It would be very beneficial if the scheduler could automatically synchronize with the user's calendar. This feature would streamline the appointment setting process, ensure consistency and accuracy, and reduce time spent manually updating both the calendar and the scheduler.
* Is there a way Pipedrive could go windows app? Like Asana * Why is PD super slow especially with its interface when showing the list of leads * Is there a possibility that PD can add a chrome extension that can quickly add deals or contacts and would look like this not needing a Gmail web for it?
We have a range of teams and ideally we would like the projects to be segmented as well based on visibility groups as with deals.
We have now been on the new deal format for a few weeks now and we are finding it less than satisfactory for our business needs. The new layout and system is costing us time and money due to features that are no longer available. 1. We have our emails integrated with PD, so everytime we send an email it attaches to the…
The labels on emails are not visible till you open the "View Full Conversation" pop-up window in the Deal views. As all the emails are displayed as a list inside the Deal view, it would be very convenient to see the labels on each email displayed. BTW I really wish and asked to be able by default to group the emails by…
I would love to have labels for activities within a deal. We have the little icons for something being a call, meeting etc, but if they could be coloured and with labels that allow us to visually understand something instead of just words that would be helpful. Doing a quote is really important so for that I would love to…
Dear, Now that the API Quotes in Xero is ready ( https://developer.xero.com/documentation/api/quotes ), can we create quotes from PipeDrive so this ones can be saved in Xero as a quote and not as a draft invoice? This will be a great feature for all the users that works with Xero and PipeDrive. Can I vote for this feature…
Hello everyone, We would like to have a function for our newsletter that automatically sends out double opt-in requests as soon as a web form is filled out. Currently, we have to send out the requests manually after someone has registered for our newsletter via the web form. This is very inconvenient. When can we expect…
Hi Team, it would be very helpful for us to set up an automation that triggers the delivery of an email in case a deal has no data within the Revenue module (Billing Plan): I've tried to do it but I see no way to use those data (Billing Plan) as a condition for an automation on Pipedrive. It would be great to develop it,…
Would You like an activity to be able to attach a file/document?
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