Microsoft Excel Integration in Documents tab

Sumit Rana
Sumit Rana Member Posts: 1
5 Up Votes

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.

 

6
6 votes

· Last Updated -

Comments

  • Natasha Kupusovic
    Natasha Kupusovic Pipedrive Team Posts: 121 PIPEDRIVE TEAM
    5 Likes First Anniversary First Comment Name Dropper
    edited May 2022 #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

  • Robert Williams
    Robert Williams Member Posts: 25
    5 Likes First Anniversary Name Dropper First Comment

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

  • Brandon Sofge
    Brandon Sofge Member Posts: 3
    First Anniversary

    Even if we could just focus on Excel. Excel is often tied into many other business process and is the only export format for QuickBooks. Since QB has so many small businesses that we try and sell to, this is really critical.

  • David Thompson_5223
    David Thompson_5223 Member Posts: 1
    First Anniversary First Comment Photogenic
    edited April 2023 #5

    Given the rising incidents of data breaches and hacking, our company has made it mandatory for all employees to use Microsoft 365. Integration with Smart Docs especially Excel for quoting, would be a valuable feature for numerous PipeDrive customers.

  • SimonLoiselle
    SimonLoiselle Member Posts: 2
    First Comment Photogenic First Anniversary

    Let's get excel please! I love pipedrive because it's a one-stop shop.

  • Charlie Lehmann
    Charlie Lehmann Member Posts: 9
    Photogenic Name Dropper First Comment

    +1 Excel missing is a huge gap! Please can you update and be transparent with the road map plans if this isn't there?

  • Whitney Hill
    Whitney Hill Member Posts: 3
    Name Dropper First Comment First Anniversary Photogenic

    Would like to add that the ability to use Excel template integration with custom fields was THE single biggest selection criteria for Pipedrive vs Hubspot. It revolutionized how we produce quotes, and surely same for many of your users.

    Yet, as other posters have pointed out, as a growing company we are shoring up our usage of employee accounts for security reasons and have shifted entirely to Microsoft / OneDrive for document storage.

    The lack of this functionality & support for excel docs in OneDrive means that we still have to bootleg some sort of Google Drive solution that is outside the rest of our ecosystem.

    Many thanks for elevating our feedback and considering for your roadmap!