“With the massive shift to digital, customer relationships have changed tremendously over time. Not only has technology impacted the way companies manage sales processes, but it has also changed customer expectations for closing deals. Smart Docs has proven to be a useful asset for sales professionals throughout the sales cycle, especially when working remotely. The ability to communicate with prospects, send proposals and sign e-signed agreements easily and intuitively without leaving Pipedrive is convenient for both sales professionals and the rest of the company. Because it provides document access to managers and sales reps, the functionality also reduces the cost of document-specific software,” – Shaun Shirazian, CPO, Pipedrive.
Why Smart Docs?
Spending hours creating documents, sending, managing, signing quotes, reviewing or creating proposals and contracts can be time consuming and resource consuming, so the best decision is to streamline and automate these administrative processes to focus on value-added activities.
Let’s take a closer look at what this functionality allows us to do:
– Personalization of documents in a matter of minutes.
– Upload and send existing files, create templates from Google documents, slides or sheets by integrating with Google Drive or Microsoft Word by integrating with One Drive or Sharepoint. Best of all, you can easily share your templates with your entire team.
– Electronic signature, which allows you to send and receive completely digitally signed documentation, being able to track the signatures and each of the documents within a negotiation. The advantage is that you will give an absolutely professional impression.
The full set of Smart Docs features with an unlimited number of electronic signatures is included free of charge in the Professional and Corporate plans. The Basic and Advanced plans have the option to include it as a separate add-on.
Soon, Smart Docs will also have the integration of DocuSign, a signature tool focused on larger companies, with a much broader portfolio to complete their document management processes from a single place.
Benefits of using Smart Docs
- 50% faster quote creation with auto-fillable documents.
You can send quotes much faster, with fewer steps, by creating document templates that automatically extract information from any Pipedrive field you define by default. - Trackability and follow-up of quotes.
You will receive notifications when your documents are opened, which allows you to know the right moment to close a deal, as well as to know a little more about your customer’s decision times, their considerations and make predictions about your deals. - Sign contracts and request signatures without printing and scanning a single piece of paper.
With eSignatures you will no longer need paper or extra applications and plug-ins that waste time for your team and your customer by printing, signing, re-scanning, etc. This reduction of steps ensures you an easier closing of contracts. - Decrease costs and time with online documents for the entire team.
Eliminate downtime or ineffective communication with immediate access to key business documents and templates, streamlining and improving team performance and sales achievement. * - Support for PDF format, Google Spreadsheets and Google Presentations.
Allows your team to manage their PDF files without the need for specific programs to process them and allows them to continue using key Google tools.
*Available in the Professional & Corporate plan at no cost. Basic and Advanced plan customers can purchase the Smart Docs add-on.
Smart Docs features and integrations
Integration with Google Drive, Sheets & Slides
As easy as clicking a button! That’s all you need to connect your Google account to Pipedrive and have access to all your documents.
Microsoft OneDrive integration
You can connect your Microsoft account to access files stored in the OneDrive cloud or documentation you have in Sharepoint.
Simple, fast and intelligent tables
You have the infinite possibility to create quotation tables within your documents automatically incorporating the information of your offer.
Support for PDF documents
You can share files in PDF format with your customers thanks to a public link that allows you to track the opening of the file as well as request electronic signatures.
Smart Docs add-on for Basic and Advanced plans
If you have the Basic or Advanced plans, you can find a Smart Docs add-on available that offers you the Smart Docs features at your current level, with which you will also be able to:
- Use tools such as Google Docs/Slides/Sheets or MS Docs.
- Upload PDF documents.
- Create shared templates.
- Automatically populate documents with Pipedrive data.
- Track the opening of documents in real time.
- Request electronic signatures.
- Coming soon: integration with DocuSign.
Costs start at USD 32.50 per company per month, with annual billing if added to the Basic or Advanced plan subscription or USD 39 per company per month, with monthly billing if added to the Basic or Advanced plan subscription.
Are you ready to create and manage your team’s documents more efficiently, easily and quickly?
If you want to try Pipedrive 30 days free of chargeenter thispromotional code when you create the 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.
You can also evaluate the different Pipedrive demo options .
Want to know more: check out our Pipedrive guide.
