Sales Document AUTOMATION Suggestion

Carlos Rodrigues_25660
Carlos Rodrigues_25660 Posts: 2
edited May 2022 in Ideas and Product Feedback #1

Hi Pipedrive team,

Mi sales team is equipped with mobile devices only at the moment, is there a possibility that you could include ALL the options available in the desktop version INTO the mobile version? if not, as currently is not possible to create Documents from templates from the Google Drive in a Mobile device, would there be a way to automate the creation of the document and sending thru e-mail to the Deal Owner.?

 

This would be IDEAL, ASAP.! Please help us out.! 

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  • Boris Tsibelman
    Boris Tsibelman Posts: 999
    1000 Comments Second Anniversary First Answer Combo Breaker
    edited January 2021 #2

    Try to see if maybe it works on mobile, but in the browser rather than inside the app.

  • Mike van der Valk
    Mike van der Valk Posts: 4,058
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited February 2021 #3

    Hi @Carlos Rodrigues unfortunately not everything on the desktop is also available on the mobile app. I'll pass along to our teams however this is what you'd like and then highlight especially the sales documents feature.

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