Microsoft Excel Integration in Documents tab
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:
- Document
- PPT
- 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.
Comments
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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
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It would be great to have full office functionality in pipedrive. Google docs doesn't work well for everyone.
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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.
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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.
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Let's get excel please! I love pipedrive because it's a one-stop shop.
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+1 Excel missing is a huge gap! Please can you update and be transparent with the road map plans if this isn't there?
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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!
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Hi Team, following up on this again, can we get this into the roadmap?
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+1 also support the need of having excel in PD Documents
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Hello everyone, please up vote the thread at the top and hopefully the Pipedrive development team will give this the prioritisation it deserves! There is also another similar thread here: https://community.pipedrive.com/discussion/comment/42116#Comment_42116
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