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Google Forms!
Hi Pipedrivers We'd like to suggest Pipedrive to integrate with Google Forms. This will give primary Pipedrive users (mainly the sales team) an ability to have visual control on site surveys. Of course there are many application in the market such as iAuditor or other solutions, however Google Form integration will make…
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Box.com Support
Do you have any plans to integrate Box.com cloud storage as an option alongside Google Drive and Microsoft OneDrive? We use Box for all our company files.
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e-Signature: Email CC Non-Signers and Save to Google Drive
Two requests for the new e-signature feature: * Ability to send a CC email to someone that is not signing the document once everyone has signed it * Automatically save the pdf document to Google Drive after it has been e-signed by all parties (just like it does with the other deal related documents created in Pipedrive).
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New Feature for Smartdocs | Prenstations
Dear pipedrive team, unfortunately, with Onedrive it is only possible to edit documents. The web version of Word is unfortunately very poor, so designs using images are very limited. Presentations and spreadsheets can be used as templates via GoogleDrive. Microsoft offers the possibility with PowerPoint, but unfortunately…
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Google Drive integration
I am using Google Drive. Each folder has its own subfolders and inside there are files. I would like to link whole folder using "Files" in Pipedrive. I have attached image how it looks in Trello that I have used before. I can select first folder and it shows me subfolder and files inside of Google Drive selected folder.…
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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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Please provide a native integration with DropBox with the same functionality as Google Drive
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Google Drive + Documents - Just use the reference on Google Drive, no more duplicate files.
Please allow us to opt out of copying documents to a Pipedrive folder on Drive for editing in Google Docs. It kills the entire approval and version control routine our team is setup around. Just let us reference the source files and edit those, please! :D Ideal Workflow * We attach a document to a deal, the source file is…
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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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Pipedrive integration with google drive. Renaming folders, creating subfolders
Hi everyone! I have the following scenario that I would like to get: Sync Pipedrive with Google drive to download all files from pipe drive into subfolders for each deal. Pipedrive > "Deal Number" > "Deals Subfolders" Currently the integration renames the folders but to the organisations or contact person name, do you know…
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Subfolders
Hi everyone! Is there a way of organising things in each deal folder to subfolders when integrating with google drive?
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Uploaded files destination in Google drive
I use Pipedrive integration with Google Drive. Now all uploaded files for any deal are stored in one main folder regardless of deal or contact relation. This causes a chaos, when I work with file on local synced storage in my computer. Thousands files of different contacts and deals in one folder. this should have some…
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Data Storage Limits
We have a lot of large files we want to store along with customer data in Pipedrive and wanted to know if there is any limit to the amount of storage available and can you pay for additional if needed.
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Folder Drive
How can I attached drive folder to a deal?
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Sales Documents templates are user specific and cannot be used as a « company template » shared betw
Sales Documents templates are user specific and cannot be used as a « company template » shared between all registered team members. Who would like them to be cross-user and usable for all company ?
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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…
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New feature: Sales Docs available for users in Advanced and Professional 📄
Sales has evolved. Have your docs? You can now send trackable quotes, proposals and contracts from Pipedrive with our newest feature: Sales Docs. Know for certain who’s interested and when to follow up to close your deals faster. To give it a go, simply head to the new ‘Documents’ tab in any deal. Either create new docs or…
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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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We would like to incorporated of MEDDICC process in Pipedrive. Is anyone doing this? Or have found o
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E' possibile allegare un file in Drive ad una mail?
E' possibile allegare un file in Drive ad una mail?
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Hello to the best community ever! Please advise me further on this - GoogleDrive integration.
GoogleDrive integration I have accessed GoogleDrive via Pipedrive (Documents - BETA) and uploaded a file (Share Link). Plus in the 'setting' I have set SHARE ALL GOOGLE DRIVE FILES WITH OTHER PIPEDRIVE USERS IN YOUR COMPANY! Despite the above any other user in my company is having difficulties to access the file. If I have…
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Sales document functionality
I am currently implementing the use of Google Docs for my entire team. There are several issues: 1) Pipedrive only allows to create Google Docs documents and not Google Sheets at all. This poses a problem especially for quotes. 2) I have a problem on some Pipedrive accounts in my company to associate the Google Drive.I…
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Multi-player note-taking via Google Docs displayed natively in the timeline
Our organization frequently has multiple folks working on any given deal due to the scope of technical-design that our sales-org provides. This means that a sales-discovery call might have 2 folks on it at the same time. Of note; Our org uses our Google accounts to logon to PipeDrive As the ultimate deal-owner, I'd like…
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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?
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Google Disk
Considering adding support for Google Disk Shared Drives/ Team Drives?
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Google drive
good morning all. Hope you are healthy and safe. I integrated the google drive with pipedrive this weekend but then noticed in order to email a file from pipe drive once downloaded form google to clients file, you have to save the filed to your desk top then you can drag into the email. is there a plan to be able to attach…