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Attaching documents to deals, contacts, and activities

As another CRMs, would be interesting to add documents to deals and, why not, to add documents to tasks, activities and similar :-)

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    pablopablo shared this idea  ·   ·  Admin →

    23 comments

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      • Anonymous commented  · 

        Any updates or ETA's on this? I see it mentioend as a question or feature EVERYWHERE :)

      • RichRich commented  · 

        Yes. So glad to see you talking Q2/3 timeframe. I just started using Nimble and am loving it so far. And while email attachments is great - this would be a very helpful feature.

      • Conny MillardConny Millard commented  · 

        To utilize Nimble as a functional and centralized CRM system, the document attachment to contacts is very much needed. Without it, I can utilize and recommend Nimble as a powerful social media management tool only.

      • ChrisChris commented  · 

        Attaching files from Google Drive as well as file upload from hard drive please. SmartSheet handles this beautifully if you'd like an example for competitive research. I suggest broad use of file attach/upload for contacts, activities and deals. How could this have been omitted from the app thus far??

      • Richard ReinerRichard Reiner commented  · 

        Box.com (not Dropbox) integration would be an ideal way to do this.
        Google Drive second best (but blocked in China so our people there would be unable to access).
        Dropbox not preferred, it hasn't got traction in larger companies anyway.

      • AnonymousAnonymous commented  · 

        Not only documents but to be able to upload pictures, leave notes/comments and assign tasks to users.

      • Leah NLeah N commented  · 

        If I had to choose, I'd vote for Dropbox over Google Apps for document storage/linking.

      • Russell DaviesRussell Davies commented  · 

        We would love to be able to link deals and contacts with documents. Pinning letters to customers so that the team can see any direct mail that was sent to a contact would be useful when reviewing a contacts record.

      • AnonymousAnonymous commented  · 

        This should first be done in Google Apps Docs not Dropbox first. Most of already pay for that...

      • AnonymousAnonymous commented  · 

        Adding documents to deals will allow Nimble to be taken seriously at Enterprise level. We already have requests for this and some of our prospects are considering more than 20 licenses. The fight for this type of business would definitely be with a big CRM vendor, and all of them have this feature.

      • David GadarianDavid Gadarian commented  · 

        This would be good - in addition to Google Docs I'd like to be able to add any files that I like (including from Dropbox with an easy integration/plugin). Tx

      • dandvdandv commented  · 

        Wrike and WORKetc do this already, so it must not be that hard?

      • Daniel BenoniDaniel Benoni commented  · 

        Re would really, really, really appreciate that feature. Meeting notes are in Gdocs right for our team, having them attached to those meeting would be perfect. Do.com does that pretty well...

      • Richard YoungRichard Young commented  · 

        RightSignature and AliveDocs both look interesting as well. RightSignature is particularly good for NDAs etc where signatures are required :)

      • Richard YoungRichard Young commented  · 

        Theres also Spingpadit.com which looks to be good, better than Evernote.

      • Daniel YeomanDaniel Yeoman commented  · 

        +1 Google Doc Integration. MavenLink does a really good job of this. Something similar would be great.

      • Richard YoungRichard Young commented  · 

        Google Docs and Evernote would work well. Theres also Dropbox.

      • Robb LejuwaanRobb Lejuwaan commented  · 

        I'd appreciate being to access files in dropbox or box.net.

      • Mark KuznickiMark Kuznicki commented  · 

        +1 for Google Docs integration, which can store any file I want, plus allow for collaboration with team members through a single interface.

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