Best Of
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Bulk link emails to deal
I would like to be able to link emails I have received or sent on which I create a deal at a later moment in bulk. Right now you can only that one by one and that is time consuming.18 -
New Email Inbox - adjust column widths
In the redesigned Email Inbox, the column for the email subject is very wide, but the column for the associated Deal record is very narrow. Many of our Deal names begin with 'University of...' so it …5 -
Feature request: Add person as deal participant in automation
Hi I'd love the ability to add a deal participant via an automation. Or alternatively, the option [checkbox etc] to set any new person added to a custom person field on the deal as a deal participant…5 -
Company Branding
Hi I couldn't see the answer anywhere. How can I add my company branding, font colours etc to my email templates? I have specific colours that I want to use and not the ones in the colour picker. Is …6 -
Adjusting the calendar view screen as we. wish
For the moment, my calendar view starts at 00:00 and ends up at 23:00 (and then scrolling). For me, there is no use of so much space. 7:00 - 20:00 would be enough.5 -
Re: Onedrive integration for any files
Hi Manuel, thanks for the response, but why is not being considered? It's such a huge gap given that you have google docs integration? Why was google implemented but not OneDrive?5 -
[Feature Request] Automation trigger for Smart Docs signing
The smart docs eSignatures are a great way to streamline clients' signing on proposals and quotes. However currently we can't get a trigger from Pipedrive (either in Workflow automation or via API / …5 -
Automation for new document creation with new deal stage
Hi, I have been using the documents function in PD to have document templates that I can create with PD data inserted. Is it possible though to automatically create one of the documents when a deal g…5 -
Projects Tool - Available for Mobile?
Hi there, I am eager to explore the new Projects tool but don't yet see it anywhere across the mobile platform. Will this be made available or will Projects only work in the computer platform? Thanks.37 -
Archive pipeline - missing functionality
I know many people use pipedrive for the multiple pipeline support. However, the inability to archive old pipelines no longer in use is a big missing piece of functionality for us. There are many tim…6
