CRM for Sales Leader Pipedrive Introduces Smart Docs

Pipedrive, the leading CRM for sales and marketing teams, today introduced two new sales documentation features: Smart Docs Basics and Smart Docs Pro. Helping users streamline and automate how their teams create, send, and manage sales-related documents, Smart Docs consolidates the entire sales documentation process remotely and securely in one place, ultimately allowing teams to close deals faster.

“Although sales has gone through tremendous changes in the past year, the goal for all sales teams has remained the same – to meet revenue targets. With the massive shift to digital, Pipedrive supports salespeople with all the tools they need throughout the sales cycle, especially when working remotely,” said Krishna Panicker, VP, Pipedrive. “Without ever having to leave their desk or couch, salespeople are able to find high quality leads, send proposals, communicate with prospects, and get the deal signed. Getting all these things done in one easy to use and intuitive app makes the whole process faster, more efficient and convenient for the salespeople as well as their customers.”

Smart Docs Basics users can create auto-filled templates and offline sales documents that automatically pull information from their CRM – saving time, reducing manual labor and resulting in fewer errors. The documents are automatically tracked, so when a sent quote, proposal, or contract is opened by a customer, users are notified, helping them to take action when the deal is hot. Smart Docs Basics is included in Pipedrive’s Advanced, Professional, and Enterprise plans.

With Pipedrive’s Smart Docs Pro users can:

  • Sign electronically: the new cloud-based eSignatures functionality allows documents to be signed without needing extra software, making the process significantly faster and more secure.
  • Share documents internally: easily grant access of all templates to all users in a central storage location, or apply specific permissions to each document to allow certain colleagues or teams to access
  • Unbranded sending: removes the Pipedrive logo when forwarding docs or requesting eSignatures allowing users to promote their business without any confusion for their customers.

Smart Docs Pro is currently included in Pipedrive’s Professional and Enterprise plan and will be available as an add-on for Advanced plan users beginning summer 2021.

Pipedrive is a top-rated CRM that has won a number of awards. It has been recognized as the “Best Overall CRM Solution in 2020” by MarTech Breakthrough, easiest to use CRM by Motley Fool, ranked #1 by Software Reviews and #2 by the U.S. News & World Report “Best CRM Software in 2020”. Pipedrive is also rated as one of the most popular CRMs with its users. Most recently, Pipedrive won as Category Leader in Gartner Digital Market’s Report and was named to Constellation ShortList for Sales Force Automation. For the past three years, Pipedrive has been included in the highly competitive Forbes Cloud 100 list.

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