Smart Docs

Smart Docs

by Pipedrive

Expedite creating, tracking and signing documents with Pipedrive’s Smart Docs.

Manage contracts

App screenshot
App screenshot
App screenshot
App screenshot
App screenshot

Description

You know what they say: Time is money. Smart Docs helps you save time so you can make more money. In fact, this powerful feature helps companies expedite a deal’s closing by 6 days on average.

Here are some things you can do with the Smart Docs add-on:

  • Step up your sales cycle with a tool that turns your documents into automated, and pre-populated assets that push your proposals towards closing
  • Create documents and auto-populate them with Pipedrive data to save time and eliminate human error
  • Set up and customize templates to promote team efforts and enhance cross collaboration
  • Track open documents in real time and know whenever a prospect is looking at your document. Use this insight to reach out to them and strike while the deal is hot
  • Send legally-binding eSignatures from within Pipedrive to close deals faster

Installation instructions

Click on “Install Now” button and you’ll be redirected to the settings page in your Pipedrive account where you can activate Smart Docs to streamline your document management process.

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