English Hello, We are contacting you regarding our Pipedrive system used by WTG Corretora de Seguros e Vantagens. We use Pipedrive to retain information from our valued customers and to manage the workflow efficiently. In this context, we would like to make an important addition to better meet our customers' needs and…
Hi there. It would be great if we can see the deals that are running late from the expected close date Also would be great if we can create an automatation if the expected close date is late?
Hello! I'm relatively new to using Pipedrive, and during my recent experience, I've identified some potential areas for product improvement. Specifically, I have a couple of suggestions for the compose email feature: It would be great if I could conveniently include a few individuals in the BCC field while keeping my…
Hi dev team, Please can you look proactively sending out messages to contacts via Whatsapp Business / Twilio in the Pipedrive platform. I appreciate the responsive capabilities in the lead gen section. We currently use Front and prefer to use Pipedrive for everything. Separately, to respond to Whatsapp Business message in…
Please allow reporting and/ or view for PARTICIPANTS attached to: Deals Products Other This has been requested for several years and yet to see it resolved.
Our company has the ambition to build a recurring revenue base. The first subscription-based agreement was signed in August and there is a pipeline of open deals, all with monthly revenue. Deals are typically generated in USD and EUR, whilst our local and reporting currency is NOK. We have therefore looked into the…
Smart Docs - Please add Dropbox to the choices for connection. It's all we use in our company and we would love the SmartDocs feature. Thanks!
Notes Section. Why does it show emails and then it puts those with attachments in Files? All this does is clutter up Files unnecessarily and they are duplicated. If a file is important enough to be put into Pipedrive File we would just upload it. It's already in a email why duplicate this? Why isn't there a quantity on…
Reports or Filters needs to be able to find Deals with Attached Files or missing them. It's a great insight to check data is entered correctly. In our situation we automatically have a PDF attached to the quote or order File in Notes Section
Hide Fields or Delete fields that are required by Pipedrive. We only want to see the fields we need to see. This saves would save us a LOT of time. We only need to see what we need to see. There is no reason to clutter the screen with those Pipedrive required fields.
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