Zendesk Sell Ideas

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How can we improve Sell?

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  1. Being able to include attachments

    It would be great to allow for attachments to the CRM. Especially if your sole purpose to obtain sales. Part of the sales process requires uploading quotes, documents etc.

    172 votes
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      10 comments  ·  Document Repository  ·  Flag idea as inappropriate…  ·  Admin →
    • Google Drive support

      So now that Google just released Google Drive, would it make sense integrate it into Base?

      157 votes
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        completed  ·  16 comments  ·  Document Repository  ·  Flag idea as inappropriate…  ·  Admin →
      • Online viewing for Base Documents

        The ability to view a document attached to a deal/contact/lead without downloading it.

        49 votes
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          3 comments  ·  Document Repository  ·  Flag idea as inappropriate…  ·  Admin →
          completed  ·  Rafal Ociepa responded

          Hi all,

          Thanks for your support for this suggestion!
          You can now view the most common file types, such as PDF or jpeg, directly in Base, without downloading or opening new tabs.

          Thanks for your feedback!

          Best regards,

        • PipeJump should allow you to add PDF attachments to deals!

          I would like to add PDF's to the deals in my pipeline

          24 votes
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            2 comments  ·  Document Repository  ·  Flag idea as inappropriate…  ·  Admin →
          • Need the option to preview uploaded material rather than having to download it everytime.

            Everytime I click on an uploaded document/pdf/picture for a particular deal I have to download it to look at it. Give me an option where I can preview the document the way Gmail allows it rather than having to download it to view it.

            8 votes
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              2 comments  ·  Document Repository  ·  Flag idea as inappropriate…  ·  Admin →
              completed  ·  Rafal Ociepa responded

              Hi,
              Thanks for your feedback!
              The common file types (PDF, .jpg, .png) are viewable online in Base – clicking on the ffile name or icon opens the preview of the file right in the browser’s window.

              Feel free to let us know if there’s anything we can help with!

              Best regards,

            • Send files from base email

              I would like to keep all work in base. Can I send files that I attach to base accounts and deals via base itself? So that I do not need to leave the environment of base, but send the email?

              1 vote
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                0 comments  ·  Document Repository  ·  Flag idea as inappropriate…  ·  Admin →
                completed  ·  Rafal Ociepa responded

                Hi,
                That’s certainly possible – you can upload files to Base either to a specific contact or deal, or to the Documents Repository, and send them out as email attachments when composing an email in Base.

                I hope this helps!

              • General Document Database

                It would be nice to have a general document hosting from within base, at least for small storage. I know this can be accomplished with google integrations, but simplicity is always best.
                For example, instead of manually uploading a document for each contact or deal, one user can upload marketing documents to the team and the team can pull those documents to add them into each deal from within base.

                1 vote
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                  0 comments  ·  Document Repository  ·  Flag idea as inappropriate…  ·  Admin →
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