Beta testers needed for Sales Documents sharing and storing improvements

Jess Stacey
Jess Stacey Pipedrive Team Posts: 38 PIPEDRIVE TEAM
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edited September 23 in What's New #1
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Easily share templates with your team in Pipedrive

UPDATE: Thanks for all the interest in testing this feature! I am no longer monitoring this thread, so if you have feedback or would like to be included in testing please email my team at  salesdocs@pipedrive.com 🙂

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Hi everyone, 

We've been making some big improvements to the Sales Documents feature, making it easier for you to share your templates with others in your team, and giving you the option to select a central shared storage location where all your documents and templates are stored. 

Right not we're looking for keen beta testers to try out the feature and provide us with feedback. Please leave a comment in this post to be included IF you meet the following requirements:

  • You have Pipedrive Professional or Enterprise plan
  • You have access to Shared Drives in Google (available on GSuite business and enterprise plans), OR have access to Microsoft SharePoint sites (available in all Microsoft 365 business plans)

Looking forward to sharing this with you! 

Jess

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Comments

  • Davey S
    Davey S Member Posts: 3 VERIFIED MEMBER
    First Comment
    edited February 2022 #2

    Would it be possible to have real signature's on the document?

     

    Kind like https://signaturit.com

  • Brandon Ingram
    Brandon Ingram Member Posts: 24 VERIFIED MEMBER
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    edited March 2021 #3

    Yes please.

  • Erik Christensen
    Erik Christensen Member Posts: 41 VERIFIED MEMBER
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    edited March 2021 #4

    I'd like to give it a go.

     

    What would make this killer though is not having duplicates of all our google drive templates being made.

  • Laura Day
    Laura Day Member Posts: 7 VERIFIED MEMBER
    5 Up Votes
    edited March 2021 #5

    Very keen to be included if possible.  Thanks

  • Brad Krause_13404
    Brad Krause_13404 Member Posts: 366 VERIFIED MEMBER
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    edited March 2021 #6

    We have sharepoint and would like to test.

  • Philipp Riederle
    Philipp Riederle Member Posts: 21 VERIFIED MEMBER
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    edited March 2021 #7

    Count us in! We are planning the migration to Pipedrive. What we are desperately missing is the support of a shared document and template library. So this is EXACTLY the feature we are missing. We use M365 and shared Sharepoint folders.

  • Martin Sandén
    Martin Sandén Member Posts: 25 VERIFIED MEMBER
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    edited February 2022 #8

    I am interested

  • Jasper den Hartog
    Jasper den Hartog Member Posts: 20 VERIFIED MEMBER
    10 Comments
    edited March 2021 #9

    Yes. Count us in. Using in sharepoint currently. 

  • James Tibert
    James Tibert Member Posts: 2 VERIFIED MEMBER
    edited March 2021 #10

    Yes please!

  • Jörgen Sjöstrand_231
    Jörgen Sjöstrand_231 Member Posts: 81 VERIFIED MEMBER
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    edited February 2022 #11

    Will this beta include other improvements than shared templates?

    Like emailing of agreements and reminders.

  • Jess Stacey
    Jess Stacey Pipedrive Team Posts: 38 PIPEDRIVE TEAM
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    edited February 2021 #12
    Davey S said:

    Would it be possible to have real signature's on the document?

     

    Kind like https://signaturit.com

    Hi Davey, we'll take this feedback on board. 

  • Jess Stacey
    Jess Stacey Pipedrive Team Posts: 38 PIPEDRIVE TEAM
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    edited February 2021 #13
    Martin Sandén said:

    I am interested

    Hi Martin, I'm afraid at the moment this beta test is only open to our Professional plan users. 

  • Jess Stacey
    Jess Stacey Pipedrive Team Posts: 38 PIPEDRIVE TEAM
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    edited February 2021 #14
    Jörgen Sjöstrand said:

    Will this beta include other improvements than shared templates?

    Like emailing of agreements and reminders.

    Hi Jörgen, 
    Direct emailing and reminders are not included in this release (but they are in the roadmap). Let me know if you would still like to be included in the testing. 
    Jess

  • Jess Stacey
    Jess Stacey Pipedrive Team Posts: 38 PIPEDRIVE TEAM
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    edited February 2021 #15

    Thanks for all the responses so far. I will be emailing further details and instructions to beta testers next week. 

    Jess

  • Michiel Vermeulen
    Michiel Vermeulen Member Posts: 7 VERIFIED MEMBER
    First Comment
    edited February 2021 #16

    Can I test the document feature? Would be nice.

  • Gerson Andrade
    Gerson Andrade Member Posts: 13 VERIFIED MEMBER
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    edited February 2022 #17

    Hi @Jess 

    We have been working a lot with sales docs to generate quotes, while we had some conversations with your colleagues and provided input's.

    We use onedrive and our plan is Advanced.

    Can you please share if the improvements will be available for Advanced plan? 

    As of today, we need to have several templates because centralized template feature is not available, it would be good to know if this will be fixed for Advanced plan.

    I'm happy to help in whatever necessary.

    Thanks.

  • Bjørn-Henning Opheim
    Bjørn-Henning Opheim Member Posts: 56 VERIFIED MEMBER
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    edited February 2021 #18

    I would love to have a go. Using GSuite.

  • Jörgen Sjöstrand_231
    Jörgen Sjöstrand_231 Member Posts: 81 VERIFIED MEMBER
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    edited February 2021 #19
    Jörgen Sjöstrand said:

    Will this beta include other improvements than shared templates?

    Like emailing of agreements and reminders.

    Thanks, but those parts are crucial so I join in the Beta test later when those are up. 

    Another great feature is that we can adapt those Emails with text and pictures, so its not just standard "Remember to sign!"   that scares away customers, personalized email reminders are a killer feature :)   Thanks for al the improvements so far! 

  • Kendra Davies
    Kendra Davies Member Posts: 4 VERIFIED MEMBER
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    edited February 2021 #20

    Very Interested! See a lot of value in this! 

  • Jess Stacey
    Jess Stacey Pipedrive Team Posts: 38 PIPEDRIVE TEAM
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    edited February 2021 #21
    Gerson Andrade said:

    Hi @Jess 

    We have been working a lot with sales docs to generate quotes, while we had some conversations with your colleagues and provided input's.

    We use onedrive and our plan is Advanced.

    Can you please share if the improvements will be available for Advanced plan? 

    As of today, we need to have several templates because centralized template feature is not available, it would be good to know if this will be fixed for Advanced plan.

    I'm happy to help in whatever necessary.

    Thanks.

    Hi Miguel,

    At this point in time I'm afraid we are only testing with Professional plan users. However we are researching the option for Advanced plan users to also access this functionality, and my colleagues will be in touch with you when this is available. 

    In the meantime we appreciate the feedback and input you've provided so far. 

    Many thanks,

    Jess

  • Jess Stacey
    Jess Stacey Pipedrive Team Posts: 38 PIPEDRIVE TEAM
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    edited February 2021 #22

    Thanks for all the interest in testing this feature! 
    I am no longer monitoring this thread, so if you have further requests or feedback please email my team at salesdocs@pipedrive.com 🙂

  • Juho Koski
    Juho Koski Member Posts: 45 VERIFIED MEMBER
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    edited February 2021 #23

    Hi! We're in!

This discussion has been closed.

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