I have suggested to Pipedrive that they make it possible to select a file already on the Deal, when

Brian Skov
Brian Skov Posts: 4
edited July 2022 in Ideas and Product Feedback #1
I have suggested to Pipedrive that they make it possible to select a file already on the Deal, when sending an email. So you don't have to download it and then upload again. Do you think that would be useful?

5f44dcc80d441147775931e4_16561.jpg
Tagged:
0
Up
0 votes

· Last Updated -

Comments

  • Guillaume_1141
    Guillaume_1141 Posts: 60
    10 Comments Second Anniversary Combo Breaker Photogenic
    edited August 2020 #2
    Very, very useful and URGENT !
  • Admin_24858
    Admin_24858 Posts: 1
    edited December 2020 #3
    Totally agree. This is very important!
  • Brad Krause_13404
    Brad Krause_13404 Posts: 498
    100 Comments 5 Up Votes
    edited December 2020 #4
    100% It is very cumbersome to first download a file from pipedrive then attach it to an email to send it. This should be very high priority. Maybe there is some technical aspect of the development environment that is preventing this? I actually switched from using Safari to Chrome bause Chrome put the downloaded attachments in the footer of the browser which made it easier to grab and drag to an email. Safari put them in a folder on my computer.
  • Daniel Bedocs
    Daniel Bedocs Posts: 1
    edited May 2022 #5

    This would be extremely useful. We upload plans etc and need to send for approval to client. Can this be done without downloading everything so that we can stay within Pipedrive to send all emails. Otherwise sending an email from pipedrive is pointless unless just a text email

  • Bill Steele
    Bill Steele Posts: 10
    Second Anniversary First Comment Photogenic
    edited January 2022 #6
    I think I asked this before. Seems like a no-brainer.
  • Jonathan Gampert
    Jonathan Gampert Posts: 4
    edited June 2022 #7

    We need this same function badly. downloading and re-uploading files that are already in the deal is taking a lot of time. this feature would be greatly appreciated.

  • Aymeric Soubrouillard
    Aymeric Soubrouillard Posts: 1
    edited May 2022 #8

    Should be a default feature. Pipedrive have a lot of work to improve file management, same for document

Categories