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Additional fields when using Smart Docs
When sending a document via Smart Docs for e-signature, it would be useful to specify some input fields. For example, a Purchase Order number and an accounts contact. Can't see how at the moment, is this possible? Thanks.
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How are you entering notes into Pipedrive during a videoconference? Notes? Activity Notes? Images
How are you entering notes into Pipedrive during a videoconference? Notes? Activity Notes? Images show the options I've found on my own . . .the Notes fields are so small . . . any way to hide the sidebar and other stuff so that we can see a bigger Notes field? (the 3rd pic is an RTF file I'm actually using to take notes…
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Google Drive + Documents - Just use the reference on Google Drive, no more duplicate files.
Please allow us to opt out of copying documents to a Pipedrive folder on Drive for editing in Google Docs. It kills the entire approval and version control routine our team is setup around. Just let us reference the source files and edit those, please! :D Ideal Workflow * We attach a document to a deal, the source file is…
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Hi there, what digital e-signature software syncs up with Pipedrive the best? I am aware that pipedr
Hi there, what digital e-signature software syncs up with Pipedrive the best? I am aware that pipedrive has its own system, but we have over 30 people on our account and this would mean doubling our subscription price!
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🌟 Smart Docs Signature-box Feature Request 🌟 I would like to add a signature box on a specific line
🌟 Smart Docs Signature-box Feature Request 🌟 I would like to add a signature box on a specific line in offers I send to potential customers. Now the signature is added on a blank page in the contract. But it would be nice to have a signature on a designated place in the document. To further explain have have added a…
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Connecting a single folder within Google Drive?
I just got done watching the Smart Docs demo this morning and have been playing around with it in our Pipedrive instance. When I link our shared Google Drive folder, is there a way I can specify to a single folder? It appears to link our entire shared drive versus a single folder within our shared drive. We don't want to…
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Coming soon: Smart Docs add-on 📝
UPDATE: Available now! Streamlining your document management affects more than just your documents. It works wonders for your entire sales cycle! Take for example one of our customers, Leyout, that reduced its document management tool costs by 58% just by using Smart Docs. Now, for some best part: We’re happy to announce…
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11 sales deck templates and examples to win you new business
The quality of your sales deck can make or break a sales pitch. You need to make sure that you include: * A clear narrative about your brand and solution * Stats and testimonials showing why your solution will help your prospect * A strong, persuasive argument from start to finish * Your brand identity and memorable…
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DocuSign Integration Tips & Tricks Tutorial ✍️
Hi Pipedrivers 👋🏻 As you know the DocuSign - Pipedrive integration is now live for all of you! Check out the short tutorial where I show you how to install the app from the Marketplace and some tips and tricks to help you make the most out of the integration. You can find the DocuSign app in our Marketplace here. Looking…
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Make clients/recipients able to comment/make suggestions to sent documents
I want my customers to be able to comment/make suggestions in documents after sending it to them, so that I may implement requested changes without having to create and send a new document. If some details has to be changed in a document after sending it to a client: 1)The client must first decline (signing) the document…
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DocuSign integration with Smart Docs [BETA CLOSED] ✍️
Hey Community 👋🏻, We're excited to let you know that we are soon starting the BETA rollout of the the DocuSign integration, which has been highly requested! How to be part of the BETA? * Comment below and we'll enable it for the company linked to your registered email address when we go to BETA. We will reply to your…
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Are electronic signatures legal? Everything you need to know
Are you keen to use eSignatures but not sure where to start? Our eSignatures guide will take you through what an eSignature is, what the benefits are and their legality in your location. If eSignatures are a good fit for you, you can send quotes, create templates and get notifications when your contract is signed with our…
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Smart Docs add-on: close deals faster with our document management tool
Want to take your document process to the next level? Essential and Advanced plan users can now add Smart Docs to their Pipedrive subscription and streamline how they manage their documents. Smart Docs helps centralize the document process for your team, and as it’s part of the Pipedrive ecosystem, you can make the most of…
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Hide tags in smart docs word when emty
Hi, Seem when create Smart doc from templet in word, if tag is emty still tag is shown in document. How do i hide it, so it dont get tag name in doc i send / pdf?
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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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Product grand total field for Smart Docs templates
We're moving all our proposals and contracts into Smart Docs, it seems to be (nearly) the perfect solution to provide consistent clean proposals without expecting our sales team to follow a bunch of rules. It gives them firm rails to get a perfectly formatted proposal at the click of a button - which we love. However... I…
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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,…