How can I try Smart Docs in Pipedrive, and what should I know about its trial and billing?
Smart Docs is a powerful add-on in Pipedrive that enhances document management and template functionality. This article provides an overview of how to try Smart Docs, its trial features, billing policies, and user access.
Overview of Smart Docs
Smart Docs is a paid add-on in Pipedrive designed to streamline document creation, sharing, and management. It includes features like template compatibility testing and e-signatures, making it a valuable tool for businesses.
Trial Features and Limitations
Free Trial Duration: Smart Docs offers a 14-day free trial, allowing you to explore its features without incurring any charges.
Testing Templates: During the trial, you can test your existing templates to ensure compatibility with Smart Docs.
Limitations: The trial may include certain restrictions, such as a reduced signature limit (e.g., up to 5 signatures).
Billing and Subscription Management
Post-Trial Billing: If you do not cancel the add-on before the trial ends, it will automatically convert to a paid subscription, and charges will apply.
Avoiding Charges: To avoid being charged, ensure you remove the Smart Docs add-on from your subscription by day 13 of the trial.
User Access and Permissions
Trial Access for All Users: When you activate the Smart Docs trial, other users in your Pipedrive account will also have access to trial the feature.
Billing Per User: If you decide to purchase Smart Docs, you will need to pay for each user (by seat), as it is not a single-item purchase accessible to all users by default.
How to Activate the Trial
To start your free trial of Smart Docs:
Navigate to the billing page in your Pipedrive account.
Select 'Manage Add-ons.'
Activate the trial for the Smart Docs feature.
Key Takeaways
Smart Docs offers a 14-day free trial to explore its features.
Cancel the add-on before the trial ends to avoid charges.
The trial is accessible to all users in your account, but billing is per user if purchased.
By understanding these details, you can make an informed decision about whether Smart Docs is the right fit for your business needs.