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New: Smart Docs for Teams + unbranded Sending and Signing 📂 ✍️

You may have noticed that...

  • The feature Sales Documents is now called Smart Docs.

What new things can I do?

  • Easily share Smart Docs templates in Pipedrive, with ‘edit’ or ‘use only’ permissions
  • Use Permission Sets to restrict regular users from adding their own templates
  • Use Sales Documents ‘company settings’ to choose a company-wide shared storage location for all documents and templates
  • Remove Pipedrive logo and ‘Try it free’ button on documents shared via public link
  • Remove Pipedrive logo from e-signatures emails sent to signers.
  • Learn all about it here.

For whom?

Professional and Enterprise plan.

🔔 Follow What’s... (More)

Ivan Makarchuk
Head of Sales Operations

Team Management Functionality in Pipedrive

Hello guys, 

If we have the team management functionality (Users team assigning) in Pipedrive, why don't we have a  feature to add team manager email to automation work-flow? Sorry, but it seems to be ridiculous. 

Will it be possible to enhance this feature? 

IF YOU ARE handling a Sales Team - HOW DO YOU: limit your sales reps to NOT change product pricing when adding Product to Deal?

This has been burning my sales process, I handle a team of 12 sales reps. There are always sneaky ones that lower pricing in order to close deals... 

Curious on how you SALES MANAGERS are dealing with this situation?

What is the best way to regularly send out an email with the results of a filter?

What is the best way to regularly send out an email with the results of a filter? 

For example the day of a weekly team call we'd want to send out an email to the team with the list of open deals in a specific region (filter)  so that they can quickly glance in their inbox in preparation for the meeting.

I'd also want to take this further to create more complex filters to identify missing data and send those reports as emails to the owners of those records.