Hi all, I was wondering if there are any possibilities to have a more detailed product reporting. I have a lot of deals which contains several products / variations and would love to have the opportunity to breakdown the total deal values into orderlines (quantities, value, number of products). If not available in…
Hi, when adding a recurring revenue within a deal, it would be really helpful to be able to select a product and not just type every time a description. We sell services with recurring revenue. We store prices for the fee on the product master. We maintain the recurring revenue on the deal. Thx Susanne
We have multiple funders attached to a project (so multiple Deals are linked to a Project), but only one contact from one Deal is linked. Ideally I'd be able to go into a project and email all the lead contacts from different funders (Deals) at once, but the email function only populates the one contact linked to the…
I would like to be able to import price variations for products. As far as I know, Pipedrive only allows one price per item when products are imported. I work in multiple countries with different pricing strategies. Adding price variations manually takes a lot of time. Thanks!
Interested in the possibility of adding a field in the top bar of profiles (Organization, Person, Deals, etc.) of when something was updated (date and time), and by who. I currently set up an automation that will update the dates when a field is updated, but that is hidden in the side-nav as I can't force it into the…
I'm trying to export information for group emails. I can view the email tracking info on notifications, however, I would like to be able to export the info to include the contact details alongside the number of email views and link clicks. I don't seem to be able to find a way to do this. Does anyone know an answer to this…
It would be great if the activities under history could be filtered by the type of activities e.g. meetings, emails or calls. As of now all activities are listed in a chronological order but it would be very helpful if I could select a certain type of activities.
Hello! When I'm editing products of a deal or a note in Pipedrive, the save button of that editing window is located in the right bottom corner - exactly where notifications pop up if you have them on. This results in misclicks - you are about to click save, but notification pops up in the last second taking you to…
Hello, it would be great to have the possibility to insert a link to the current deal in an e-mail template or automation emails. This would allow the recipient receiving a notification (from an automated task for example) to click directly to the deal. Currently, it's not really possible because inserting in an email…
Hello pipedrive lovers, it would be really great to be able to create recurring spots in Pipedrive. For example, I have to do every month - tax returns - pay - etc ... I have a list of huge activities that repeat every month, every quarter .... and currently I have to create as many spots as I have repeat. It's quite a…
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