Finally, also archiving is now synced in Office 365. However when archiving the archived email is placed in a "random" folder in my Office 365 archive. No idea why that folder is selected. When I rename that folder the new archived mail is saved in another folder. Does anybody has the same issue and a solution for it.
The introduction of Projects was a great add-on for Pipedrive. However, in order to further enhance the usage of Projects it would be great if a Gantt-Chart view of the respective projects could be introduced. Gantt-Chart view in this case means that all tasks and subtasks are shown on a timeline. Furthermore, it would be…
We are tracking Activities from our sales team. However, sending an email from Pipedrive does not allow the option of creating an email activity. Nor is it possible to send an email from the Email activity type. This forces our sales team to first create the Email activity, then send the email, then mark as done. Is there…
I currently am looking for a way to automate adding products and values to the Deal summary section. We sell multiple products to a client over a period of time so I would look to automate new products and values to be added at relevant points throughout the Deal lifecycle.
I have a request for the email templates. At this moment i send once per month a client per mail an overview of his "Open deals". Our clients can have several open deals, that i want to follow up by mail. To do this i go to the client, contact person en export the Open deals on that contact. I edit the Excel en copy paste…
Is there any way to make the pipe drive email feature more useful? Is some way of linking it to a more professional web-based email platform? One of my biggest gripes with the Pipedrive implementation is the fact that you don't have favorites when it comes to the addresses of people that you want to send an email to. I…
Hello, I would like to know if it is possible to send several documents at once to the same client. This would help streamline the process and save time. DocuSing has the envelope functionality but i dont know about Smart Docs Could you please let me know if this feature is available and, if so, how to use it?
Currently there is no option to share the dashboard by email. Gathering the data and organizing it in a comprehensive way is needed to drive commercial decisions. Having this scheduled to be received on a weekly basis helps on expediting the whole process and avoid emails, etc. So, I wouldn't be raising this if it's not…
Hi Pipedrive Community, I’d like to suggest a feature that could improve the search functionality in Pipedrive. For users who manage multiple deals per customer, it would be incredibly helpful to have an option to exclude won or lost deals from search results. Currently, all deals show up when searching, which can be…
We are getting a lot of spam web form submissions, which ruins our conversion tracking and wastes our team's time sorting through and deleting them. Has anyone found a workaround for this? Perhaps Pipedrive could implement a different / better reCaptcha approach, honeypot, etc.?
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