In this video, I show you how to use the Pipedrive Smart Documents feature to easily create documents (quotes, proposals, agreements, invoices) for sending to your leads. Smart Docs helps to reduce friction in your sales process by making it quick and easy for your clients to sign digital documents.
- 0:00 – Intro
- 0:54 – Smart Docs pricing
- 1:15 – Link your cloud storage account
- 1:53 – Creating a document template
- 4:18 – Creating a document from a template
- 5:07 – Sharing your document
- 5:39 – Requesting a signature
- 7:28 – Signing the document (option 1)
- 8:46 – Tracking signatures
- 9:33 – Requesting a signature (option 2)
- 10:57 – Outro
Need help setting up Pipedrive and optimising it for your business? Join my Master Pipedrive program!