Proposal template

Fatma DRIDI
Fatma DRIDI Posts: 1
edited July 24 in Sales CRM #1

Hello

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

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Comments

  • Mike van der Valk
    Mike van der Valk Posts: 4,389 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    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!