Beta testers needed for Sales Documents sharing and storing improvements
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 [email protected] 🙂
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!