We integrated our Microsoft OneDrive into the Pipedrive CRM to use MS Excel. However, when we are following the below path:
Deal>>Documents>>Create New
then we are not getting Excel/Spreadsheet & PPT option. Whereas, your video of SmartDoc shows that if we integrate Google Drive/ OneDrive then we can get all three options:
- Document
- PPT
- Excel/Spreadsheet
Therefore, could you please check this technical glitch and help us out to have PPT & Excel option.
We will highly appreciate your Tech and Management if it can be fixed on high priority.
PS: We have checked with our Tech team and they informed us that it needs to be fixed from the back end.