Commercial proposals (templates) sent directly through Pipedrive

Marco Portugal

It would be great to have an option to send commercial proposals to clients following up on a call. The idea is to make it easier for salespersons to follow-up on the calls and facilitate templates for them to send to specific leads.

Mike van der Valk

Hi @Marco Portugal we're working on a feature that does this. Have you already tried it out?

https://support.pipedrive.com/hc/en-us/articles/360010866997-Sales-Documents-BETA-