Smart Docs, your ally in document management
This Pipedrive feature saves you a great deal of time by allowing you to be more effective in the management and processing of the documents you use on a daily basis.
Smart Docs is a set of tools that focuseson automating the creation, sending, management and even the electronic signature of various documents that you use, such as quotes or contracts.
Some key features of Smart Docs are:
- 50% faster quote creation with auto-fillable documents.
- Traceability and tracking of quotations.
- Signing contracts and requesting signatures without printing and scanning a single piece of paper.
- Cost and time reduction with online documents for the whole team.
- Support for PDF format, Google Spreadsheets and Google Presentations.
- Ability to remove the Pipedrive logo from all documents.
Learn more about Smart Docs here.
How to trace a document?
One of the key features of SmartDocs is the possibility of tracking the opening of documents in real time.
Once you have created a document and shared it with a link, there is the possibility to monitor the views of the documents you have sent by setting up email notifications when someone opens the document.
Enabled the option to receive notifications to monitor document views, you receive an email notification with three options you can choose from: when someone opens the document for the first time, every time the document is opened or never.
It is important to note that Pipedrive complies with the requirements of the GDPR, therefore it is only possible to track document views that have been created with the Smart Docs functionality if the recipient has granted permission to do so.
The user sees the permissions when they receive a document link, upon opening the document they may see a notification requesting their permission to track and store cookies and it is only with this approval that Pipedrive begins tracking views .
Streamline your document management processes with Pipedrive
If you want to try Pipedrive 30 days free of chargeenter this Pipedrive promo code when you create your account: pdp-vilarroig. And to create the account, follow this link. You can also contact us to help you in choosing or accelerating the use of Pipedrive if you are already using it.
