Skip to main content

Data management
Data management
1 follower
9 questions
54 posts

Interested in this Topic?
Signup up now to follow this topic, join the discussion, and always stay updated

Linking multiple Organizations to a Deal

Hej, we are operating a 2-sided matchmaking business model and would require linking 2 different organizations to 1 deal.  There could be a primary and a secondary organization. However, making this possible in anyway would be a great booster to businesses that operate a multi-sided platform.

Thanks for your feedback!
Richard

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 upload your own from Google Drive (an integration with OneDrive is coming soon).

Why you should be using Sales Docs:

  • Auto-fill docs with Pipedrive data.
    Set up sales document templates using any Pipedrive fields.
  • Strike while the deal is hot.
    Get notified... (More)
Desiree
Head - Business Application

As Sales have a number of documents we work on, and while GDrive and Sales Document(Beta) are great additions. Is Pipedrive working on maybe having a document tab?