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.
I'm wondering, why there is no possibility to attach files to emails directly from Pipedrive? I can attach a file to person or company or deal, but when I want to send this file with an email, I have to download this file and attach it from my computer. It doesn't make any sense. Can Pipedrive add this kind of function? It…
My sales team needs access to different PDFs to send out as links to leads. I have our SharePoint folder synced with SmartDocs, and I uploaded one PDF to share, but it doesn't let me share to other users. Is there a way to share these files through Pipedrive? It seems like you might only be able to share templates, which…
My smart docs is not connecting to my google drive. I have done all the trouble shooting steps. Need advice ASAP. I have contracts that need to go out and I need to know if this is impacting contracts that customers already have in hand. The pipedrive chat has done nothing for me
As we all have documents that give us a better overview on the deal at hand. I think it would be really helpful if Important files could be pinned to the top, just like notes (or even to a sidebar).
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.
Hey Pipedrive! It would be so cool if you could add a feature of attaching files to an activity. Especially an activity where we invite external e-mail addresses to the activity (i.e. a meeting that will appear in Outlook). So we have it attached as an e-mail in the sync with Outlook! Best, Ayumi
I have deals where I will upload pics as files onto the deal and it shows up in my google drive folder. When I delete the deal, the files still remain in the google drive folder. Why is this?
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?
Can we please have some simple edit functions in the file manager within Campaigns? Functions to rename files and move them between folders would be great
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