Usage of document templates
Sales NC-Vision Posts: 2
I created a template. Other pipedrive user don't see the template. How can we share templates over all pipedrive users in the company?
Pettrie de Bondt Posts: 3edited February 2021 #2
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
Sales NC-Vision Posts: 2edited February 2022 #3
is any help avaiable ?0
Pettrie de Bondt Posts: 3edited February 2021 #4Sales NC-Vision said:
is any help avaiable ?
No help is available as far as I can see0
Mike van der Valk Posts: 4,052edited February 2021 #5
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 [email protected]
Sorry about that!0