Drafting mails from PipeDrive: layout issues
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
Desiree Morton Posts: 32edited February 2022 #3
one of our bigger issues with Pipedrive email is the esignature as we cannot configure it to our own. such as colour font etc0
Vladimir Dubakin Posts: 95edited January 2021 #4Desiree Morton said:
one of our bigger issues with Pipedrive email is the esignature as we cannot configure it to our own. such as colour font etc
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,
Inês Batata Admin Posts: 2,925edited 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:
- 🔮 Follow What's Planned to to know what we're currently working on and what’s to come.
- 🌟 Follow What’s New and don’t miss any new release announcements.
- 🧪 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.
Evi Degheldere Posts: 2edited February 2021 #6
Update: for those not wanting to click to the other discussion, reach out to PipeDrive support to activate email formatting for your users0
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.0
edited March 2021 #9Markree Castle Events said:
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.0
edited March 2021 #11Markree Castle Events said:
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...0