Document File Name Conventions

Erik Christensen
Erik Christensen Member Posts: 42 VERIFIED MEMBER
Fourth Anniversary 25 Up Votes 10 Comments 5 Likes
edited June 2023 in Ideas and Product Feedback #1

Please allow us to set a schema for naming files that Pipedrive generates.

We need to ensure consistency on our Drive for file names and require the ability to have titles predefined using placeholders.

eg. DealName - Estimate - Deal ID

Tagged:
3
Up
3 votes

Active · Last Updated

Comments

  • Graham Cox
    Graham Cox Member Posts: 149 VERIFIED MEMBER
    100 Comments Second Anniversary 25 Likes 5 Up Votes
    #2

    +1 for this. I always have to rename files generated in smart docs

Categories