Problems editing Sales Documents when linked to a Microsoft account

Is anyone else having some issues with creating Sales Documents using MS Word and saving to OneDrive/Sharepoint.

Documents create fine from Opportunity > Template but sometimes we need to edit a document to either make it neater, condense into a single page or to add in some non-standard text (like marking a line item as optional or promotional).

At times, changes are saved without issue.  Other times they either don't save at all or halfway through editing we get an error message saying changes couldn't be automatically saved and we need to refresh the document and start editing again.

Trying to work out if this is just a teething issue with Sales Documents or whether there is an issue with our Microsoft config.

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  • Helio_2884
    Helio_2884 Moderator Posts: 83
    10 Comments Pipedrive Team
    edited April 2021 #2

    Hello @Stephen Dorling ,


    First of all, I'm sorry to hear you're experiencing this behaviour with Sales Documents.

    Have you tried any sort of troubleshooting like removing the connection with OneDrive and reconnecting? If you haven't done so, please try this. If you have and it did not help, please reach out to our support team so that we can investigate this. If you could gather some examples of error messages and/or the weird formatting that would be awesome!

    Here are the different ways in which you can reach out to our Support team - Contacting Pipedrive support.