Best Of
-
Re: Checklist / To-do list feature
It would be great if we could create a checklist per deal stage. That way we can confirm tasks outside of pipedrive per stage and or even automate it. Let's say user fills form X I want to finalize c…1 -
Re: Field groups in Products
Hi, I like the possibility of grouping fields. We are a company where or product is a service. For us grouping product fields would be an important feature. Any chance that you can expand the feature…1 -
Pandadoc Disappear?
Anyone else notice that the marketplace app for Pandadoc is gone this morning and not appearing in Deals either?1 -
Re: Pandadoc Disappear?
Hey @JayDee ! Interesting one. Are you still not able to find the integration? Just in case, try to access the page directly from the link: or try to check integration as described on this video. As …1 -
Re: How to delete a smart doc template in PD UI, when the document was deleted in shared storage?
Hi @Jan Wendenburg ! Use the 3 dots below the template, then select "delete"1 -
Re: I'm a real estate agent just getting started with pipedrive and looking for advice.
Such a great question. I’m not even in the industry but it seems like pipe drive should share peoples best practices so we don’t have to restart everything over and over again. For instance, wouldn’t…1 -
Re: Birthday field / reminder for Contacts
The system needs a native and easy to use birthday or date reminder tool. Sales management is as much about relationships of which a happy birthday goes a long way. Also sales isn't only new sales bu…1 -
Re: Share Contact via Email
I ditto that ability. Cut and paste is pretty old school, don't ya think?1 -
Re: Does Re-Opening a deal to adapt loss reason, then closing it again change the win rate
Hi @TigerHebezeuge yes, the new lost time will affect states. You can make a filter for such deals and add Lost Time to the list view, which will allow you to change it.1 -
How do I report recurring revenue monthly, not annually?
Hey, I just closed a deal that sells a chunk of my time as a freelancer on a retainer. I created a 'product' with recurring revenue. I imagined my reports would show this monthly retainer each… month…1
