Sales has evolved. Have your docs?
You can now sendĀ trackable quotes, proposals and contractsĀ from Pipedrive with our newest feature:Ā Sales Docs.Ā Know for certain whoās interested and when to follow up to close your deals faster.
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To give it a go, simply head to the new āDocumentsā tab in any deal. Either create new docs or upload your own from Google Drive (an integration with OneDrive is coming soon).
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Why you should be using Sales Docs:
- Auto-fill docs with Pipedrive data.
Set up sales document templates using any Pipedrive fields. - Strike while the deal is hot.
Get notified about document views to follow up at the right time. - Find docs easily.
Store quotes, proposals and contracts in Google Drive where theyāre easy to find later.
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All this andā¦
- get ourĀ free Sales Proposal E-book
- read ourĀ blog articleĀ on this feature
- learn how to set it up and use it from ourĀ tutorials
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