Documents and cloud services in PD

I have taken a deeper look at PD’s handling of cloud integration and documents and would like product managers and engineers have a deeper look at this issue. We all need to deliver lawful, sustainable, and user-friendly services. To meet these goals, some work seems necessary.

  1. By default, PD stores any documents created or uploaded to PD on its standard cloud services (I believe AWS). Documents can be accessed from the PD application. As of now (correct me if I am wrong), there is no automated document backup scenario that users can control. You can address documents’ hyperlinks via PD standard API, but not download anything automatically.
  2. PD has introduced a feature called “Smart Docs” allowing users to prepare template-based documents (contracts etc.) which can be automatically populated with contact and deal data and integrate in a very nice e-signing process. With Smart Docs, you can deliver a fully digital contracting process. For this to work, users need to integrate their Microsoft OneDrive or, alternatively, Google Drive accounts. These accounts will hold directories with the templates and automatically created folders, labelled with the clients’ full name, in which files (contracts) are stored under their file name. Or rather they not, because while those folders do contain the Word file with the clients’ data, while the signed pdf and audit trails files are not automatically transferred to this location. This really needs attention, for obvious reasons.
  3. There are third party applications, e.g. Pandadoc, which offer not only a suite for e-signatures like Smart Docs, but allow client interaction like filling out forms etc. Panda docs will show as (pdf) files in PD’s deal window, and be accessible from there, or from Google Drive if you do (4).
  4. Finally, PD users can integrate Google Drive as their default cloud service. This will store any uploaded documents (but not Smart Docs!) on the specified drive in a flat directory structure. File names do not contain any association to deals or persons (unless defined manually by renaming files.)

If you use some or all these services, you’ll end up with a document storage you can’t backup, a flat cloud directory with no associable meta data, plus maybe some client-named folders containing everything but the signed contracts. 

There are some obvious solutions to this. A key concern is enterprise-orientation: Companies need to backup their data and think beyond their current application ecosystem. This should ideally also include enterprise-friendly cloud integration. 

(Sorry for the length – I promise to refrain from posting here for the rest of the month).

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  • Reinhard Puntigam
    Reinhard Puntigam Posts: 20
    edited February 25 #2

    I am somewhat surprised that my post hasn't had much traction from other PD users. Is this really a non-issue for everyone? Where do you store the documents resulting from PD deals?

  • Bernd Auer www.pd-experts.com
    Bernd Auer www.pd-experts.com Community Driver Posts: 369
    100 Comments 25 Up Votes Second Anniversary 5 Likes
    edited September 2021 #3

    I am somewhat surprised that my post hasn't had much traction from other PD users. Is this really a non-issue for everyone? Where do you store the documents resulting from PD deals?

    It is an issue for many Pipedrive Users. But I think your posting is pretty long indeed ;) 

    No, just kidding, for some companies, it is sufficient to work with what Pipedrive (and/or e.g. Pandadoc) includes. For everyone else, it's relatively easy to build something that syncs all your uploaded documents to a cloud server.

    If you are intersted: My colleage @Yannik Sommer is the specialist for these topics. If you want I can ask him to get in touch with you. 

    Liebe Grüße in die Heimat! :-)

  • Reinhard Puntigam
    Reinhard Puntigam Posts: 20
    edited September 2021 #4

    I am somewhat surprised that my post hasn't had much traction from other PD users. Is this really a non-issue for everyone? Where do you store the documents resulting from PD deals?

    Salve,

    ich habe die Grüße in die generelle Richtung Tuchlauben/Graben bestellt ;-)

    @Yannik Sommer  kann mich bei Gelegenheit gerne kontaktieren  ;-) am besten via E-Mail

    bg

    r*

  • Gerald Hoyle
    Gerald Hoyle Posts: 13
    edited October 2021 #5

    I have a similar problem, we are trialing Smartdocs with OneDrive. Everything is getting lumped into a folder in the directory I specified (I'm not even getting the client named folders for some reason). It would be awesome if each deal created a new folder within the main folder, named after the deal name. This would make it a million times easier to navigate from OneDrive.

    Signed pdfs and audit trails definitely need to be located in the deal folder as well.