Skip to main content

Sales Documents
Sales Documents

Hit "Follow" to always stay posted. ↗️

 

4 followers
0 questions
67 posts

Interested in this Topic?
Signup up or log in now to follow this topic, join the discussion, and always stay updated.

Pipedrive Sales Docs automation

I finally discovered what exactly is planned with the new Documents implementation and am very happy this is already much further along than I expected!

But since we have some specific tasks we would like to do with this feature, here's some early feedback:

  • Too many manual steps, more automation! (i.e. an option to automatically make it a signable doc with the contact person and editor instead of manually adding that each time, automatically choose between different templates according to information from the deal so you don't have to manually choose the template each time, give an option to send... (More)

New: OneDrive and Sharepoint now in Sales Documents! 📄

Why?

Work with your everyday business applications: now you can integrate Sales Docs with leading cloud storage service platforms like OneDrive or SharePoint (as well as with Google Drive, which users could integrate already) to ensure your documents are kept secure and accessible, all in one place.

For whom?

Users in the Advanced, Professional, and Enterprise plans.

How does it work?

❓Are you a OneDrive/Sharepoint user? Are you going to start using this integration right away? Comment below.

🔎 Learn all about Sales Documents with our Knowledge Base tutorials and our blog article in your preferred language.... (More)

On parle E-Signatures ce soir en live sur LaTvBLC

La nouvelle fonctionnalité Beta de signature électronique, couplée aux documents de vente.
On en parle ce soir en live à 17h.

https://blc-conseil.com/live/

Create a workflow to send a new Deal a Sales Document for eSignature.

I think that when a new deal is created that using a Sales Document Template workflow sent for eSignature would be a killer feature.  Additionally, many of the eSign vendors are very expensive.  This feature would cement current PD customers and probably drive incremental new customers/revenue into your company.  If you are already on this path i would like to know.