Getting the new Sales Documents to work.

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James Watson_10279
James Watson_10279 Member Posts: 3
Photogenic First Anniversary
edited July 2022 in Sales CRM #1

I've tried testing out the new Sales Documents feature but it hangs up at the very beginning. It asks me to Log In. When I click the button it opens a new window and I enter in my information.  Then it says "One moment please" then that popup goes away and I'm back to the screen asking me to Log In.

I normally use Mozilla so I tried it on Chrome as well with the same result.

I use many different Google logins. I don't know if that makes a difference somehow.  But I tried it with only the Pipedrive site open, to make sure I wasn't automatically logged in as a different account. Same result.

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  • Jess Stacey
    Jess Stacey Pipedrive Team Posts: 38 PIPEDRIVE TEAM
    5 Likes First Anniversary Name Dropper First Comment
    edited September 2020 #2
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    Hi @James Watson , 

    I'm one of the product managers working on this feature. I'll look into this issue and will be in touch over email. 

    Jess

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