We have been using Adobe Sign to get signatures on contracts before starting work on new jobs. I recently learned about the integrated SmartDocs and I'd much prefer the direct integration with Pipedrive. I'm converting our existing contract templates into a template to use directly within SmartDocs. Previously, we had PDFs…
Hi everyone, I'm looking for solutions to extract product information from Pipedrive and integrate it into a template to create a customer-friendly price list or catalogue of all our products and services. My current idea involves using InDesign to build the template and exporting the data to CSV for merging. However, I'm…
Our clients often compliment us on the slick sales call booking system we’ve created at MinorCo. This results in more prospects booking calls and more revenue for the business! Here’s a behind-the-scenes look at our system. Powered by Calendly, RightMessage, Zapier, Kit and of course, Pipedrive!
Hello, We continue to find Pipedrive to be the worst sales experience we have had in our 50 years of business. Here are 3 of our biggest pains (we use Gmail) - has anyone had any success in fixing their gmail/email/sales-inbox issues?: 1. in Sales Inbox, when sending an email… we type in the recipient of the email and the…
Within Aircall you are able to see the summary, to do list and transcript of the call. I think it would be helpful as a sales representative to see the summary and to do list in the note of the call. Then if i need to refer back to the actual call then I would press the link to the call recording.
Anyone else notice that the marketplace app for Pandadoc is gone this morning and not appearing in Deals either?
Hi All, I've been busy setting up two companies I work with/for on Pipedrive, on separate accounts. Now that everything is set up, I'm using the Pipedrive mobile app more, which is great, however… I've noticed that for outbound emails on the mobile app, Pipedrive uses the default account email signature (in my case, iCloud…
Is there a way to have ERP data such as order lines and stock levels across respectively the companies and product database since sales people are not supposed to have (costly) access to the ERP system (and safety). We can export order lines per customer and stock levels periodically and have them uploaded. Can the upload…
Hi, I'm trying to force myself to use integrated Pipedrive email client, but there are a lot of things which make it very difficult. One small example is that when I sent out an invite for a meeting, replies [ Accepted/Declined/Tentative] in Pipedrive do not show the attendance [ Accepted/Declined/Tentative ], compared to…
Hi, I've set up an integration from JotForm to Pipedrive, and I'm encountering an issue with how Australian 10-digit mobile numbers are being handled. Initially, the phone number field in Pipedrive was set to "Phone" format, but this wasn't pulling any data from JotForm—the field was left blank in pipedrive, although…
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