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New: OneDrive and Sharepoint now in Sales Documents! 📄

Why?

Work with your everyday business applications: now you can integrate Sales Docs with leading cloud storage service platforms like OneDrive or SharePoint (as well as with Google Drive, which users could integrate already) to ensure your documents are kept secure and accessible, all in one place.

For whom?

Users in the Advanced, Professional, and Enterprise plans.

How does it work?

❓Are you a OneDrive/Sharepoint user? Are you going to start using this integration right away? Comment below.

🔎 Learn all about Sales Documents with our Knowledge Base tutorials and our blog article in your preferred language.... (More)

Live: Sales Documents + Microsoft Word/OneDrive 📄

⚠️ Update: Good news, this is now possible! 🚀 See more here. ⚠️

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We are currently working to make it possible to use the Sales Documents feature with MS Word/Onedrive for users in the Advanced plan and higher. Not just Google Docs anymore!

❗In fact, the beta testing program is open, enrol here. Be one of the first to try out an early version and tell us what you think.

Here's a sneak peek of what it might look like:

🧑‍🏫 Learn all about Sales Documents from our Knowledge Base tutorials and with our Academy videos... (More)

Community Roundup: Volume 2 🗣️

Our Sales Community continues to thrive on very interesting conversations between our members! 💪

Check out the links below to see a handpicked selection of some of the most interesting discussions and join in the conversation.

 

Product specific discussions 📦

What's new and planned 🚀

Beta testing and research 🔎

➡️ Follow the Community Roundup topic to never miss a beat!

 

Sales Documents + MS Word/OneDrive open for BETA testing in Advanced and above!

⚠️ Update: Good news, this is now live! 🚀 See more here. ⚠️

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Hi everyone!

Just to let you know that we are openly accepting beta testers for Sales Documents + MS Word/OneDrive for all companies in Advanced and above

📩 Please drop us a line to salesdocs@pipedrive.com should you want to take part!

Cheers
Bruno!