Usage of document templates
Sales NC-Vision
Member Posts: 2 VERIFIED MEMBER
I created a template. Other pipedrive user don't see the template. How can we share templates over all pipedrive users in the company?
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Sorry I don't have an answer, but I have the exact same question
I tried all kinds of shared document links within Google Drive, but none are working at the moment0 -
is any help avaiable ?
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Sales NC-Vision said:
is any help avaiable ?
No help is available as far as I can see
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Hi @Sales NC-Vision and @Pettrie de Bondt
If you go through our support article you can read how to share the document with your colleagues: https://support.pipedrive.com/hc/en-us/articles/360010866997-Sales-Documents-BETA-
If it's not working I'd recommend reaching out to our support team via the in-app chat or support@pipedrive.comSorry about that!
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