't seem to be able to access the prediscount which I want to show in any proposals ? In the example below the total price pre discount is £688.50 but that doesn't…
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Persona + Participants fields on an automated document
Hi! I am trying to create a document from Pipedrive deals. The challenge is that I need to use the Persona fields and the participants fields on that document. I have seen that with Smart Docs I can only use the person fields. Do you know if Panda Doc or any other Doc app can help me use Personas and Participants data…
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Smart Docs insufficient use of Product Table
Today you can use Product Variants and Durations if you use Products. This is a good solution instead of making several products that are almost equals. The pity is that when you use Smart Docs and try to add Product Table as variable you don't get any information of the Variants and Durations, just a price that is…
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Smart Docs ... unable to offer different altenatives???
Hello, We are currently using PandaDocs as an integration for our proposals, contracts, etc ... SmartDocs seems to want to do the same thing, which is very interesting! BUT ... we often offer different alternatives in the same proposal (Plan A, Plan B, etc...) With PandaDocs all we have to do is add all of the products in…