{"id":7339,"date":"2024-02-21T17:19:32","date_gmt":"2024-02-21T15:19:32","guid":{"rendered":"https:\/\/www.imanta.io\/blog\/document-management-and-tracking-with-pipedrive\/"},"modified":"2024-02-21T17:19:32","modified_gmt":"2024-02-21T15:19:32","slug":"document-management-and-tracking-with-pipedrive","status":"publish","type":"post","link":"https:\/\/www.imanta.io\/en\/blog\/document-management-and-tracking-with-pipedrive\/","title":{"rendered":"Document management and tracking with Pipedrive"},"content":{"rendered":"<h2 id=\"h2_0\">Smart Docs, your ally in document management<\/h2>\n<p>This Pipedrive feature <strong> saves<\/strong> you <strong> a great deal of time<\/strong> by allowing you to be more effective in <strong>  the management and processing of the documents you use on a daily basis.<\/strong><\/p>\n<p><strong>Smart Docs<\/strong> is a set of tools that focuses<strong>on automating the creation, sending, management and even the electronic signature<\/strong> of various documents that you use, such as <strong>quotes or contracts<\/strong>.<\/p>\n<p>Some <strong>key features of Smart Docs<\/strong> are:<\/p>\n<ul>\n<li>50% faster quote creation with auto-fillable documents.<\/li>\n<li>Traceability and tracking of quotations.<\/li>\n<li>Signing contracts and requesting signatures without printing and scanning a single piece of paper.<\/li>\n<li>Cost and time reduction with online documents for the whole team.<\/li>\n<li>Support for PDF format, Google Spreadsheets and Google Presentations.<\/li>\n<li>Ability to remove the Pipedrive logo from all documents.<\/li>\n<\/ul>\n<p><strong>Learn more about<\/strong> Smart Docs <a href=\"https:\/\/www.imanta.io\/en\/blog\/smart-docs\/\"><strong>here<\/strong><\/a>.<\/p>\n<h2 id=\"h2_1\">How to trace a document?<\/h2>\n<p>One of the key features of SmartDocs is the  <strong>possibility of tracking the opening of documents in real time.<\/strong><\/p>\n<p>Once you have created a document and <strong>shared it with a link, there is the possibility to monitor the views<\/strong> of the documents you have sent by setting up email notifications when someone opens the document.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/www.imanta.io\/wp-content\/uploads\/2024\/02\/1_rastreo_de_docuemntos_pipedrive.png\" alt=\"1_dipedrive_docuemnt_tracking\"><\/p>\n<p><strong>Enabled the option<\/strong> to receive notifications to monitor document views, <strong>you receive an email notification with three options<\/strong> you can choose from: <strong>when someone opens the document for the first time, every time the document is opened or never. <\/strong> <\/p>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/www.imanta.io\/wp-content\/uploads\/2024\/02\/2_rastreo_de_documentos_pipedrive.png\" alt=\"2_pipedrive_document_tracking\" width=\"565\" height=\"518\"><\/p>\n<p>It is important to note that Pipedrive<strong> complies with the requirements of the GDPR<\/strong>, therefore <strong>it is only possible to track<\/strong> document <strong>views<\/strong> that have been created with the Smart Docs functionality <strong>if the recipient has granted permission to do so. <\/strong> <\/p>\n<p><strong>The user sees the permissions when they receive a document link<\/strong>, upon opening the document they may see a notification <strong>requesting their permission to track and store cookies<\/strong> and it is<strong> only with this approval that Pipedrive begins tracking views <\/strong>.  <\/p>\n<p><img decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/www.imanta.io\/wp-content\/uploads\/2024\/02\/3_gestion_de_documentos_pipedrive.jpg\" alt=\"3_document_management_pipedrive\" width=\"553\" height=\"182\"><\/p>\n<h2 id=\"h2_2\">Streamline your document management processes with Pipedrive<\/h2>\n<p>If you want to try <a href=\"https:\/\/app.pipedrive.com\/affiliate\/pdp-imanta?utm_content=copy_text&amp;utm_medium=partners_program&amp;utm_source=Avenita%20Tolosa%2079%202%C2%BA%20B&amp;utm_term=pdp-imanta\" target=\"_blank\" rel=\"noopener\"><strong>Pipedrive 30 days free of charge<\/strong><\/a>enter this <strong><a href=\"https:\/\/www.imanta.io\/en\/blog\/pipedrive-promo-code-enjoy-30-days-for-free\/\">Pipedrive promo code<\/a> when you create your account: pdp-vilarroig.<\/strong> And to create the account, <strong>follow this <a href=\"https:\/\/app.pipedrive.com\/affiliate\/pdp-imanta?utm_content=copy_text&amp;utm_medium=partners_program&amp;utm_source=Avenita%20Tolosa%2079%202%C2%BA%20B&amp;utm_term=pdp-imanta\" target=\"_blank\" rel=\"noopener\">link<\/a>.<\/strong> You can also <a href=\"https:\/\/www.imanta.io\/en\/contact\/\"><strong>contact us<\/strong><\/a> to help you in choosing or accelerating the use of Pipedrive if you are already using it.<\/p>\n<div><a href=\"https:\/\/app.pipedrive.com\/affiliate\/pdp-imanta?utm_content=copy_text&amp;utm_medium=partners_program&amp;utm_source=Avenita%20Tolosa%2079%202%C2%BA%20B&amp;utm_term=pdp-imanta\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" style=\"display: block; margin-left: auto; margin-right: auto;\" src=\"https:\/\/www.imanta.io\/wp-content\/uploads\/2024\/02\/pipedrive_prueba_gratis_by_imanta.png\" alt=\"pipedrive_free_test_by_imanta\"> <\/a><\/div>\n","protected":false},"excerpt":{"rendered":"<p>With Pipedrive you can streamline your work time with documentation thanks to its functionalities that allow you to track and manage all your files from one place in an efficient and hassle-free way.<\/p>\n","protected":false},"author":2,"featured_media":1181,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[124,125,141],"tags":[],"class_list":["post-7339","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-pipedrive-en","category-pipedrive-functionalities","category-pipedrive-promo-code"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.imanta.io\/en\/wp-json\/wp\/v2\/posts\/7339","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.imanta.io\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.imanta.io\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.imanta.io\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.imanta.io\/en\/wp-json\/wp\/v2\/comments?post=7339"}],"version-history":[{"count":0,"href":"https:\/\/www.imanta.io\/en\/wp-json\/wp\/v2\/posts\/7339\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.imanta.io\/en\/wp-json\/wp\/v2\/media\/1181"}],"wp:attachment":[{"href":"https:\/\/www.imanta.io\/en\/wp-json\/wp\/v2\/media?parent=7339"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.imanta.io\/en\/wp-json\/wp\/v2\/categories?post=7339"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.imanta.io\/en\/wp-json\/wp\/v2\/tags?post=7339"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}