File Usage & Improvement Roadmap

Jeremy Gulley_11062

Hello all,

A few of my organizations are using the files function more and more. The goal of Pipedrive being a Customer Relationship Management tool and "Home Base" for all your customers interactions is great but, I'm wondering how everyone is managing their client files / projects currently? Does anyone have a better way that seems to work well for their use case? I find that uploading files to Pipedrive isn't a great option as this filter includes attachments from emails between you and the client as well. It seems to be overload by the time a project is done for us because it holds anything with an email signature image and things that we don't need. This makes most of us go back to Google Drive to create a common shared folder to utilize for each "Deal". 

1. I'm hoping there's a better way! Can you give me use cases and example that everyone might use to improve this process? What works? What has been tried and doesn't seem like a great solution?
2. If you could improve the current implementation, what would you like to see? I have my own wish list but, I'm curious to see the needs of the community before I add my own thoughts. I've seen a lot of different mechanisms with other CRM's but, I know there's benefits and fallouts for each.

If I could add a "simple" feature request that would go miles for all my users, it'd be: Emailing from a person, organization or deal would allow you to attach "files" from the current area you're working in. I feel like this would be the first step to making the files stream valuable but, I'd love to hear everyone else's thoughts. 

 

Mike van der Valk

Hi @Jeremy Gulley 

Thanks for sharing. We currently have a team working on files and document management in Pipedrive. Perhaps you've already seen their latest work here: https://support.pipedrive.com/hc/en-us/articles/360010866997-Sales-Documents-BETA-

Anyways, I've forwarded your feedback to them so they can consider it for the future. Thanks for sharing!

Jeremy Gulley_11062

Mike van der Valk said:

Hi @Jeremy Gulley 

Thanks for sharing. We currently have a team working on files and document management in Pipedrive. Perhaps you've already seen their latest work here: https://support.pipedrive.com/hc/en-us/articles/360010866997-Sales-Documents-BETA-

Anyways, I've forwarded your feedback to them so they can consider it for the future. Thanks for sharing!

Hi @Mike van der Valk ,

Thank you so much for the response! You and your team are awesome (which is why I love pipedrive so much). Also, I'm already on Sales Docs Beta and I love the direction it's going. I've also had a call with @Bruno Domingos and couldn't be happier with the work put in on this. I think my concern is more focused on "general data files" that could include any type. The document improvements are amazing but, with all of my client's, they're used to having a location to dump all files related to a "Deal" persay ... Even if you dedicated one Google Drive folder and somehow it searched just this folder based on the deal? Honestly, not sure what this might look like but, I've seen every CRM do this in a multitude of ways. Insightly, for example, will link a dropbox or google drive folder to that person or project. I just find it difficult to find the files I need when the filter is also pulling everything from the email chains including signature .png's and more. No complaints here; just some thoughts!  

Thanks again,

Jeremy

Mike van der Valk

Mike van der Valk said:

Hi @Jeremy Gulley 

Thanks for sharing. We currently have a team working on files and document management in Pipedrive. Perhaps you've already seen their latest work here: https://support.pipedrive.com/hc/en-us/articles/360010866997-Sales-Documents-BETA-

Anyways, I've forwarded your feedback to them so they can consider it for the future. Thanks for sharing!

Thanks for clarifying @Jeremy Gulley I'll share it with the team!

Operations Admin

Hi @Jeremy Gulley  I have the same problem here. I love Pipedrive to have a better file management (under files not SmartDocs), where I could create folders within Deals and Contacts, therefore making it easier for the sales person to handle client files during a renewal process.