Hello! It's hard to keep track of the files uploaded to a deal. It would be awesome to have a custom field of type File to upload required files and to keep track of what's going on. Clients documentation, delivery note and others.
I'm new to PD and can't seem to figure if this is possible or not. I want to have a call with a customer, send a email based on the call (so can't be a template email), and then if they don't respond, then send a follow up email. Is that possible?
When creating automation the emails can only be sent from the user account. I have two mailboxes tha sync to the sales inbox but I can not choose which one to use. I do not really understand why I can not specify the from address as anything I want. This would be even better with the SMTP integration options mentioned…
I have read the post by the Product Manager saying Pipedrive is not developing any new features (https://community.pipedrive.com/discussion/12806/projects-add-on-current-state-of-things-and-future/p1) but I would still like to leave this idea here so it gets visibility. The project fields must have the functionality to…
I have read the post by the Product Manager saying Pipedrive is not developing any new features (https://community.pipedrive.com/discussion/12806/projects-add-on-current-state-of-things-and-future/p1) but I would still like to leave this idea here so it gets visibility. The projects add-on needs an import feature similarly…
A Integration with Square POS/Invoicing would be the best thing in the world. We use square as our POS so its natural to use it as our invoicing app as well. I would love to be able to invoice customers within Pipedrive and share customer data between the two databases easily.
I’ve seen some questions but not sure where this has landed. it would be awesome if there was a way to name each file added to the deal. Specifically pictures. Having the ability to rename “imagexyz” inside the app/deal would be great. if there’s a way to do that already I’d love to learn.
It would be very useful if there would be a function for adding related organizations when importing data from a file. This could simply be done by connecting them via registration number, or even pipedrive ID, and it would not have to be done manually, one by one, or via API.
It would be great to be able to have a custom domain for the webforms along with custom slugs. This would make sharing direct links to the forms look much nicer and more trustworthy.
It looks like you're new here. Sign in or register to get started.