
SmartDocs
With Smart Docs you’ll save valuable time in the negotiation process by creating proposals or quotes directly from the deal detail view. Learn how it works and what professional level features you can take advantage of.What you'll learn:
How to create document templates
How to track your quotes, proposals, and contracts
How to share templates with your team
How to request E-signatures
How to remove Pipedrive branding
Suggested
Contacts sync
1 min
Activities and calendar
3 mins
Calendar sync
1 min
Choose the best plan for you
5 min
Custom fields and filtering
3 mins
Deal rotting
2 mins
Detail view
2 mins
Email tracking
1 hour
Goals
3 mins
Group email
2 mins
How your data is organized
4 mins
Important fields
2 mins
Import data
5 mins
Insights
5 mins
Invite your team and start selling
2 mins
Leads inbox
3 mins
List view
5 mins
Pipeline view
3 mins
Revenue forecast report
2 mins
Revenue forecast view
2 mins
Sales inbox
3 mins
Scheduler
5 min
Smart contact data
2 mins