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Sales Documents / Smart Docs
Sales Documents / Smart Docs
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Sales doc

I am having some problems as i tried to add the automated features to pipedrive deals: name, email and etc but when saving the file it goes crazy :D what could be the reason for this?

Thank you

How do I email a document?

It seems like this is just 100% missing but I want to post here.  I create proposals and renewal amendment using the Documents feature and templates.  However, there seems to be no easy way to email the Document or Link once created.

Am I missing something or is there a best practice for this?

 

An example:  I create a new Document, there is no "Email Document" option.  Also, in the Email Editor there does not seem to be an "Insert Document Link" or "Attach Document" option.  

What is the best way to email a document I create in Pipedrive?

Pavel Nykl
Chief Sales Manager

A SmartDocs improvement

Hi guys, 

I would like to vote for a SmartDocs improvement. This is my tip. What do you think? 

Now I can put the Product Table in my offer template in the current SmartDocs. But in that case all the products of all categories are in one table on one place in the offer. I would like to have the way that I can insert the product table of specific category on one place in a template and the tables of the other categories on the other different places (chapters) of the template. 

As we have many product categories in our proposals - licences, projekt MDs, MD rates etc. current SmartDocs templates are not usable for us. 

Best wishes for all of you, 
Pavel

Two different products at the smartdocs, how can I separate?

I'm working with smartdocs.

If I have more than one product at my deal, how can I separate this differents products datas at the smartdocs?

When I copy the placeholders at the document, the products aren't separating. There is just one option.



Smartdocs + Products + Deals