Microsoft Excel Integration in Documents tab

Sumit Rana
Sumit Rana Posts: 1

We integrated our Microsoft OneDrive into the Pipedrive CRM to use MS Excel. However, when we are following the below path:

Deal>>Documents>>Create New

then we are not getting Excel/Spreadsheet & PPT option. Whereas, your video of SmartDoc shows that if we integrate Google Drive/ OneDrive then we can get all three options:

  1. Document
  2. PPT
  3. Excel/Spreadsheet

Therefore, could you please check this technical glitch and help us out to have PPT & Excel option.

We will highly appreciate your Tech and Management if it can be fixed on high priority.

PS: We have checked with our Tech team and they informed us that it needs to be fixed from the back end.

 

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Comments

  • Natasha Kupusovic
    Natasha Kupusovic Posts: 102 PIPEDRIVE PRODUCT MANAGER
    10 Comments Name Dropper 5 Likes Photogenic
    edited May 3 #2

    Hi Sumit! 👋🏻 

    Currently, we only support spreadsheets and presentations when syncing Smart Docs with Google Drive. Only Word documents and PDF uploads are supported with a Microsoft OneDrive or SharePoint connection. 

    It is not in our shorter term roadmap to include Excel and PowerPoint. However, we'll take this feedback onboard and let you know if anything changes in the shorter term. 

    Thank you for your valuable feedback! 

    Natasha from Pipedrive

  • It would be great to have full office functionality in pipedrive. Google docs doesn't work well for everyone.