Tips & Tricks

Tips & Tricks
Got an interesting workaround or fun tip?
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Answer

Answered 2 days ago

Hi @m.teso5

You can't do it in the link itself. But why wouldn't you add it to the basic text in the email? There you can use dynamic fields.

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Apps & IntegrationsSales processesGeneralWhat's new?Tips & TricksMicrosoft OneDriveQuotesProposalsGDPR / RGPDGoogle driveProposals & contractsDeals File attachmentSales DocumentsLearningMicrosoft WordSharePoint

Posted 3 days ago

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)