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Google sheets
Google sheets
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NathanaëlPipedrive Employee
French Content Production Manager

Nouveauté Smart Docs : demandez des eSignatures sur vos PDF et utilisez Google Sheets et Google Slides pour configurer des modèles

Ce qui change

Vous avez désormais la possibilité de charger et de partager des devis, propositions et contrats au format PDF, mais aussi de configurer des modèles à partir de Google Sheets et Google Slides.

Pour qui ?

Les utilisateurs de Smart Docs dans les abonnements Professionnel et Entreprise

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New: Easily Request eSignatures with PDFs and Google Sheets and Google Slides ✍️

What?

You can now upload and share quotes, proposals and contracts in PDF format and set up templates using Google Sheets and Google Slides.

 

For whom?
Smart Docs users on the Professional and Enterprise plan.

 

When?

Out now across all regions.

 

🔔  Be sure to follow What’s New? to get notified about all new product releases 🔔

Pipedrive data to Google sheets connector

Hi!

 

I want to send pipedrive data (basically send the data from certain filters) over to google sheets for our sales database so that I can make a google datastudio dashboard that combines other datasets like marketing info. We can't build using the api bc it's too time costly for our engineers. 

 

any add-on recommendations? We don't want to pay for a dashboard- just a connector.

Scheduled export of filtered data, is it possible?

Hi there, 

I am trying to create a scheduled export of filtered data from PD. Is this possible from within PD? 

I also work with zapier on inputting data to PD but not sure if the export from PD will work that way. 

Any thoughts greatly appreciated. 

Cheers 

D