Base de conocimientos

Con la función Smart Docs puedes ahorrar tiempo en el proceso de negociación al crear propuestas o cotizaciones directamente desde la vista de detalles del trato. El documento se rellena automáticamente con detalles relevantes del trato, contacto o producto desde la cuenta de Pipedrive.

Después puedes enviar el documento a tu cliente con un enlace que se puede rastrear, y recibir una notificación cuando el prospecto se comunica con tus documentos para saber exactamente qué atención posterior brindarle.

Conexión a tu proveedor de almacenamiento

To start creating documents and proposals for your deals, go to a deal's detail page and click on the Documents tab. You will have the option to upload documents from your device directly or connect to your cloud storage — Google Drive, Microsoft OneDrive, or SharePoint

If you choose to connect to your cloud storage, you will be brought through a flow to grant permission for Pipedrive to access your account. Al conectar con tu proveedor de almacenamiento puedes cargar documentos existentes o plantillas que ya tienes guardadas en tus tratos. Los documentos y las plantillas creados se guardan automáticamente en tu unidad.

Después de conectar tu cuenta, verás la opción para conectar a una unidad personal o compartida como tu ubicación de almacenamiento.

You can also add and disconnect your account by going to Tools and Integrations > Smart Docs and clicking on +add a new account.

Setting up a default shared drive

Admin users will be able to see the Company settings tab in the Smart Docs settings. Here you can choose the default shared storage location to keep all of your team's documents and templates.

Setting up a default shared drive also ensures that when templates are shared with other users, they will be stored in and accessible from the same shared drive. You can also choose to remove the Pipedrive company logo from the documents you share.

You can learn more about how files are stored in this article.

Cómo crear y compartir plantillas

Once you have connected your account, you can start creating documents and proposals for your deals. You can create a document directly, but we recommend first creating a template so you can save time for your future documents.

To create a template from scratch, go to the Documents > Templates tab in a deal's detail view, and click on Document, Spreadsheet, Presentation. You can also import a template from your provider if you already have one saved.

When in the template editor, you can update the template's name, category, and add any Pipedrive deal, contact, product, and time-based fields to fill in the content of your template.

To add Pipedrive fields to your template, you will need to copy and paste the field from the right-hand side of your template editor into the template body. The field will show in brackets "[ ]" in the template and be automatically replaced with the deal data when the template is used for a document.

Adding Product fields

Product fields will only work with a template if they exist inside a product table. To add the product table, first copy and paste the table into your template body. The table will auto-populate with a set of default product fields but you can customize them to your preferences.

Once you have finished editing your template, you can click on Close to save your template or Use to create document to immediately use the template to create a document.

How can I share templates with my team?

You can use advanced template sharing to automatically share the template with other users in Pipedrive. To share a template, open up to edit your template and click on the Permissions tab. There are two different levels of permissions you can give users:

1. Se puede usar esta plantilla: Se puede visualizar la plantilla y usarla para crear documentos nuevos, pero no puedes editar o eliminar la plantilla original.
2. Se puede editar esta plantilla: Se puede visualizar, usar, editar y eliminar la plantilla original.

Once a template has been shared with another user, it will show up in the Shared with me section of the template gallery.

Creación de un documento

To create a document for your deal, click on the Documents tab in a deal's detail view. You will see the options to create a document from a previously created template, create one from scratch with a blank document, spreadsheet, or presentation, or import a document as a PDF file if it has already been created.

You can import pre-created documents from your connected Google Drive, Microsoft OneDrive, or SharePoint account. Documents saved locally can also be uploaded as a PDF from your device.

If you select to create a document from an existing template, click on From Template and click on the template you wish to use. The document editor will appear with all of the Pipedrive fields filled in with the deal's data.

If the deal is missing any field information included in the template used, the field name placeholder will remain in the document. You can customize the name, category, and adjust the content according to the requirements of the document you are working with.

The document will automatically save under your deal as you work.

Para visualizar y compartir tu documento

Google Drive— If you click on the Actions button in the bottom right corner of the document editor, you can share the document, download document as PDF, or delete the document.

• Solicita firmas (Profesional y Corporativo): Solicita firmas desde los documentos de los destinatarios.
• Compartir con enlace: Genera un enlace para compartir con tus clientes o partes interesadas en el trato, una versión PDF de solo lectura del documento. Esto aparecerá en una ventana del navegador una vez que el destinatario lo abra.
• Descargar PDF: Guarda el documento localmente para que lo puedas adjuntar al correo electrónico o enviarlo directamente a tus clientes.
• Eliminar: Elimina tu documento

One Drive and SharePoint— To share your document, you will first have to close your document editor and click on the '...' (more) button on the document created in the detail page.

When you share your document with a link, you will have the option to track views and set up email notifications for when someone opens the document.

Note: if you are on the Professional or Enterprise plan, you will be able to remove the Pipedrive logo from your shared documents (Beta). You can learn more about this functionality in this article.

If you enable the track views option, you can choose to be notified by email when your document is opened for the first time, every time, or never. The email notification will show you when the document was opened, so you can know exactly when to follow up with your prospect.

Once a link has been generated, you will see it saved as a version under the Done section of your deal's detail page with the number of views and the creation time. Once a link has been generated, you will no longer be able to update this version of the document.

If you click on the '...' of the document version, you will see the following options:

• Abrir: Abre el documento para ver la versión solo lectura
• Obtener enlace para compartir: Copia el enlace de la versión para compartirlo fácilmente con clientes y cambia los ajustes del enlace
• Solicita firmas (solo para planes Profesional y Corporativo): Solicita firmas digitales de los destinatarios de los documentos
• Descargar PDF: Descarga un PDF solo para lectura de esta versión
• Eliminar: Elimina tu documento

Can I create more versions of the document?

If your document needs to be revised and updated during the negotiation process, you can easily create more versions to document and keep track of the progress.

To create another version of a document, click on the original document, make the necessary updates, and generate a new link. Once the link is generated, you will see it as Version 2 under your document:

If you want to create another version of a document, it may be a good idea to disable the link for the first version so there are not two live versions of the document. To do so, click on the '...' of the first version and click on Get sharing link > Link enabled to disable the link.