Hi There, We are looking into the possibility to use Pipedrive for sending quotations but are running into a problem with designing them. The create a document template has very limited design features and we can't find a way to make it look how we want it to look. We just want a nice looking pdf document with custom…
Hi we have started using pipedrive and are impressed. Is there a decent invoicing app that would work seamlessly with it, so we could create a quote withing the CRM and send it to the client and also track payments? thanks
Hello, We're looking for a way to show our expenses within a deal. For example: Deal XYZ has a value of 7000€. Expenses are 2000€ for Marketing, 500€ for merchandise , and a 300€ service-fee. We'd like to be able to add those expenses to the deal and have a final value visible somewhere. Any idea how to do that? I found…
Estimating in pipedrive? Do you use estimating software or just go straight to a proposal? Also is there a way to notify estimating they have a new job waiting.
I have the Quickbook app setup, but it seems I am only able to send an invoice. Is it possible to send a Quickbooks estimate directly from Pipedrive? I'm trying to avoid having to manually bounce between softwares for my workflow.
We provide B2B services on a regular basis to the same clients. I want to be able to request feedback (via a survey) for each matter that we work on with a client. On Pipedrive we store each matter in a separate Deal. Therefore, in order to prevent confusion I require several specific custom deal fields to be incorporated…
Hi, can anyone help me figure out how to make an API call using make.com? I am trying to add a note to a Lead using make.com. They don't have this feature, but it seems possible using the 'make an API call' with Pipedrive. This is as far as I got, but I don't think it is correct. Make.com has documentation, but the fields…
Is there a way to stop the 8x8 integration from creating an activity every time a call is made? I want to use call logging, but call logging also creates a to-do activity. As you could imagine, this only clogs-up my calendar... Any insight would be greatly appreciated. -Patrick
Bonjour Madame, Monsieur, J'espère que vous allez bien. Je voudrais intégrer le planificateur de rendez-vous sur mon site internet, mais je ne peux pas le faire vu que je dois choisir des horaires précis, et en plus c'est moins beau en terme de design. 😅 J'ai eu une discussion avec l'une de vos collègues, elle m'a dit…
Jana here, (Product Manager at Pipedrive). We’ve developed a brand new Gmail Add-on and are in need of some valuable beta testers before we release it publicly. The Gmail Add-on works in any browser (as long as you use Gmail as your email service). With the Add-on, all of your relevant deal & contact information will be…
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