Microsoft Excel Integration in Documents tab

Sumit Rana
Sumit Rana Member Posts: 1
5 Up Votes
edited July 2022 in Ideas and Product Feedback #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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  • Natasha Kupusovic
    Natasha Kupusovic Product Manager Posts: 121
    100 Comments 25 Likes Second Anniversary Name Dropper
    PRODUCT MANAGER
    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
    Second Anniversary 10 Comments Name Dropper Photogenic
    #3

    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
    Second Anniversary
    #4

    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
    Third Anniversary First Comment Photogenic
    edited April 5 #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
    #6

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

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