Sales Doc

Marco Govoni
Marco Govoni Member Posts: 163
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edited July 2022 in Research and Beta Testing #1

Hi! I've received an invite to test Sales Doc (directly in my pipedrive account): is it possible to start ?!? :-)

Thanks! @Inês Batata 

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  • Inês Batata
    Inês Batata Posts: 2,209
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    edited February 2022 #2

    Hi @Marco Govoni , we're super happy to see you're excited about this!

    All you have to do is reply to the message with the "arm up" emoji and you'll be automatically included in the list for when we start rolling out the testing. 

     

    image

     

     

  • Marco Govoni
    Marco Govoni Member Posts: 163
    Third Anniversary 100 Comments 5 Up Votes 5 Likes
    edited June 2020 #3
    Inês Batata said:

    Hi @Marco Govoni , we're super happy to see you're excited about this!

    All you have to do is reply to the message with the "arm up" emoji and you'll be automatically included in the list for when we start rolling out the testing. 

     

    image

     

     

    Done :-) and .... waiting ;-)

  • Joseph Valenti
    Joseph Valenti Member Posts: 67
    Third Anniversary 10 Comments 5 Likes Name Dropper
    edited February 2021 #4
    Inês Batata said:

    Hi @Marco Govoni , we're super happy to see you're excited about this!

    All you have to do is reply to the message with the "arm up" emoji and you'll be automatically included in the list for when we start rolling out the testing. 

     

    image

     

     

    Good day @Inês Batata 

    May I request an invitation? (In fact I thought I saw something about docs, but I cannot find it now!). I am very keenly interested in this.

    Joe

  • Inês Batata
    Inês Batata Posts: 2,209
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    edited June 2020 #5
    Inês Batata said:

    Hi @Marco Govoni , we're super happy to see you're excited about this!

    All you have to do is reply to the message with the "arm up" emoji and you'll be automatically included in the list for when we start rolling out the testing. 

     

    image

     

     

    Hello @Joseph Valenti , we appreciate your interest! I'm in touch with the team and will let you know as soon as I hear back from them. 

  • Inês Batata
    Inês Batata Posts: 2,209
    2500 Comments Third Anniversary 25 Likes First Answer
    edited June 2020 #6
    Inês Batata said:

    Hi @Marco Govoni , we're super happy to see you're excited about this!

    All you have to do is reply to the message with the "arm up" emoji and you'll be automatically included in the list for when we start rolling out the testing. 

     

    image

     

     

    Update: @Joseph Valenti you've been added to the list to be an early tester. If all goes according to plan we are aiming towards the end of July.

  • Phillip Hordern
    Phillip Hordern Member Posts: 2
    edited February 2022 #7

    Also need an up date, received an invite to join, sound like a great solution to send direct from PIPEDRIVE quotations - hopefully in Pdf. 

  • Inês Batata
    Inês Batata Posts: 2,209
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    edited June 2020 #8
    Phillip Hordern said:

    Also need an up date, received an invite to join, sound like a great solution to send direct from PIPEDRIVE quotations - hopefully in Pdf. 

    Happy to see you on board, @Phillip Hordern ! We plan to start these tests in late July, so if you've accepted the invitation you'll hear back from us then. 

  • Bilguun
    Bilguun Member Posts: 2
    Third Anniversary Photogenic
    edited February 2022 #9

    I want to sales DOC

  • Inês Batata
    Inês Batata Posts: 2,209
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    edited July 2020 #10
    БИЛГҮҮН Алтангэрэл said:

    I want to sales DOC

    Hi @БИЛГҮҮН Алтангэрэл , thank you very much for your interest!

    Unfortunately we've already run out of free slots for beta testing this feature, but join our Research and Beta Testing channel for more opportunities like this in the future. 

    If all goes according to plan, we expect this feature to be rolled out for users in the Advanced plan and higher in the beginning of August.

  • Jp Valery
    Jp Valery Member Posts: 6
    5 Up Votes
    edited February 2022 #11

    Would love the opportunity to join too :) 

  • Inês Batata
    Inês Batata Posts: 2,209
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    edited July 2020 #12
    Jp Valery said:

    Would love the opportunity to join too :) 

    Hi @Jp Valery  , thank you very much for your interest!

    Unfortunately we've already run out of free slots for beta testing this feature, but join our Research and Beta Testing channel for more opportunities like this in the future. 

