9 results found
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Add Files to Agenda items
Ability to attach files to Agenda items
1 vote -
Bulk delete option within Files section of profile pages
Please add bulk delete option for files within the profile pages for records.
1 vote -
1 vote
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Export Photo Files to single report that will display files in a single doc
I would like to be able to select a list of photo files to be exported and have them display on the exported file rather than get links to the files to be downloaded or just a list of the files exported. We have reports that we put together of photos from our projects and it would be nice to be able to not require that we download each of them and then create the file on our end.
1 vote -
Add file setting options into Account settings
Add ability to customize settings for files being saved from email activities within account. Specifically, it would be great if we could somehow have access to some settings to control the size of files being saved, the file types being saved or even disable the file saving from emails function and we can upload just the ones we need.
5 votes -
1 vote
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Upload multiple files in one step
You need to change your programming to allow users to upload multiple files at once to a client’s record. Often at our company we are adding sometimes over 10 different files and it is a big pain to have to add each one individually.
2 votes -
Sharing general files
Ability to upload files not necessarily associated with a deal or person. For example, having general files, i.e., price lists, product information etc, stored within PL. Sales people would have easy access to this information without having to store in another program like Dropbox, Google Docs.
2 votes -
Automate attaching files (proposals/contracts) from Zapier/PandaDocs
Once a document is signed, I'd like to send that data/file from PandaDoc to Pipeline and not have to do that myself. From there, you can explore other automations (marketing the deal to a certain stage in the account, sending an email as a notifier, etc.).
1 vote
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