Commercial proposals (templates) sent directly through Pipedrive
Marco Portugal Posts: 1
edited July 2022 in Ideas and Product Feedback #1
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 Posts: 4,052edited October 2020 #2
Hi @Marco Portugal we're working on a feature that does this. Have you already tried it out?