    If all goes according to plan, we expect this feature to be rolled out for users in the Advanced plan and higher in the beginning of August.

  • Marco Govoni
    Marco Govoni Member Posts: 163
    Third Anniversary 100 Comments 5 Up Votes 5 Likes
    edited February 2022 #13

    Hi @Inês Batata ! What about new feature as:

    • sales doc
    • new menu navigation
    • zoom integration

    Have you got a forecast for them?

  • Mike van der Valk
    Mike van der Valk Product Manager Posts: 3,242
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    PRODUCT MANAGER
    edited July 2020 #14
    Marco Govoni said:

    Hi @Inês Batata ! What about new feature as:

    • sales doc
    • new menu navigation
    • zoom integration

    Have you got a forecast for them?

    Hi @Marco Govoni unfortunately we can never give out any forecasts. All three are in progress and we hope to deliver them over the next coming weeks/months. However, there's lots of moving pieces that can sometimes speed up or delay delivery so we'd rather be on the safe side with making promises, I hope you understand.

  • Mike van der Valk
    Mike van der Valk Product Manager Posts: 3,242
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    PRODUCT MANAGER
    edited July 2020 #15
    Marco Govoni said:

    Hi @Inês Batata ! What about new feature as:

    • sales doc
    • new menu navigation
    • zoom integration

    Have you got a forecast for them?

    Also @Marco Govoni https://community.pipedrive.com/post/sales-documents-ms-word---usability-tests-5f1ff440ad35bb51d80ac707 

  • Minhaz Moosa
    Minhaz Moosa Member Posts: 45
    10 Comments Second Anniversary 5 Up Votes Name Dropper
    edited February 2022 #16

    Can I have early beta access?

     

    Thanks

  • Mike van der Valk
    Mike van der Valk Product Manager Posts: 3,242
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    PRODUCT MANAGER
    edited August 2020 #17
    Minhaz Moosa said:

    Can I have early beta access?

     

    Thanks

    Hi @Minhaz Moosa I've added you to the group that we'll go live with soon. Hopefully next week!

  • Robert Holder_5946
    Robert Holder_5946 Member Posts: 7
    edited August 2020 #18
    БИЛГҮҮН Алтангэрэл said:

    I want to sales DOC

    I need access to sales docs and originally requested it about 2 years ago.  Is there any way you can add me to the early adopter/tester group? Otherwise I'm going to be forced to either subscribe to a 3rd party service that I don't like or develop a spreadsheet solution.

  • Inês Batata
    Inês Batata Posts: 2,209
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    edited August 2020 #19
    БИЛГҮҮН Алтангэрэл said:

    I want to sales DOC

    Hi @Robert Holder !

    I've reached out to the Product Manager asking her to include you in the beta testing group 🙂 It should start next week, if all goes according to plan.

  • Minhaz Moosa
    Minhaz Moosa Member Posts: 45
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    edited December 2020 #20

    @Mike van der Valk  Thank you :)

  • Marco Govoni
    Marco Govoni Member Posts: 163
    Third Anniversary 100 Comments 5 Up Votes 5 Likes
    edited February 2022 #21

    Hi @Inês Batata ! I'm testing Sales Doc and it's very impressive! But I have a problem: with my Google Doc account it works well, but now it doesn't work with my Office365 account: note that few days ago it worked very well with Office365 (OneDrive)! I've just open ticket with support's people ;-) 

  • Mike van der Valk
    Mike van der Valk Product Manager Posts: 3,242
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited August 2020 #22
    Marco Govoni said:

    Hi @Inês Batata ! I'm testing Sales Doc and it's very impressive! But I have a problem: with my Google Doc account it works well, but now it doesn't work with my Office365 account: note that few days ago it worked very well with Office365 (OneDrive)! I've just open ticket with support's people ;-) 

    Thanks @Marco Govoni during Beta we unfortunately run into these things sometimes, support will help you resolve it asap!

  • Marco Govoni
    Marco Govoni Member Posts: 163
    Third Anniversary 100 Comments 5 Up Votes 5 Likes
    edited August 2020 #23
    Marco Govoni said:

    Hi @Inês Batata ! I'm testing Sales Doc and it's very impressive! But I have a problem: with my Google Doc account it works well, but now it doesn't work with my Office365 account: note that few days ago it worked very well with Office365 (OneDrive)! I've just open ticket with support's people ;-) 

    I know ;-)

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