Multi-player note-taking via Google Docs displayed natively in the timeline

Eban Tomlinson
Eban Tomlinson Posts: 2
edited July 2022 in Ideas and Product Feedback #1

Our organization frequently has multiple folks working on any given deal due to the scope of technical-design that our sales-org provides. This means that a sales-discovery call might have 2 folks on it at the same time. Of note; Our org uses our Google accounts to logon to PipeDrive

As the ultimate deal-owner, I'd like the ability to use the simultaneous editing features of a Google Doc to take 'multi-player' notes that are then fully represented in the PipeDrive timeline.

To provide greater clarity to this request I could see this being implemented as an 'embedded' mini-Google-Docs editor inside of a PipeDrive note, which when exiting the live-editing mode displayed the resultant text from the doc in the same way that a native PipeDrive note now does. There would be no need to display commentary from within the GoogleDoc, though that'd be a really cool thing if you could.

Our organization values using Google Docs to take our notes because:

  • You can live-edit a document with a co-worker, even if they're remote, which allows the 'note-taker' role to seamlessly flip back and forth between call participants
  • The ability to 'comment' on a particular piece of text is valuable to provide color to the particular word. If for instance a prospect put heavy emphasis on a pain point that wasn't obvious from a transcription, or if the other call participant had a contrasting impression of a note
  • The ability to 'suggest' edits to notes if another call participant had a different recollection or acronym expansion
  • The ability to 'ask questions' of the person leading the call in the notes'
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  • Inês Batata
    Inês Batata Admin Posts: 2,925
    2500 Comments Third Anniversary 5 Likes First Answer
    COMMUNITY MANAGER
    edited February 2022 #2

    Hi @Eban Tomlinson , thank you for such a clear and thorough suggestion! We appreciate it and it really makes our life easier in understanding what the ideal end-goal and process would be for a user. 🙂

    As far as I'm aware we don't have anything quite like this lined up for the future (closest thing would be this: Mentions and Comments (BETA)), but I've made sure your feedback reaches our team for consideration in coming developments, you never know.

    Here are some pro tips to stay on top of things:

  • Eban Tomlinson
    Eban Tomlinson Posts: 2
    edited August 2020 #3
    Inês Batata said:

    Hi @Eban Tomlinson , thank you for such a clear and thorough suggestion! We appreciate it and it really makes our life easier in understanding what the ideal end-goal and process would be for a user. 🙂

    As far as I'm aware we don't have anything quite like this lined up for the future (closest thing would be this: Mentions and Comments (BETA)), but I've made sure your feedback reaches our team for consideration in coming developments, you never know.

    Here are some pro tips to stay on top of things:

    My pleasure. It's the ex-product-manager in me coming through I think.

    Cheers!

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