Smart Docs

Fresh

by Pipedrive

CRM-integrated document templating, e-signature collection, and document open/view trackingSales reps closing deals who need to send branded quotes or contracts without switching to a separate DocuSign or PandaDoc workflow — included in Premium and UltimateFree tier

Document generation and e-signature add-on that lets reps create quotes, proposals, and contracts from templates pre-populated with CRM deal data, with open tracking and in-app signing.

Features

Visual Kanban Pipelineall plansCustom Fieldsall plansMultiple Pipelinesall plansDeal Rotting Indicatorsall plansTwo-Way Email Sync (Gmail, Outlook)paid onlyWorkflow Automation Builderpaid onlySales Sequences (email + task flows)paid onlyRevenue Forecasting & Forecast Viewpaid onlyReporting & Dashboardsall plansAI Sales Assistant (deal scoring, next-action)all plansAI Email Drafting & Summarizationpaid onlyPulse Lead Scoring & Data Enrichmententerprise onlyLead Routing / Auto Assignmentpaid onlyTeam Goals & Filterspaid onlyPermission Sets & Visibility Groupspaid onlySSO (SAML) & 2FAall plansAudit Logsenterprise onlySandbox Accountenterprise onlyMarketplace (500+ integrations)all plansREST APIall plansRevenue Management (MRR/ARR, installments, subscriptions)paid onlyMessaging Inbox (WhatsApp, Facebook)paid onlyChatGPT Integrationall plansMobile App (iOS & Android)all plansMeeting Scheduler / Calendar Syncpaid only

More from Pipedrive