Sales Documents templates are user specific and cannot be used as a « company template » shared betw
Jean-Patrick HERBUTE
Posts: 22
Sales Documents templates are user specific and cannot be used as a « company template » shared between all registered team members. Who would like them to be cross-user and usable for all company ?
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I mean, in a perfect world, both would be ideal right?
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Hi @Jean-Patrick HERBUTE !
Good news, this is already in our to-do list, take a look here: https://community.pipedrive.com/post/planned-sales-documents-for-teams-5f96b8e20b1c84101ce6631e
Here’s how to stay on top of what’s coming down the line:
* 🔮 Follow "What's Planned" to know what we're working on currently and what’s to come: https://community.pipedrive.com/feed/whats-planned
* 🌟 Follow "What’s New" and don’t miss any new releases: https://community.pipedrive.com/topic/whats-new
* 🧪 Join our "Research and Beta Testing" channel for the chance to try out early versions and give us your opinion about new and improved features before they go live: https://community.pipedrive.com/group/research0 -
Thanks @Inês Batata !!
Lovely feedback, exactly what i expected from PD team !!
I must admit, I didn't take time to go and have a look at the roadmap ... My bad.0 -
@Jean-Patrick HERBUTE No problem, always happy to deliver good news
Now you know where all the gold information is
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Agreed - in a perfect world you'd want both but just being able to create templates that can be shared within the company is ideal.
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Yes, it would be great too share templates within my company
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