Job Cards

Andrea van Schalkwyk
Andrea van Schalkwyk Member Posts: 7 VERIFIED MEMBER
Second Anniversary Photogenic First Comment 5 Up Votes
edited May 23 in Workflow Automation #1

Hey :) Can we create job cards on the Pipedrive app? or even an editable pdf document?

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Answers

  • Leonardo Zimmermann
    Leonardo Zimmermann Pipedrive Team Posts: 150 PIPEDRIVE TEAM
    100 Comments 5 Answers Second Anniversary Pipedrive Team
    #2

    Hey, @Andrea van Schalkwyk!

    I am not entirely sure how you would like these job cards to work within your operation, but my first suggestion would be checking our Smart Docs feature to try and understand if it will be able to get you what you need.

    If Smart Docs does not do the trick, I suggest reaching out to our Support Team so that you can share further details of what you need and they can assist you accordingly.

    Thank you.

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