Case Study: Sellto achieves 3x efficiency and cuts document management costs by 58% with Pipedrive Smart Docs

How Pipedrive and Smart Docs helped Sellto radically improve efficiency

Sellto turned to Pipedrive when it needed a better way to handle quotes, proposals, contracts, and document management. After trying Pipedrive’s Smart Docs, the team found a simpler alternative to its previous document management tool and a way to consolidate several business processes in one CRM.

Using Pipedrive and Smart Docs, Sellto was able to auto-populate custom document templates with lead data as deals moved through the pipeline. Pipedrive helped make the process three times more efficient and cut customer and document management costs by 58%, while also allowing Sellto to cancel its previous subscription.

Sellto

Stefan Blendulf

Owner and Founder