Sales Docs - save docs in defined folders

Tom Chapman

Would like to suggest the ability to save completed sales docs in to specific folders with Drive/One Drive/Sharepoint.

 

Eg - Sales doc issued on 22nd Feb for a deal in the "Sustainability" pipeline - save into the folder "Sustainability - Feb 2021".

 

Mike van der Valk

Hi @Tom Chapman 

Thank you for sharing, I've passed it on to our sales docs team!

Tom Chapman

Mike van der Valk said:

Hi @Tom Chapman 

Thank you for sharing, I've passed it on to our sales docs team!

Thanks @Mike van der Valk