Sending Confidential Emails via Pipedrive

Brett D
Brett D Member Posts: 1
edited October 2023 in Apps and Integrations #1


At times, we need to send marketing and proposal information to a prospect or client that we would like to disable download/forward/print, etc. for competitive reasons.

Gmail has a "Toggle confidential mode" on it's own, but not the email integrated within Pipedrive, where our sales team is working from all day.

I can't seem to find an app for this. I have been looking at Orange Dox, DocSend, but I want it to be easily integrated into Pipedrive email (and not thousands each month). Nothing overcomplicated, but it would be great to see what materials are being used by sales.

Does any one have experience with this or any suggestions?

Thank you for any input!