Benjamin Farkas

Feature Request Summary: 

We all create a lot of documents. There are of course many solutions for this, such as Pandadocs etc, but those who are already subscribed to the Google Eco-System (who isn't) can see that Google Docs/Sheets etc presents a very powerful solution IF these programs were able to directly pull customer/deal data from Sell. 

Even more powerful, if it was able to pull data from Custom Fields from Customer/Deal/Company data pages. 

Description/Use Cases: 

A lot of our business is manual proposal development, which we have a good repository of "base documents" which we have developed in such as way that we use {{Merge}} tags to minimise any incorrect data input. We currently have to manually copy and paste to Doc Variables which is time-consuming and lends an opportunity to errors. 

It would be great if once the document variable has been inserted into the doc, that doc is then linked back to the deal/contact.

Pipedrive has recently added this feature called "Smart Docs".

Other necessary information or resources:

• Doc Variables: 
• PipeDrive Smart Docs

Feature Request Summary: 

Coming from Pipedrive, I could it incrediblely useful that custom fields were able to be {{Merged}} into emails and documents. 

Description/Use Cases: 

An example being for a deal, we like to keep track of shipping and advise the client of their tracking numbers once sent.

In Pipedrive, we had a "Consignment Number" custom field on each deal.

In an email, we were able to dynamically add this "{{ConsignmentNumber}} into emails, making sure we didn't have to double handle information. This also came in handy with their Merge to Google Docs feature. 

Business impact of limitation or missing feature:

Custom fields provide a significant amount of flexibility to fit different business sales needs, and the ability to merge this kind of data into emails, documents and more I feel brought a lot of value to the Pipedrive eco-system. 

Feature Request Summary: 

Since the users compose email templates, are also bundled with Lead Sequences templates, it would be nice to be able to create a number of different folders to help keep lots of templates organised. 

Description/Use Cases: 

Example, in my business, I service a number of different streams of customers;

1. Rental
2. Hire Purchase
3. Lease

There are a number of templates for each and it would be nice if I could organise them in a folder structure rather then 20 templates that resemble something like

1. Rental - Private Events - Wedding
2. Rental - Private Events - Funerals
3. Rental - Corporate - Conference etc etc
4. Hire Purchase - Education - Plan1
5. Hire Purchase - Educaiton - Plan 2 etc etc

Business impact of limitation or missing feature:

Enabling a folder structure feature would increase our productivity as I would be more inclined to build out more canned responses instead of running with a "Master template" which we then delete information from - which we have in the past cross sent incorrect responses.