Proposal template

Fatma DRIDI Member Posts: 1
edited July 2022 in Sales CRM #1


am lost and i can't create a proposal template with pipedrive

am using a professionel microsoft account to attach my docuement 

but when i opened it i can't found the pipedrive field to do mapping

i missing some steps am sur can i have some help please

guide, video or suggestion

thanks a lot


  • Mike van der Valk
    Mike van der Valk Product Manager Posts: 3,240
    2500 Comments 100 Likes Third Anniversary 5 Answers
    edited September 2020 #2

    Hi @Fatma DRIDI 

    As this needs some troubleshooting on your account, screenshots back and forward etc, I think it's best if you reach out to our support team via the in-app chat or [email protected] if you haven't done so already. Hope it works out and sorry for the inconvenience!