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.
Professional and Enterprise plan.
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