Live: Sales Documents + Microsoft Word/OneDrive 📄

Inês Batata
Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
2500 Comments Second Anniversary 5 Likes First Answer
edited August 15 in What's New #1

⚠️ Update: Good news, this is now possible! 🚀 See more here. ⚠️

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We are currently working to make it possible to use the Sales Documents feature with MS Word/Onedrive for users in the Advanced plan and higher. Not just Google Docs anymore!

 

❗In fact, the beta testing program is open, enrol here. Be one of the first to try out an early version and tell us what you think.

 

Here's a sneak peek of what it might look like:

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🧑‍🏫 Learn all about Sales Documents from our Knowledge Base tutorials and with our Academy videos.

 

🕵️ Learn about any of Pipedrive’s features from our Knowledge Base tutorials and our Academy video courses. Simply search for your topic! 

 

🔮 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 of new and improved features.

 

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📝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.

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Comments

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited November 2020 #2

    Good news, this is now live! 🚀 See more here

  • Jorge Martínez Marbán
    edited February 24 #3

    It would be great if we could also upload PDF. Sometimes in a more specialized environment, your quotes are more detailed and for that, you have a template using Microsoft word. Once is finish you create the PDF


    Also Sometimes as consultants, our proposals are presentations not only word documents, So it would be great if we could upload them as PDF format with links on it


    Thanks

    Jorge

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited December 2020 #4

    It would be great if we could also upload PDF. Sometimes in a more specialized environment, your quotes are more detailed and for that, you have a template using Microsoft word. Once is finish you create the PDF


    Also Sometimes as consultants, our proposals are presentations not only word documents, So it would be great if we could upload them as PDF format with links on it


    Thanks

    Jorge

    I can definitely see how PDFs and slide decks would be great additional options in Sales Docs @Jorge Martínez Marbán  - thank you for your input!

    Currently there are no direct plans for it but the team noted down your suggestion for when they'll work on updates again. Speaking of which, here’s how to stay on top of what’s coming down the line: