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Product grand total field for Smart Docs templates
We're moving all our proposals and contracts into Smart Docs, it seems to be (nearly) the perfect solution to provide consistent clean proposals without expecting our sales team to follow a bunch of rules. It gives them firm rails to get a perfectly formatted proposal at the click of a button - which we love. However... I…
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New year's wish: Please stop asking me to rate Jim.
I have a moderate wish at the end of the year on behalf of decency. Can you please stop to asking me to rate your customer service agents after every exchange? That's just so wrong for both sides. While "Jim" may be any number of characters working for PD, they are still people. So am I and our customers. We do sometimes…
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Overrule the "Sidebar" settings to all users within a certain group
We have custom made a lot of "sidebar" settings, but would love to override the users who doesn't have this sidebar settings. Could you make an option for that?
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Can't change "unsubscribed" marketing status
There are many cases that we should be able to change to marketing status from unsubscribed to subscribed again: * user just unsubscribed from a specific newsletter and not ALL of them * missclicked the status while editing contact details * customer decides that he wants to receive newsletters again Hopefully we will be…
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Feature requests for new Delay beta in Workflow Automations
Hi, Re the new Delay beta in Workflow automations, I have a feature request please... * Delay until condition is met, not just time based delays. Eg delay until Activity Status has changed to Done. * Even better would be the ability to combine, eg Delay until condition is met, or x amount of time has passed, whichever…
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What's Pipedrive? or No I don't want a demo
Have you ever been asked whats Pipedrive when sending a prospect a calendar link? Happens to me all to frequently https://share.getcloudapp.com/nOu9wDRj I would like to edit the name of "Pipedrive" into my company name on the invite link... Please make it happen, development team :)
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Problem with notes not saved
I sometimes forget to save notes upon leaving a contact's page. I have requested that Pipedrive develop a default whereby they are saved automatically. Does anyone have a workaround that will help out this forgetful person? Many thanks in advance for any suggestions you may have, Marjorie Saulson #Asking for Advice,…
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LinkedIn feed into the PipeDrive Leads Inbox
Hi all, We are using LinkedIn integration. The problem is that now all visitors to our web site will be automatically turned to new deal (unless existing organization). Unfortunately most of these deals are junk. We have tried to adjust filters at LinkedIn side, but we cannot put them too tight. The best solution would be…
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Double check if I really want to mark a deal WON or LOST
Here's the situation: after a sales call I'm pumped and want to mark a deal Won or Lost as fast as I can. However, often I forget to go through a mandatory checklist (is the value updated, do I have all info needed from prospect, etc). Is there a way to prevent me to mark a deal WON or LOST? A solution may be to show a…
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Locking fields so they can only be edited by Admins
Is it possible to create a custom field that is either just there for reporting or can only be edited by the Admin? We want to track the source of the data and will be using multiple sources. We will then be able to report where each deal came from and which sources were more profitable. I can create the "source" field and…
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I want to hide data fields from the "Add View" that are required to be filled at a later stage. Woul
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Download the notification data.
I love the new notification feature. However, it is very difficult to take action on the data since it does not link easily to the contact. I would like to be able to download the Notifications data, which would include the email subject line, the person name, the email, the system ID and the number of opens and/or clicks.…
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[Feature request] Additional fields in Email templates and Workflow automation Send email action
Hello, it would be great to have a few additional fields for inserting in email templates. For the start: * The ID of the Deal - could be for example used in the subject line of an e-mail; * The URL (link) to the deal - so it can be inserted as a link. There are already a lot more (than in Email templates) fields available…
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Product Categories for Reporting
I need to be able to report using product categories but am unable to do so. When will this be available?
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Goal setting : product targets?
Goal setting seems quite limited at the moment, unless I am missing something? I am looking to set user targets for various products/product categories, which are in our product inventory however this doesn't seem possible... at the moment all I seem to be able to do is set a unit sales or revenue figure for each user. Our…
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Organising Data Fields in Pipedrive to make it Easier to Find the Correct Info and Improve User Expe
Problem: Lots of data fields; no ability to organise them into sections with headings etc I would like to have the ability to group specific data fields together and add a heading/ sections. WHY? because I find that when there are several data fields including custom fields, I spend too long trying to find the field I'm…
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Deeper Outlook Integration
To spare your valuable time on reading my thoughts and reasoning, skip to the bold section at the bottom: I'm already very grateful for the outlook integration that exists, and it has helped me to organize tasks and projects. Outlook integration is the reason I use Pipedrive at all, without it I wouldn't be here. The…
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Synchronize two e-mail addresses
Good afternoon to all, For almost a half year I'm using Pipedrive to organize my contacts and get as much efficiency out of my sales. I started my company with one e-mail address (existing one taken over from another business) now I NEED to add a second one. I didn't believed my ears when I heard that even with a more…
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Feature request - Automated payment schedule postponing
Hello! I'd like to place a feature request for following scenario, which I believe is not unique just to us as company but more organizations may be struggling with it. Background: We are using leads pipeline for processing our contracts. As of certain stage in the pipeline we get to know more about potential services to…
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Would you rather PipeDrive develop existing tools, for cross-tool compatibility, or release new tool
Would you rather PipeDrive develop existing tools, for cross-tool compatibility, or release new tools (such as Projects & Campaigns, or unannounced features/tools)
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deactivated users in statistics and filters
Deactivated users are removed from assigned teams. The consequence: You are loosing deals in the insights if you want to see reports on team level. Assigning them to an existing user is not an option. So: deactivated user need to remain assigned to a team. Besides that you can not use these users in filters like "show me…
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Complete the Trifecta - Products, Recurring Revenue, and Workflow Automation
Products is super useful, love it! Sales documents are quickly becoming something I don't even need to think about anymore. Recurring Revenue has everything I want to track recurring payments Workflow automation only talks to products in a limited way and doesn't talk to recurring revenue at all. The subscription feature…
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Advance vs Professional?
Anyone can say if pipedrive professional is worth the money over advance?
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Pipedrive Advance vs Professional
Anyone can say if pipedrive professional is worth the money over advance?
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Where is the Recurring Revenue Growth Report?
Obviously, somebody removed the "Recurring revenue growth" report in the Insights. Will it come back? Is there another way of tracking the Expansions/Contractions/Churns?
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Creates notes via workflow automation
Hello there, I use workflow automation to help my sales team and it could be interesting to manage "notes" with Automation and to pin them if we want to.
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Bonjour, j'aimerais faire une recommandation. Il serait pertinent de pouvoir partager un gabarit de
Hello, I would like to make a recommendation. It would be relevant to be able to share an email template with specific people and not with the entire organization. Thank you.
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Pipe view for organizations
It would be great to be able to add the Pipe view to organizations !!! and have the possibility to silo with the item we want ;) Would gladly discuss about it !
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Complete Pipe Drive automated subscription inflation correction script
We manage over more then 500 subscriptions in Pipe Drive and because of inflation, we wanted to update all of them by x%. An easy task, it seems, however a Lot of manual work in practise. Because there is no automated solution. And so; we build it. We used it to update all of our subscriptions and it worked great. It goes…
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Development request
Hi there, we have a newsletter that we send out every week to the companies in our pipeline via MailChimp. Each one of our deals has multiple people involved in the decision making process and we'd like to send it to each of them. However there is only on spot for a "person," we list the rest as "participants," however…