Sales Documents + MS Word/OneDrive open for BETA testing in Advanced and above!
⚠️ Update: Good news, this is now live! 🚀 See more here. ⚠️
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Hi everyone!
Just to let you know that we are openly accepting beta testers for Sales Documents + MS Word/OneDrive for all companies in Advanced and above.
📩 Please drop us a line to salesdocs@pipedrive.com should you want to take part!
Cheers
Bruno!
Comments
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Hi - this is great! However, wondering if Pipedrive's plan is to have other cloud providers in the development pipeline for this feature ? Or what is the workaround if our company runs off Dropbox, Box or other cloud provider?
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Jazmin Poyser said:
Hi - this is great! However, wondering if Pipedrive's plan is to have other cloud providers in the development pipeline for this feature ? Or what is the workaround if our company runs off Dropbox, Box or other cloud provider?
Even though I pay for G Suite and Microsoft Busines, and can use their storage, I use and prefer Dropbox. I have not found a solution that works better than Dropbox. Many of my customers have accounts, so it is easy to share, and it plays well with Microsoft products. I sync my Dropbox folder to my Google Drive just for Pipedrive and I am very familiar with Google Drive. However, Dropbox is a top-notch product when it comes to storage, file sharing, and the way it syncs your files on your computer. It also works great on mobile.
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@Bruno Domingos I love the expansion from Google Drive to One Drive - etc.
However - as you expand providers, please note that the current mode for anything just uploaded to the Pipedrive top-level folder (without any sort of organizing characteristic) is a big problem regardless of provider.
In my particular example - The pandadoc contract created from a Person just dumps the completed contract into the main folder - it does not create any sort of a Person folder. I haven't played around with it beyond that (so I'm sure there is more to this story) - but it seems to me one shouldn't really ever want to just dump a document to a high-level folder. At a minimum, it should be Person -> [Person Name] or Organization -> [ Org Name] or Deal -> [Deal Name]. I suspect there are a plethora of use cases (corner or otherwise) that I'm not considering. I also believe that the organization folder is created based on another post I read. But generally, an organized structure based on first entity principles should be a hard automatic requirement for any upload FWIW. (cc @Bernd Auer )
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@Jazmin Poyser @Brandon Wood @Jason Prosnitz Good news, this is now live! 🚀 See more here. ⚠️
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@Inês Batata Awesome. I got early access to it only several days ago but have been swamped and havent had a chance to play with it.
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Please sign me up.
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Jazmin Poyser said:
Hi - this is great! However, wondering if Pipedrive's plan is to have other cloud providers in the development pipeline for this feature ? Or what is the workaround if our company runs off Dropbox, Box or other cloud provider?
Thanks for the response @Brandon Wood How do you I sync your Dropbox folder to your Google Drive just for Pipedrive ?
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Inês Batata said:
@Jazmin Poyser @Brandon Wood @Jason Prosnitz Good news, this is now live! 🚀 See more here. ⚠️
Thanks for the notification. But for us, we need Dropbox or Box. Will keep waiting patiently. Cheers
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Jorge Martínez Marbán said:
Please sign me up.
@Jorge Martínez Marbán Beta testing is no longer open as this feature is now live! 🚀 See more here.
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Jorge Martínez Marbán said:
Please sign me up.
thank you
ONe more question Ines, could you please add me to Augmenting Activity List please?Thanks
Jorge
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Jazmin Poyser said:
Hi - this is great! However, wondering if Pipedrive's plan is to have other cloud providers in the development pipeline for this feature ? Or what is the workaround if our company runs off Dropbox, Box or other cloud provider?
I have Google Drive Back up and Sync installed on my Mac and I have it syncing my Dropbox folder "customers". It isn't perfect but works for now
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Inês Batata said:
@Jazmin Poyser @Brandon Wood @Jason Prosnitz Good news, this is now live! 🚀 See more here. ⚠️
Good move but I too am waiting for Dropbox integration
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Jorge Martínez Marbán said:
Please sign me up.
@Inês Batata just an FYI the link posted doesn't work
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Jorge Martínez Marbán said:
Please sign me up.
Hi @Brandon Wood , thanks for the heads up!
It's working fine on my end, can you try again? Here: https://community.pipedrive.com/post/new-onedrive-and-sharepoint-now-in-sales-documents-5fbe434a7885be70ca996a29
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Jorge Martínez Marbán said:
Please sign me up.
I see you've already left a comment expressing your interest to the Product Manager there, but unfortunately the deadline to join was November 13th, as you can see in the post
Don't let this demoralize you: make sure to join our Research and Beta Testing channel for more chances to try out early versions and give us your opinion about new and improved features before they go live. 🚀
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Inês Batata said:
@Jazmin Poyser @Brandon Wood @Jason Prosnitz Good news, this is now live! 🚀 See more here. ⚠️
Thank you for the feedback @Jazmin Poyser and @Brandon Wood , I'll be passing it along internally to our team, even though I can't promise anything. 😉
Here’s how to stay on top of what’s coming down the line:
- 🔮 Follow What's Planned to know what we're working on currently and what’s to come.
- 🌟 Follow What’s New and don’t miss any new releases.
- 🧪 Join our Research and Beta Testing channel for the chance to try out early versions and give us your opinion about new and improved features before they go live.
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