Ability to attach files to email directly from deal

Cezary K.
Cezary K. Member Posts: 2 VERIFIED MEMBER
5 Up Votes
edited August 2024 in Ideas and Product Feedback #1

I'm wondering, why there is no possibility to attach files to emails directly from Pipedrive? I can attach a file to person or company or deal, but when I want to send this file with an email, I have to download this file and attach it from my computer. It doesn't make any sense. Can Pipedrive add this kind of function? It will be very helpful.

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Comments

  • AndreaBFF
    AndreaBFF Member Posts: 2 VERIFIED MEMBER
    First Comment

    We just purchased Pipedrive and are in the process of setting it up and beginning to use it. I just assumed you would be able to attach a file into an email from Pipedrive. Finding out I have to continue to save all the files to my computer is very disappointing. I see people have been asking for this feature for many years now. Has it never been added yet or am I missing some way?

  • LunaM
    LunaM Member Posts: 2 VERIFIED MEMBER
    First Comment Photogenic

    I agree. I just ran into this issue myself. I'm a bit gobsmacked to find out that I cannot attach a file that's been uploaded to a deal.

  • Rex Plamann
    Rex Plamann Member Posts: 2 NEW MEMBER
    Third Anniversary First Comment Photogenic

    Hello, I also would like to take a file from contacts and insert it into an email. Very annoying to have to download the file to computer and then attach to email. Please help.

  • Pod23
    Pod23 Member Posts: 2 VERIFIED MEMBER
    First Comment First Anniversary Photogenic

    Yes, This is a BIG problem. You can´t attach files from a contact within a Deal directly to the deal nor to the contact, so you have a the files seperat from the emails. PLUS you CAN´T download the files in bulk, you really have to download EACH one individually. THIS has to be addressed RIGHT AWAY. We don´t need AI Stuff now. We need that to be FIXED ASAP. THANKS