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Sales Documents / Smart Docs
Sales Documents / Smart Docs
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Smart Docs VS Panda doc 🥊

Hello hello, 

 

Avez-vous un avis sur le module smart docs intégrer dans pipedrive (+ signature électronique) vs l'intégration avec Panda Doc ? 

 

Merci pour vos retours. 

 

Bon week-end ! 

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 a host of time-saving auto-fill options.

Here are just some of the features you get with Smart Docs:

  • Auto-fill documents with Pipedrive data
  • Share documents and templates with your team
  • Track documents in real-time
  • Sign documents electronically
  • PDF format support
  • Google Sheets and Google Slides support

Want to find out more? Head over to our Smart Docs add-on blog for all the details.

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 was very surprised to see there isn't a "grand total" field for templates? Grand total being subtotal plus tax less discount. It is very odd to me this isn't built in, Pipedrive is already doing the math to add up the subtotal how was the grand total missed? 

It's just introducing the risk for human error by expecting them to add everything up and manually type it in - especially on a legally binding proposal with contract. If anyone has info on why this is missing or if there's intent to add it in the future I'd love to hear. Thanks!