Clients respond more positively to personalized emails. Saying that it would be helpful to be able to adjust the name of the sender in campaigns according to the owner of the contact the email campaign is sent to. This way, it would seem like the email was sent by the salesperson directly instead of appearing like just…
I'd like to be able to trigger an automation based on a completed e-signature in smart docs. Example: Proposal and Contract is sent to customer, the customer signs via Pipedrive e-signature. Pipedrive marks the document as completed... this should trigger automations such as mark deal as won or send a Slack notification to…
Option when disqualifying a lead it removes it from the leads list and cancels all scheduled activity.
It seems odd, that there is an option (when adding new products) to set the "Direct cost", but that cost is not shown when adding products to a deal, for calculating the gross margin. That could end up in situations where the sales agent is selling the product with a discount, that is more than the cost of the product.…
I have spoken with Pipedrive support and this doesn't exist/isn't possible, but placing it here as a feature request. The use case is: * We use Label field for our Organisations, to categorise the type of organisation eg. Lender, Customer, Consultant. We also have plenty of custom fields. Certain custom fields may relate…
Is it possible to launch Pipedrive in danish?
Hello, it would be really great to have the possibility to use SYSTEM FIELDS in e-mail templates and other places. I'm talking here about fields like Deal ID. It is currently sort of possible by using automation and custom fields (on deal creation update our custom field with the real Deal ID and then use the custom field…
Hi, Would it be possible to implement a feature that allows a filter to be deselected? At the moment the work around, as advised by the help team, is to select 'Everyone' to reset the details but this doesn't seem very logical to me. I would like to be able to select a filter, look at the data, then deselect. Looking…
Hi Pipedrive. I'm a mortgage broker so often have applications from couples. So I created an applicant #2 Person field against the Deal Person (who I treat as applicant one). However, in smartdocs, I'm unable to access applicant 2's person data. For example, I need applicant 2's employment status…
The bulk update feature causes me issues because I can't add to existing, I can only over ride the existing. This is an issue for tagging additional information to a field that already has some values assigned.
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