Following a chat with the support team it appears not yet possible to have Signature and Initials Fields in templates for SmartDocs. Please add this feature ! š A template is made to gain time. Adding signature and initials fields each time I convert a template into a doc seems so unnaturalā¦ š« Many thanks
It would be great if Pipedrive's Scheduler had a round-robin team scheduler, so clients can schedule a call with either of the company's employees depending on their availability via one link (the same way as it's done in Calendly). I would have helped to use Pipedrive's Scheduler instead Calendly's for $32/month.
When using a timerange in activities, it'd be great if the due date pulls from the end date, not the start date: Currently, due date is pulled from the start date, which is confusing when there's an end date. End date is the actual or more natural due date for activities spanning several days. Example: We're pulling someā¦
It would be great if we could create our own folders for the sales inbox so we can keep them organized. The only option at the moment is labels
Hi there, I've seen similar posts requesting for that ability to add multiple users to an activity but no useful responses to the issue. Is the only current workaround to add other users within Pipedrive as contacts so they can be invited as "guests" to an activity? Thanks!
Iād love to see an AI feature that can generate a concise summary of an Organizationās journey and status by analyzing all linked notes, activities, and communications. This would provide instant context when viewing an Organization so my team can jump back into conversations without wondering, "where were we withā¦".
would love a business card scanner feature for Apple products
I created a bunch of custom activities and now realize I don't need half of them, I want to delete them to clean it up, why can I not do this, or can I? What am I missing?
Hello, It would be nice if the Unit price (discounted) actually rounded to 2 decimal places. On our template we use [Product unit price (discounted) (product unit_prices_discounted)] but depending on the calculation it could go beyond 2 decimal places and does not look nice on a quote. The user can backspace the amount butā¦
Could the ability to send a Group Email (not Campaigns) be decoupled from the Bulk editing capability? Our internal security team recently had us turn off bulk editing, to better control our data (and since Pipedrive emails our Legal rep weekly about this "high risk" feature being turned on). Almost immediately, we heardā¦
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