As we all have documents that give us a better overview on the deal at hand. I think it would be really helpful if Important files could be pinned to the top, just like notes (or even to a sidebar).
Bonjour, Ce serait pertinent d'ajouter la fonction pour dupliquer des modèles de document. J'ai des conventions de formations différentes pour chaque formation, j'aurai gagner du temps si je pouvais dupliquer car là je dois toujours reprendre le doc originale puis ajouter les champs adresse client, stagiaires pour chaque…
The ability to create line graphs and combine reports into one graph, for comparison, trend searching etc…
As we work our territories it would be great to sort job sites or offices by postal code. And have them show up in google maps.
We sell to constructions sites. At the beginning of construction many of these sites do not have physical addresses yet. It would be nice to click to add pin drop or coordinates.
I was told Pipedrive made the decision earlier this year to stop generating auto-replies and bounce notifications for campaigns to the reply-to email. This is a critical part of maintaining the integrity of our CRM, and our old email marketing platform Mailchimp was providing this. Please bring this back.
FEATURE REQUEST Our sales process heavily relies on Zoom Meetings, Pipedrive's Zoom meeting integration is great, but would be brilliant if it imported the Zoom Cloud Based URL for the meeting once it was completed. We have multiple advisors connect with our clients at various stage through the sales buying cycle, having…
Can Pipedrive please develop an integration with zoom phone as a dialer option? It is the fastest growing business dialer software currently and I'm astonished that every other CRM has a native integration besides Pipedrive. If this isn't a priority for Pipedrive then we will have to start CRM shopping.
At the company I work for, I am responsible for using Pipedrive and the data the sales team put into the system. Now I often have the same problem that our sales team does not fill in the ‘products’ piece in the deal. This part is very important for our company to see what products are in the ‘pipeline’ and, of course, to…
60 days is sometimes not long enough for my clients workflow (using for Travel Waivers, not sales contracts) I would like to see a global setting for doc where you can specify the duration prior to doc expiration and/or turn of expiration.
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