Pipedrive Smart Docs streamlines the sales process by enabling users to create, share, and track sales documents directly within the CRM. It simplifies the generation of proposals, quotes, and contracts, automatically populating them with data from Pipedrive deals and contacts, saving time and reducing errors.
Users can easily share these documents with clients, track when they’re opened and viewed, and even collect e-signatures, all within the Pipedrive interface. This functionality enhances efficiency, provides valuable insights into document engagement, and ultimately accelerates the closing of deals by centralizing and automating document workflows.
With Pipedrive SmartDocs, You Can
Create and Reuse Professional Templates
Design and save custom templates for your most common documents, ensuring consistent branding and saving you valuable time.
Automate Data Entry
Effortlessly populate documents with key information like customer details, product pricing, and contract terms directly from your Pipedrive deals.
Collect Signatures Digitally
Eliminate the need for printing, scanning, and mailing by collecting electronic signatures directly within documents.
Track Document Activity
Monitor when your documents are viewed, signed, and downloaded, providing valuable insights into the deal progression.
Integrate Seamlessly
SmartDocs integrates seamlessly with your existing Pipedrive workflows, streamlining your entire sales process.
Experience the power of Pipedrive SmartDocs.
Increase your sales productivity.
Close deals faster with a streamlined and efficient document workflow.
Reduce errors and improve accuracy.
We install and customize Pipedrive to fit your team like a glove.
Enhance the customer experience.
Provide a professional and convenient experience for your clients with digital signatures and easy-to-access documents.
Gain valuable insights.
Track document activity to understand customer engagement and identify areas for improvement.
Ready to simplify your sales document workflow?
Learn more about Pipedrive SmartDocs today and start closing deals faster.
Download Free Automation Cheat Sheet
Whether you are brand new to Pipedrive or just looking for ways to optimize your CRM process, this Automation Cheat Sheet has practical tips and strategies to help you streamline your business.