Sales document functionality
I am currently implementing the use of Google Docs for my entire team.
There are several issues:
1) Pipedrive only allows to create Google Docs documents and not Google Sheets at all. This poses a problem especially for quotes.
2) I have a problem on some Pipedrive accounts in my company to associate the Google Drive.I regularly get the message: The "Connect with Google" feature has been temporarily disabled for this application. This application has not yet been validated by Google and cannot benefit from the Google Sign-In feature".
I have contacted your chat several times and I still don't have the solution.
I tried everything: Using a window in private browsing, logging out of all Google accounts and including logging out of accounts when Pipedrive synchronizes.
I even went to GSuite to check permissions. They are the same for all accounts. I don't know what to do anymore and I really need help on this point quickly.
We want to get rid of Panda to use this feature before the beginning of October 2020.
3) It's important when working in a team to be able to associate (for those who use GSuite) to point Google Drive to the drive shared by the user.
Because, at the moment, we are obliged to switch to all user accounts and create the templates 1 by 1 on each account. This is very constraining, especially since with this system each salesperson can, if he or she wishes, modify the templates. Outside in a company, the communication is standardized.
I thank you in advance for contacting me quickly to find a solution to point 2 quickly and hope that my remarks can help you to develop your features further.
In this expectation.
Cordially
Comments
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Hello everyone, I come back to my previous post.
Point 2 is solved thanks to Nicolas from the Pipedrive cat.
The points 1 and 3 are improvement leads for the Pipedrive development team.
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SERVICE CLIENTS said:
Hello everyone, I come back to my previous post.
Point 2 is solved thanks to Nicolas from the Pipedrive cat.
The points 1 and 3 are improvement leads for the Pipedrive development team.
Hi @SERVICE CLIENTS , we appreciate your feedback.
I'm happy to hear that Nicolas helped you fix the issue you were having. Our Support team is indeed the most adequate and efficient channel of communication for taking care of technical issues.
It's true that unfortunately at the moment it's not possible to link Sales Documents to a Shared Google Drive or to include other Google products (like Google Sheets) in the documents you generate from Pipedrive.
This feature is still in Beta so it's still under development and I've made sure to send your suggestions to our team for consideration in future developments, as I can see how they could be useful. Thank you for explaining your use cases so clearly, it helps us a lot.
Speaking of which, here’s how to stay on top of what’s coming down the line:
- Follow What’s New and don’t miss any new releases.
- Follow What's Planned to know what we're working on currently and what’s to come.
- Join our Research and Beta Testing channel for the chance to try out early versions of new and improved features. 🚀
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I would like to chime in here too.
We do use a lot of google sheets as well as google slides for our Sales.
I do love this feature which we did not realize though was only google docs, it does pose a problem
Understand that this is in Beta, would greatly appreciate if this feedback can be forwarded
Also yes we have quite a number of documents on shared drive as we operate globally too
Thank you
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