Need to identify document attached to deal
I need to identify certain documents inside a deal. Like: Drivers License, Signed Contract, Insurance certificate, etc.
Pipedrive by default allows me to upload files but beyond the description I cannot select what type of document it belongs to.
I need to have this identified to later send through an integration to the company's ERP. I cannot leave it up to the user to correctly write the type of document in the description to be able to map the parameters correctly.
In an ideal case, it would also have to be able to indicate that a certain type of document is required to move on to the next phase within the pipeline.
This can be solved, for example, with a document type selector in the upload file modal or the possibility of adding a custom document type field. Can you tell me if this is possible through an app extension or integration?
Thanks you all,