Drafting mails from PipeDrive: layout issues

Evi Degheldere
Evi Degheldere Posts: 2
edited May 30 in Sales CRM #1

How are you experiencing drafting mails from Pipedrive and do you have any solutions on layout-issues?

I feel limited by the lack of any editing possibilities regarding fonts, sizes etc. Especially when copy-pasting text from other sources.

Ps.: advanced license

Comments

  • Markree
    Markree Posts: 6
    Second Anniversary First Comment
    edited January 2021 #2

    Using the T to remove all formatting is the only way to be sure your emails will have a standard font through out . 

  • Desiree Morton
    Desiree Morton Posts: 39
    edited February 25 #3

    Hi 

    one of our bigger issues with Pipedrive email is the esignature as we cannot configure it to our own. such as colour font etc 

  • Vladimir Dubakin
    Vladimir Dubakin Ex-Pipedrivers Posts: 101
    Pipedrive Employee
    edited January 2021 #4

    Hi 

    one of our bigger issues with Pipedrive email is the esignature as we cannot configure it to our own. such as colour font etc 

    @Pipedrive Fairy 

    What you can do - you can try pasting your signature into a Word document and when it is ready -  then pasting it into a signature section of Pipedrive.

    If that does not work out, indeed, not everything is supported (hyperlinks f.e.) in the signature section.

    But, feel free to reach out to [email protected] or using in-app chat to try to further work on adding it to signature.

    But, if you tried before with support - please leave a feedback with them!

    Thank you in advance,

    Kind regards,

    Vladimir

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited January 2021 #5

    Hi @Evi Degheldere @Markree Wedding Team @Pipedrive Fairy , thank you for your feedback!

    Follow the instructions on the header of this post and you'll get more formatting options. 🚀

    Meanwhile, here’s how to get notified about what’s coming down the line:

  • Evi Degheldere
    Evi Degheldere Posts: 2
    edited February 2021 #6

    Thank you! 

    Update: for those not wanting to click to the other discussion, reach out to PipeDrive support to activate email formatting for your users :)

  • Hannes Kofler
    Hannes Kofler Posts: 6
    edited March 2021 #7

    Absolutely necessary. When we use fields the font is always different from the content font of the email. It just looks unprofessional when we send such emails. We basically cannot use the templates as much as we would like. Pleas make these things a priority. 

  • Markree
    Markree Posts: 6
    Second Anniversary First Comment
    edited February 25 #8

    high light and use the T button at the bottom to clear all formatting . not perfect but a solution 

  • Hannes Kofler
    Hannes Kofler Posts: 6
    edited March 2021 #9

    high light and use the T button at the bottom to clear all formatting . not perfect but a solution 

    unfortunately not, because we use a special font for all signatures and the fields are not adaptable.

  • Markree
    Markree Posts: 6
    Second Anniversary First Comment
    edited February 25 #10

    We have almost been beaten by this and after 15 months of PD are considering swapping our font to match PD so that outlook and PD emails have the same font .

     

  • Hannes Kofler
    Hannes Kofler Posts: 6
    edited March 2021 #11

    We have almost been beaten by this and after 15 months of PD are considering swapping our font to match PD so that outlook and PD emails have the same font .

     

    I am actually about to talk to the marketing department and ask them if we can make an exception with PD...  only so that we can have ONE font for the whole email...