File Attachment

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…
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
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!
Allegati mail all'interno dei Deal
Buongiorno a tutti, sono Enrico, titolare di Dekal Fotoceramiche. Essendo noi fotografi, lavoriamo molto con gli ordini tramite email che allegano, appunto, fotografie. E' possibile con Pipedrive, allegare i file delle email mentre si crea il deal? Spero di essermi spiegato! Grazie mille a tutti!
Counting number of files per deal
Hello - hopefully this question is clear. I am trying to get a count of # of attached files per deal. Is there a way to view this in Pipedrive? (i.e. Deal 123 has 3 attached files) Thank you!
Something has changed.
Hi, Something has changed. Something has changed in inserting files into a deal through a Zapier or integromat. In the past I could put a link to a file and it would upload properly, it no longer works. I would love to hear what has changed and what is the correct way to upload files through Zapier or Integromat to Deal.
Is there a good way to attach multiple files using the mobile app?
We are in the real estate business. We take a lot of pictures at our properties (deals). Managing all the pictures after the fact is confusing at best. When attaching a picture to a deal, we are able to select only one picture at a time. Is there a workaround to this? So we can select a bunch of files at one time? And/or…
file reconstruction
Hi, how can I reconstruction a file that I have deleted by mistake? Thanks
Planned: Global Search 🔎 💫
Prototype. Final version may look different. We are improving the way our Search feature works and looks, to give you a smoother and more thorough experience: * Search look-and-feel will be improved * See recently modified, viewed and added items * Differentiating between similar search names will become a lot easier with…
Attachments not attaching...
Anyone else having issues with attachments? I've sent numerous emails where I thought the attachment was secured to the email only to have the responding email say there was nothing attached? Getting really tired of all these bugs with email.
New: Smart Docs for Teams + unbranded Sending and Signing 📂 ✍️
You may have noticed that... * The feature Sales Documents is now called Smart Docs. What new things can I do? * Easily share Smart Docs templates in Pipedrive, with ‘edit’ or ‘use only’ permissions * Use Permission Sets to restrict regular users from adding their own templates * Use Sales Documents ‘company settings’ to…
Question: max size for file attachment and total amount of storage available
Greetings, I have two questions about file attachment in Pipedrive: * What is the maximum size of file attachment in Pipedrive? A dev community article says you can probably upload files as long as they are at most 50 MB, but I need to give an exact size limit to my potential clients. * What is the total amount of storage…
Beta testers needed for Sales Documents sharing and storing improvements
Easily share templates with your team in Pipedrive UPDATE: Thanks for all the interest in testing this feature! I am no longer monitoring this thread, so if you have feedback or would like to be included in testing please email my team at salesdocs@pipedrive.com 🙂 ___ Hi everyone, We've been making some big improvements to…
Feedback on a Hackathon Idea (If it wins, we can build it in PD) 💡❗
Hi, I am Ambar, Product Manager at Pipedrive. We are working on a cool idea for Hackathon in Pipedrive. Our idea is called client portal. Basically, salespeople or account managers can share files, notes, documents or invoices with their client. And clients can create an account in PD and see all the communication. Clients…
New: OneDrive and Sharepoint now in Sales Documents! 📄
Why? Work with your everyday business applications: now you can integrate Sales Docs with leading cloud storage service platforms like OneDrive or SharePoint (as well as with Google Drive, which users could integrate already) to ensure your documents are kept secure and accessible, all in one place. For whom? Users in the…
In the mobile app when adding photos such as to a deal would it be more convenient to be able to cho
In the mobile app when adding photos such as to a deal would it be more convenient to be able to choose multiple photos from your camera roll?
Live: Sales Documents + Microsoft Word/OneDrive 📄
⚠️ Update: Good news, this is now possible! 🚀 See more here. ⚠️ ****************************************** We are currently working to make it possible to use the Sales Documents feature with MS Word/Onedrive for users in the Advanced plan and higher. Not just Google Docs anymore! ❗In fact, the beta testing program is…
I'm new to Pipedrive. Looking for different ideas on using the "files" area to attach files. Why are
Direct Upload of files to Google Drive:
I need urgently to be able to upload client files directly to Google Drive. It seems that I have to download the files first and then upload to G-Drive or am I missing something? I want to activate Zapier to upload from PD to G-D when a deal gets to a certain stage, EG "Completed" Any thoughts here?
Image loading issues
Anyone else ever experience issues loading images? I had this a bit a few months ago and recently seeing this often. When clicking to view an image
Uploading files via Pipedrive webforms.
Greetings all. I am attempting to create a web form which allows potential clients to request a quote from us. It needs to allow them to upload files such as pngs and jpgs - is there a way to do this via the pipedrive webforms ? Thank you!
Ability to attach files from email to the Deal (or Person)
When we receive an email from a prospect with an attachment, I would love to be able to easily attach that attachment to the deal without having to download then upload.

File Attachment

Discussion List