Knowledge Base/Features/Smart Docs/What is the differenc...

What is the difference between Smart Docs and Smart Docs Pro?

Jenny Takahara, April 12, 2021

If you are on the Advanced, Professional, or Enterprise plans, you will have access to our Smart Docs functionality. The Smart Docs feature comes in Smart Docs Basics and Smart Docs Pro.

Smart Docs Basics include the ability to create and share company-wide documents to send directly to your customers. You can read more about Smart Docs Basics in this article.

Smart Docs Pro is for our Professional and Enterprise plan users and will include all of the features in Smart Docs Basics as well as the eSignatures, unbranded sending, and internal team sharing functionalities.

  • eSignatures— Allow recipients of your shared documents to legally sign them electronically, no plugins needed. More information on eSignatures here.
  • Unbranded sending— Remove the Pipedrive logo when forwarding your docs or requesting eSignatures. More information on unbranding your documents here.
  • Internal team sharing— Permit other users on your account to use your saved templates and documents.
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