We often come across a contact or Deal that has hundreds if not thousands of emails showing (since we have Users have their emails Shared by default— something we will be clawing back soon). In order for the system to better show Users which emails are Linked, and therefore visible by everyone, we think there should be a…
When you send emails to prospects and clients you often want to CC a Pipedrive colleague. When you start typing emails addresses you just get suggestions from Conctact/Persons but NOT PD users, you have to type the whole email address manually. Suggestion: include PD users in the list for email suggestion addresses when…
Hi Pipedrive Community, I’ve encountered an issue with the MRR calculation that I’d like to bring to your attention. Here's the situation: I added two products to my deal—a 3-month Proof of Concept (PoC) period and a subsequent 9-month period. Each product is priced at €447 per month, and I configured them as recurring…
It will be very useful and interesting if Pipedrive builds a lead scoring system where a lead is assigned a score based on some factors such as Customer engagement: Which involves engagement with email campaigns sent to the customer, if they opened their emails, if they register or subscribe to the campaigns and so on.…
The option to update/unlink "LINK TO A DEAL OR LEAD" within the lead/deal/project module, not just in the Sales Inbox. This is an issue for businesses that have multiple deals open against single individuals or organisations at a time, causing the wrong emails to be linked to deals.
SmartDocs should have a settings option to not store documents in cloud storage and storing templates/documents in Pipedrive. At a minimum being able to create templates for the company directly within Pipedrive. As an implementation partner, clients commonly request proposal, contract, quote templates as part of a…
I would like to know if you can make 'Add products' a mandatory (IMPORTANT) field and also make the Item field mandatory for input?
Is there a way to show a numerical custom field with commas? I often enter large numbers and they are hard to read without a comma. Thanks!
I would love to see some opacity of inactive automations to better visualize active automations vs inactive/unused/in-dev automations. Since there is no grouping or folder structure to help organize automations, visualizing the cards is the next best method. I have added a picture below as a reference. Very small change,…
The automations are a "decent start" but they leave a lot to be desired … We recently had a problem because Pipedrive changed how the Slack integration works.Instead of being notified about this, we only found it because I was doing some updates and saw that one of our users' automations were failing. When I reached out to…
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