Is there a way to share PDFs with my team?

jhollender
jhollender Member Posts: 33 VERIFIED MEMBER
10 Comments 5 Likes 5 Up Votes
edited January 30 in Sales CRM #1

My sales team needs access to different PDFs to send out as links to leads. I have our SharePoint folder synced with SmartDocs, and I uploaded one PDF to share, but it doesn't let me share to other users.

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Is there a way to share these files through Pipedrive?

It seems like you might only be able to share templates, which are Word docs. Why isn't there a general files shared with me section, like templates has? Am I missing something? We need to be able to share PDFs!

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Answers

  • Tony Xavier
    Tony Xavier Pipedrive Team Posts: 204 PIPEDRIVE TEAM
    25 Answers 100 Comments 25 Likes Second Anniversary
    #2

    Hello @jhollender,

    If your goal is to share the visibility of files like PDFs, the best option would be to use the "Files" section within the detail view, where you can directly upload documents, and they will be visible to all user who has access to the entity (deal, contact etc.)

    However, this doesn't mean that you will be able to generate a link by default, and the best option to share these files would be to download and attach them, which is not always ideal.

    One possible option would be to host these files in SharePoint and add a link to the document to the respective deal for easy sharing of a link.

  • Henriikka from Zimple
    Henriikka from Zimple Member Posts: 18 VERIFIED MEMBER
    Fourth Anniversary 10 Comments First Answer Name Dropper
    edited February 3 #3

    Hi @jhollender

    You can use the Files section in Pipedrive. However, sometimes it's difficult to find all the files saved in Pipedrive. Have a look at OneNode on Pipedrive Marketplace. It's a Pipedrive app that will enable you to link files (including PDFs) to deals, organisations and people, and then search and browse all files easily. It makes document management in Pipedrive a lot more efficient and versatile, and you can link your documents directly from your Sharepoint.

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