Is there a way to generate a quote with the monthly totals of the products in a deal? Currently, I have products added with a frequency of monthly and billing length of 12 cycles. Our customers typically want to see the monthly cost as the quote (we sell a service rather than a product). I looked through all of the prefill…
I'm using Pipedrive as my CRM but sending quotes through PandaDoc for a critical reason: PandaDoc gives me a direct signature link I can embed in my own personalized emails. I'd love to use Pipedrive SmartDocs for my quotes with eSignature, but I'm facing two issues: SmartDocs automatically sends signature requests via…
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…
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…
Dear PD-Team, while I appreciate the effort you are spending to implement AI features, I see some way more useful AI cases than the ones I am being promoted with. One of them is to extract contact data from incoming mail signatures and automatically updating them on the contact. Phone numbers and addresses could easily be…
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 :)
Hi everyone, I'm working with creating Documents from Templates. My issue is that when a Custom Field in the Template is not actually filled out in the Organisation (e.g. [Organisation Phone]) it actually prints "[Organisation Phone]" in the created document that I have to export to .pdf! Can someone fix this so it prints…
Hi folks, I have a business requirement to mandate a 5 day expiry after a quote document is sent. I believe the default expiry is 60 days and I am unable to find any option in PipeDrive to change this to 5 days. I have explored native automations, external automation apps (Zapier, etc.) but I am unable to find anything…
Most Signature tools allow you to place two basic fields: Signer's Name Today's Date Right now we have to use Text Fields to accomplish this, it sets PD a set backward
Smart docs has a merge field tag called Deal owner phone number. There is no place for a pipedrive user to fill out their phone number in their pipedrive user profile and in order for this to work each user must contact pipedrive support to have a phone number added to their profile. Please make this a field in the…
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