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Pipedrive Sales Docs

December was a big month for Pipedrive! Pipedrive now supports eSignatures on sales documents and integrates with cloud storage platforms.
Sales Docs (which is available to users on the Advanced, Professional and Enterprise plans) now enables you to send trackable quotes, proposals, and contracts from Pipedrive. You can create templates that automatically pull in Pipedrive fields data to cut down on manual work and know when your sales documents are opened so you can follow up and close deals faster. When originally launched Sales Docs had an integration with Google Drive. Now it integrates with two more leading cloud storage service platforms: OneDrive and SharePoint. We’ve also added eSignatures, which is available to Professional and Enterprise users. With eSignatures, you can get documents signed using Pipedrive, without needing extra software or having to print and scan copies. eSignatures is currently in Beta.
If you have any questions on how to use these features, please reach out to our team and we will be happy to help!
Questions? Contact tbailey@smartofficeusa.com or call 469-908-8777.

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