Skip to main content

Proposals & contracts
Proposals & contracts
2 followers
1 question
22 posts

Sign up for free today or log in now to follow this topic, join the discussion, and always stay updated.

🎥 How to customize your notifications, follow topics and join channels in the Community.

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 

Remove Getaccept from my Pipedrive banner.

Can someone help me remove a redundant app from my PD banner?

Many thanks 

Carla
Experto en Pipedrive - Fundador @ AGILIZA.

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 fields? Thanks so much for your advice. 

Join the Pipedrive Roundtable! (This Friday, 2nd of April, 08:30 PST / 17:30 CEST)

Join our Roundtable for Tips and Tricks on Friday, April the 2nd at 08:30 - 09:30 PST / 17:30 - 18:30 CET!

Friday, every two weeks, we get together to improve our Pipedrive Skills!

For an invite, send an E-Mail to jeremy.gulley@strategtech.com or j.lubahn@the-platform-group.com.

Topics may include:

  • Caller/Phone Apps
  • Effective mass Emailing of Leads/Deals
  • Insights
  • Lead Gen Apps
  • More Automations!

It started with @Salahdin Mabtoul, Khalid Elamri, @Jeremy Gulley, @Suzanne Van de Ven and we are growing thanks to @Luke Martyn joining last time and hopefully, many more joining us over the next few meetings!

Again,... (More)