Shared Draft Emails

It would be great to be able to automatically share draft emails for shared deals/contacts/etc. In the spirit of teamwork on deals, collaborating on communications is critical. Kinda mission critical for us and oddly absent from the platform.

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  • Mike van der Valk
    Mike van der Valk Posts: 4,389 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited February 24 #2

    Hi @Oliver Lubin 

    When you create a draft email it's actually saved on the contact/deal here under the planned section. Is this what you mean or did I misunderstand you?

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  • Tim Nguyen
    Tim Nguyen Posts: 5
    edited December 2020 #3

    Hi @Oliver Lubin 

    When you create a draft email it's actually saved on the contact/deal here under the planned section. Is this what you mean or did I misunderstand you?

    image

    Yes, the draft is saved, but what I think @Oliver Lubin means is that the draft can not be viewed by other users in the company. We are also missing this functionality @Mike van der Valk.

  • Mike van der Valk
    Mike van der Valk Posts: 4,389 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited December 2020 #4

    Hi @Oliver Lubin 

    When you create a draft email it's actually saved on the contact/deal here under the planned section. Is this what you mean or did I misunderstand you?

    image

    Hi @Tim Nguyen reading back the post that's indeed probably what was meant here. Sorry for misunderstanding! Going to pass on this feedback to our teams 🚀

  • Tim Nguyen
    Tim Nguyen Posts: 5
    edited December 2020 #5

    Hi @Oliver Lubin 

    When you create a draft email it's actually saved on the contact/deal here under the planned section. Is this what you mean or did I misunderstand you?

    image

    Thank you @Mike van der Valk!

  • Theresa Shepherd
    Theresa Shepherd Posts: 6
    edited June 2021 #6

    Yes, that would be great, if we could collaborate on drafts as a team

     

  • Christian Beck
    Christian Beck Posts: 2
    edited March 14 #7

    Bumping this. As we've started utilizing email from within Pipedrive, my team wants to give each other feedback on emails. Saving drafts and sharing right in PD would be awesome.