Exporting email templates

J. David Green
J. David Green Member Posts: 1 VERIFIED MEMBER
edited July 2022 in Ideas and Product Feedback #1

Rather than copying and pasting email templates  one at a time,, it would be better to be able to export all for editing in word or google docs, where there are better editing tools and where reading a cadence for flow/continuity is easier.

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  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,063 PIPEDRIVE TEAM
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    edited September 2020 #2

    Thanks for sharing @J. David Green what type of edits are you doing there? I can pass it on to our team as a suggestion to look into.

  • Travis Waycott
    Travis Waycott Member Posts: 14 VERIFIED MEMBER
    Fourth Anniversary 10 Comments Photogenic
    edited February 2022 #3

    I also think this is a great idea as we have a number of email templates that are similar to each other and it would be easier to edit them in word.  I also just went to send an email template and the template box was empty.  Obviously a glitch as I closed and reopened and there they were, but it would be nice to have a backup of said templates......just in case.... :)

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,063 PIPEDRIVE TEAM
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    edited November 2021 #4
    Travis Waycott said:

    I also think this is a great idea as we have a number of email templates that are similar to each other and it would be easier to edit them in word.  I also just went to send an email template and the template box was empty.  Obviously a glitch as I closed and reopened and there they were, but it would be nice to have a backup of said templates......just in case.... :)

    thanks for chiming in @Travis Waycott we'll always have backups you can request via support but anyways, I've passed on your suggestions to our team!

  • Jessica Allen_12381
    Jessica Allen_12381 Member Posts: 1 VERIFIED MEMBER
    edited May 2022 #5

    Is this possible yet?

  • Xavier-Pierre Jego
    Xavier-Pierre Jego Member Posts: 3 VERIFIED MEMBER
    First Comment Photogenic
    edited May 2022 #6

    Would be great to have an update on that functionality. 

    Also, would be great to have a management functionality of the template such as dossiers! 

  • Andgle
    Andgle Member Posts: 1 VERIFIED MEMBER
    First Comment
    #7

    This is actually important, for back up purposes.

  • iamted
    iamted Member Posts: 2 VERIFIED MEMBER
    First Anniversary Name Dropper Photogenic First Comment
    #8

    Also would like this functionality. I'm finding that creating mulitple variations of a similar email template is very tedious using the manage templates function. It would be much faster and easier to edit email templates natively in Google Docs like you can with the Smart Docs feature.

  • John Marsh_13033
    John Marsh_13033 Member Posts: 25 VERIFIED MEMBER
    Third Anniversary 10 Comments Name Dropper Photogenic
    #9

    me too. any update on exporting all of our templates?

  • iamted
    iamted Member Posts: 2 VERIFIED MEMBER
    First Anniversary Name Dropper Photogenic First Comment
    #10

    @Mike van der Valk , is this a feature your team is considering adding? Would you mind sharing an update, please?

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,063 PIPEDRIVE TEAM
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    #11

    Hi @iamted

    Currently we are not planning on adding this functionality in the near future as we are focusing on enabling better ways to organise the sales inbox and delivering the ability to sync multiple email accounts and having a shared inbox.

    We do see the problem users have and why you want to export this information in the first place. I've passed it on to the team working on Emailing functionality and they said that towards the end of the year there will be more bandwidth to look into these areas but we can't make any promises if it will be prioritised over other requests that are coming in around the emailing area. Thanks for sharing!

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