What are the available option(s) for sharing a document template via Pipedrive across my organisatio

Steve Ryan_32127 Member Posts: 2 VERIFIED MEMBER

February 2021 edited July 2022 in Sales CRM #1

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Smart Docs / eSignatures

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Steve Ryan_32127 Member Posts: 2 VERIFIED MEMBER

February 2021 edited February 2021 #2

could anyone help with this question please? thank you!

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Mike van der Valk Pipedrive Team Posts: 3,034 PIPEDRIVE TEAM

February 2021 edited February 2021 #3

Hi @Steve Ryan
The best is to connect it to a shared Drive for example so your whole team can see them in the Drive folder. Read more about it in this article.

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