Smart Docs
Documents and templates add-on to create shareable, trackable documents and templates.
What it does
Documents and templates add-on to create shareable, trackable documents and templates.
- Sales pipeline management
- Lead management
- Deal tracking
- Sales automation
- Category
- Proposals, demos and enablement
- Users
- Sales teams, Businesses of various sizes
- Public API
- Not offered
Not yet disclosed: deployment options, platforms, languages and support channels.
Pricing
- Free trial$0
Prices as published by Pipedrive, checked Oct 2026.
Security and compliance
As reported by Pipedrive. Ask for audit reports before you buy.
- ISO/IEC 27001Certified
- ISO/IEC 27701Certified
- SOC 2 Type IICertified
- SOC 3Certified
- EU-US DPFCertified
- UK Extension to EU-US DPFCertified
- DORACertified
- EU Data ActCertified
- Audit Logging
- Multi-Factor Authentication
- Access Monitoring
- Secret Management
- Data Backups
- Application Penetration Testing
- Responsible Disclosure
- Software Development Lifecycle
- Secure Development Training
- SecurityScorecard
- Business Continuity Plan (BCP)
- Disaster Recovery Plan (DRP)
- User Access Review
- Internal Single-Sign-On (SSO)
- Cloud Workload Protection
- Endpoint Detection & Response
- Disk Encryption
- DNS Filtering
- Anti-DDoS
- Bot Detection
- Data Loss Prevention
- Insider Threat Program
- Incident Response Program
- Risk Assessments
- Asset Inventories (Hardware/Software)
- Secure Asset Disposal
- Security Awareness Training
- Employee Privacy Training
- SIEM
- Continuous Monitoring
- Automated Alert Response
- Event & Audit Log Management
Reviews
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