How to use Pipedrive Smart Docs

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 Want to take full advantage of Pipedrive? Sign up to our Master Pipedrive support program and take Asana to the next level » https://minorco.com/pipedrive Sign up to Pipedrive using my partner link and get an extended trial: https://minorco.com/affiliate/pipedrive Existing users can contact us to get a promo code: https://minorco.com/consulting/pipedrive-extended-trial/ Want to chat first? Book a 30-minute introductory call to learn more about our consulting service: » https://minorco.com/pipedrive Request a quote! Purchase your Pipedrive licenses through MinorCo and receive the best price on your subscription + complimentary support: https://minorco.com/pipedrive-request-a-quote/ Sign up to my newsletter to get regular tips and videos on how to use Pipedrive better » https://minorco.com/newsletter