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Proposals & contracts
Proposals & contracts
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Community Roundup - Volume 9 🗣️

2021 may still be recovering from the champagne and confetti but in Community we hit the ground running. 

Check out this week's selection of top posts, and join in on the discussion!

🔥  Happy New Year Emails: 8 Templates for Your New Year Email Campaign

🔥  How to Use Pipedrive to Automate Estimation Workflows

🔥  Can You Automatically Unfollow Deals When Ownership Changes?

 

➡️ Follow the Community Roundup topic and never miss the trending discussions!

🚨 See a cool discussion we didn't spot? Tag @Inês Batata so we can include it next time!

Intégration avec Panda fonctionne 1 fois sur 5

Hello tout le monde,

Pour celles et ceux qui utilisent l'intégration avec PandaDoc.
Vous n'avez pas régulièrement des problèmes quand vous voulez générer un document ?
Il ne créé pas le contact dans Pandadoc.
Obligé de répéter l'opération plusieurs fois et des fois ça ne veut pas du tout et obligé de créer le contact à la main sur panda...

Vivement que les fonctions "Sales document" et "eSignature" soient aboutis

New: eSignatures in Sales Documents for Enterprise and Professional ✍️ 📄

eSignatures in Sales Documents
eSignatures in Sales Documents

 

We’ve added eSignatures to our Sales Docs feature so you can get documents signed using Pipedrive, without needing extra software or having to print and scan copies. 

eSignatures is currently in Beta and during that time you can enjoy the unlimited usage of it (exclusive for Pro and Enterprise plan users).

Read more about this launch:

🔎 Learn all about how eSignatures work with our Knowledge Base tutorials in your preferred language.

 

❓Have you tried out our eSignatures yet? Let us know what you think!

 

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)