Better document/photo/files management.

Josh Buesking
Josh Buesking Posts: 121
Third Anniversary 100 Comments 25 Likes First Answer
edited July 2022 in Ideas and Product Feedback #1

I would love to be able to upload all of our project photos and documents and have them accessible via pipedrive. Currently we use the deal number that pipedrive creates as folder on google drive. If upload via pipedrive all the files just go into one folder and there's no way to sort through them other than through pipedrive. Why doesn't pipedrive create sub folders so each deal has a document folder?

Is there a better option that syncs better? We currently create about 25 gigs of project pictures/documents a year so I worry that Pipedrive will cut us off and I don't want to have all my eggs in this basket. If we for some reason decide to cancel service ( 4 years subscriber currently) we'd loose all the documents not mention any sort of organization.

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  • Mike van der Valk
    Mike van der Valk Posts: 3,624
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited June 2021 #2

    Hi @Josh we feel your pain and have a team looking into document management already with hopefully some cool improvements coming out next year. I'll pass on your comments to them!

  • Dyno-Pest
    Dyno-Pest Posts: 2
    First Comment
    #3

    Is there an update on document management? I think it would be really helpful to be able to organise files into sub folders within a deal.

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