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Ability to attach PDFs to campaign emails
Hello, Pipedrivers! I am requesting the ability to attach PDFs to campaign emails. (Short and sweet request.) Thank you, keep up the excellent work. ✨
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Attach uploaded Files to Email in Pipedrive
If there are files attached to a Person or Deal, I think it should be easy to attach that file to an email without having to "re-upload" it - which is the only way to do it at this time.
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Email Attachments
Hi everyone if you are emailing a customer from a deal and you what to attach a file that is also in that deal how do you do it with out downloading it first ? I have tried to drag but it doesn't work for me
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Leads Feature, Add Files
It would be great to add files in the Leads Feature. We tend to find leads from data mining and link the PDF files to the project for proper tracking. Currently we can only do this in the Deals feature, which is forcing us to have "leads" in both areas.
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Automatically created folders in Google Drive for organisation for uploaded files
If you are creating a document with the new document creation feature, it creates automatically a folder in Google Drive of the organization within the general Pipedrive folder and saves the file in this folder. If you upload a file it will be synced to the general Pipedrive folder without the creation of a organisation…
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Question: Drag-and-drop file upload sometimes doesn't work
Greetings, I have a problem with drag-and-drop file upload, and I'm wondering anybody have the same problem. When I tried drag-and drop file upload, sometimes it doesn't work as expected—the browser opens the PDF file in a new tab instead of uploading this file to a Pipedrive deal. * Steps to reproduce:* Under Windows 10,…
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Multiple attachments in WebForms
There should be possibility to add more attachemts in Webforms within the total documet size limit.
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Possible small bug
I uploaded a pdf to a deal record and the number that usually tracks the number of files associated with that record did not update. The contact and company record did update showing that 1 file was associated with the records. At the time I uploaded the file to the deal the deal was set as lost. I did try reopening the…
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Notes Section
Notes Section. Why does it show emails and then it puts those with attachments in Files? All this does is clutter up Files unnecessarily and they are duplicated. If a file is important enough to be put into Pipedrive File we would just upload it. It's already in a email why duplicate this? Why isn't there a quantity on…
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Send Email Attachments to Google Drive
Hi, Our business focuses on creating custom designs based on the inspiration customers send to us. So this often leads to lots of attachments. We want to be able to send these attachments to a specific folder, unique to each customer. The way we have set this up is that each customer (once they've converted) gets a unique…
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Add categories to uploaded files
Hi, I'm working with files, uploading mainly PDFs, and images to Products and Deals. I have to say that the feature is quite nice, but lacks of a simple basic : categories (or labels)! Could it be possible to create customizable categories (or labels), just as we have them for Smart Docs and all other Pipedrive's sections…
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Files in Leads
Is there a way to drag and drop files/attachments into Leads, the same way you can in Deals?
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[Closed] Attachments / File uploads in Web Forms are coming soon!!! 🚀 🎉
Update 12/12/2022: No more applications are being taken for this beta test. Thank you to everyone who applied. We are slowly but surely finalising new feature in Web Forms - File uploads (attachments) 🎉 And we are looking for first enthusiasts 👩🏻💻🧑🏽💻👨💻 to test it and give us their feedback. Looking forward to hearing…
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Webform - upload file to existing lead
Hello. Is there any solution to upload file to existing lead. I have a flow: contact webform with name and email send and email to person with some text and unique link to second form second form - file field to upload a pdf I don't want to create a new lead from second form. I want to upload a file to existing lead which…
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File Uploads for webforms
Hi there, the new design of webforms is now very good, but I am missing the option to upload files. Any plans to add the function? If yes, when? Regards Robert
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Files and Images in deals with thumbnail view option
I think it would be great to be able to switch between list and thumbnails views for the files and images attached to a deal . When there are several pictures attached to a deal for example, you have to open them one by one to find the right one you need...
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Save inbound email attachments as a file within deal
Please add an option to save email attachments directly to the deal's "Files" section. Very often, I receive email attachments that are key documents to be referenced regularly. Currently, I have to: 1) keep them in email and search for the email every time; or 2) save the file to my desktop and work with it offline; or 3)…
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Upload multiple photos
My salespeople have not been uploading photos on deals because they have them on their phone and it's too tedious to upload them one at a time. When is batch uploading going to be added? (Please like/comment if this is important to you too)
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Thumbnail view for files and photos
The ability to preview and get a glance of the files and photos we have on a deal is something we really need. Anyone else wishing for this?
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Live chat attachments
Live chat would be a far better tool for managing customer enquiries if it were possible to add attachments/screen shots etc. The Pipedrive staff use an external live chat tool for support which accommodates this - perhaps because of this reason they don't feel their own product is fit for purpose?
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Uploading photos from iPhone
While uploading files from iPhone, Pipdrive reduces file size and quality. For us it is very important that we have original files under the project!
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Workflow: Add attachment from deal to mail
Hi, we have modeled a deal workflow where in the last step of the pipeline an email is sent to the customer. In a step before, we add an attachment to the deal in pipedrive by an external service, let's say "abc.pdf". Every file is unique for a deal, as it is generated based on different input. In the last step of the…
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Custom Field: Attachment
What are thoughts around having a custom field being able to contain an uploaded file? Rather than just having a section in the timeline we can refer to, there would be a dedicated section for a specific document. Could also be useful in various cases, eg for deals to progress through a specific stage the field cannot be…
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Google Drive Shared Drive/Team Drive Integration
I am wondering if Pipedrive supports Google Drive integration for Shared Drives. Currently, it seems that I am only able to upload files that exist only in "My Drive" in our Company Google Drive instance. Our organization keeps all deal-relevant files on shared Drives and therefore the google drive integration is useless.…
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Mandatory attachment on email templates
Hello developers, most of our emails need an attachment like an infomemo or a NDA. We use the same email template but different attachments. Therefore it is not possible to integrate the attachment in the email template. Unfortunately sometimes we forget the attachment and send the email naked. So it would be great to have…
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Email signature images continue to attach to contacts
Is there a way to stop email signature images from repeatedly attaching themselves to our contacts in pipedrive? This happen to much
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File Section: Sync a Whole Google Drive Folder
In addition to "Import From" and "Create New" in Google Drive, it would be great to be able to sync an entire folder. In my workflow, each deal is given its on folder on my local drive which is, in turn, synced with Google Drive. If I were able to "Import" a folder in Pipedrive as opposed to just the file then new…
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Awkard Translation: File upload by drag-and-drop
Greetings, I'm reporting another translation mistake in Pipedrive Korean version. In English version, this is what we see for file drag-and-drop upload. In Korean version, however, the translation is very awakward. 여기로 파일을 끌거나 컴퓨터에서 을(를) 선택하세요. The correct translation will be as follows: 여기로 파일을 끌거나 컴퓨터에서 파일을 선택하세요. Hope…
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Senior Strategy Consultant for Dental Strategic (a Nashville Dental, Inc. company)
Would appreciate any examples of how you are attaching files to products. Would that be applicable in any workflow? Also, what if your product is a % of a deal value and not a flat amount? How do you handle that? Thank you in advance for any support!
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File Usage & Improvement Roadmap
Hello all, A few of my organizations are using the files function more and more. The goal of Pipedrive being a Customer Relationship Management tool and "Home Base" for all your customers interactions is great but, I'm wondering how everyone is managing their client files / projects currently? Does anyone have a better way…