The sales industry has evolved. Have your documents?

Centralize the entire documentation process by sending trackable quotes, proposals and contracts from within Pipedrive. Get notified when they are opened by a customer and request eSignatures from your clients to close deals faster.

Features

• **Auto-fill docs with Pipedrive data: **Send quotes faster with less manual copy-pasting and fewer errors. Create document templates that automatically pull products from your catalog or information from any Pipedrive field.
• **Strike while the deal is hot: **Ever wish you could read your prospects’ minds? By sending trackable documents, you get notified whenever they’re opened. Follow up at the right time to lock in sales quickly.
• **Company-wide documents and templates sharing: **Provide your team immediate access to vital documents and templates to ensure seamless collaboration.
• **Seal deals with eSignatures: **eSignatures lets your customers sign documents electronically without printing files or downloading plugins. By removing the hurdle of getting that final physical signature from a customer, you can close deals faster.
• **Remove Pipedrive’s logo from your team's documents: **Streamline deal closing by allowing your customer to open and sign your documents. Remove Pipedrive’s logo to promote your business’s identity and remove friction.
• **Google Drive integration: **Connect your Google account with Pipedrive to seamlessly access and edit any Google Drive file
• **Microsoft OneDrive integration: **Connect your Microsoft account with Pipedrive to access files in your OneDrive or SharePoint cloud storage
• **Products: **Create quote tables that automatically populate deal-related product information in your documents
• **PDF support: **Share PDF documents via a special link that tracks document opening and supports digital signatures
• **Google Sheets/Google Slides support: **Use all Smart Docs features from Google Sheets or Google Slides
• **DocuSign integration: **Connect DocuSign with Pipedrive to create envelopes from within Pipedrive