Linking out to Google Docs


We really enjoy using the Smart Docs feature on Pipedrive. It syncs perfectly with our Google Drive and we can share docs from there with team members who don't need Pipedrive access.

One thing I find annoying is that once I've created a Doc using a Template (attached to a Deal, Person, etc.), I want to be able to quickly and easily open that Doc in a new tab. I find the current UX of editing the doc within Pipedrive to be too restrictive. I am often going to my Google Drive to find the document once it has been created and linked appropriately within Pipedrive.

Request: add an "Open in new tab" button that would open the native Google Doc in another tab. This way I can update it using the native Google Doc UX, while keeping the link and view-ability in Pipedrive.

2 votes

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