Pipedrive knows that composing a proposal is in most cases a joint task involving several people in a team or organisation, sharing documents, content, insights and contributing with their knowledge to present a client with the most compelling offer. 

Currently, Sales Documents doesn’t fully support this internal process that happens prior to the document being sent to the client. But that's going to change!

 

With Sales Documents for teams you'll be able to:

  • turn Sales Docs into a team-centred tool to close deals faster
  • guarantee that teams have the necessary access to shared drives, templates and content
  • create documents in an easy flow
     

🧑‍🏫 Learn more about Sales Documents from our our Academy video and our Knowledge Base.

 

❓What's the first type of collaborative doc this will benefit in your company?


📝Please note 📝

Pipedrive reserves the right to modify and update the features in the What's planned?  topic and does not communicate exact timelines for delivery.