Document File Name Conventions

Erik Christensen
Erik Christensen Member Posts: 41 VERIFIED MEMBER
Fourth Anniversary 25 Up Votes 10 Comments Photogenic
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

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  • Graham Cox
    Graham Cox Member Posts: 155 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

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