Survey/Poll

Feedback & SuggestionsSales Documents / Smart Docs

Asked a question 4 months ago

Curious if anyone else would like to see the new "Documents" feature able to upload PDF documents?

Yes that would be helpful

No I'm good with just google docs

1 comment 18 votes

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Would You like to highlight specific content inside emails (like inside a pdf document) ?

Would You like an activity to be able to attach a file/document?

Hi all, What do you think about the idea of connecting the new Sales Document feature to the email template? We are ... it once for all templates. Cheers

Do You need Custom Documents Name via merge tags? - So that almost every document You create has a unique name...

Would You like to send WhatsApp messages, documents, quotes etc. directly from within Pipedrive?

I would love to have the possibility to only sync contacts/ calendar entries etc. that are NOT marked as private... anyone else here would like this feature?

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Asked a question 4 months ago

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