How do I email a document that was created in Pipedrive?

Andy Theimer
Andy Theimer Member Posts: 11
First Anniversary First Comment Photogenic
edited February 2023 in Apps and Integrations #1

It seems like this is just 100% missing but I want to post here. I create proposals and renewal amendment using the Documents feature and templates. However, there seems to be no easy way to email the Document or Link once created.

Am I missing something or is there a best practice for this?

 

An example: I create a new Document, there is no "Email Document" option. Also, in the Email Editor there does not seem to be an "Insert Document Link" or "Attach Document" option. 

What is the best way to email a document I create in Pipedrive?


Comments

  • Goncalo Marques
    Goncalo Marques Member Posts: 2
    First Comment

    We need this!


    As soon as posible please..

  • Graham Cox
    Graham Cox Member Posts: 156
    First Anniversary First Comment 5 Up Votes 5 Likes

    You can grab the Share as link and stick that in an email. But I agree it would be useful to have an attach document link