Planned: Sales Documents for teams 📄 🧑🏽‍🤝‍🧑🏼

Inês Batata

Pipedrive knows that composing a proposal is in most cases a joint task involving several people in a team or organisation, sharing documents, content, insights and contributing with their knowledge to present a client with the most compelling offer. 

Currently, Sales Documents doesn’t fully support this internal process that happens prior to the document being sent to the client. But that's going to change!

 

With Sales Documents for teams you'll be able to:

• turn Sales Docs into a team-centred tool to close deals faster
• guarantee that teams have the necessary access to shared drives, templates and content
• create documents in an easy flow
   

🧑‍🏫 Learn more about Sales Documents from our our Academy video and our Knowledge Base.

 

❓What's the first type of collaborative doc this will benefit in your company?


📝Please note 📝

Pipedrive reserves the right to modify and update the features in the What's planned?  topic and does not communicate exact timelines for delivery.

Jonathan Polyblank

When will this be rolled out?

Inês Batata

Jonathan Polyblank said:

When will this be rolled out?

Hi @Jonathan Polyblank !

We aren't very keen on giving out ETA's as things in software development can sometimes go significantly quicker or slower as expected. It's in progress and we hope to deliver over the next coming months, but as I hope you understand this can change if we hit some bumps in the road.

Here’s how to stay on top of what’s coming down the line:

• Join our Research and Beta Testing channel for the chance to try out early versions of new and improved features.
• 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.

Philipp Schmidt

Hi, will your aim be to offer a comparable feature set to for example Panda Docs?

Inês Batata

Philipp Schmidt said:

Hi, will your aim be to offer a comparable feature set to for example Panda Docs?

Hi @Philipp Schmidt , thank you for your interest! Can you specify what type of features you'd be looking for?

What I can tell you right now is that there's more to come. 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 and give us your opinion about new and improved features before they go live.

Valerio Tavano

Hi @Inês Batata ,

Hope this question finds you well.

Is it possible to share a document template across the team?

Thank you

Inês Batata

Valerio Tavano said:

Hi @Inês Batata ,

Hope this question finds you well.

Is it possible to share a document template across the team?

Thank you

Not at the moment @Valerio Tavano , but stay tuned... See all you can do right now with Sales Documents here.

 

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.
• 🔎 Learn all about any of Pipedrive’s features from our Knowledge Base tutorials in your preferred language and our Academy video courses. Simply search for your topic!

 

Jörgen Sjöstrand_231

This sounds promising, especially the part "create documents in an easy flow" for me to get the teams to use templates to send and remind of tenders towards the customers it must be as efficient and easy to use as the dedicated competitors are today.

Inês Batata

Jörgen Sjöstrand said:

This sounds promising, especially the part "create documents in an easy flow" for me to get the teams to use templates to send and remind of tenders towards the customers it must be as efficient and easy to use as the dedicated competitors are today.

We're working on it! 💪

Cameron Greenburg

Hi Ines, 

Any update on how close this is? It has been a few months so I thought I would check in. 

Benjamin Langer

@Inês Batata Hi, do you guys have any ETA on this one? Without this feature, updating templates is quite tedious. Thank you very much 💪