Hi - I'd like to add a note to my project to serve as the "Project Brief" and want to pin it at the top so it's easy for my team to locate. Can this be done? Thanks.
I am trying to collaborate with colleagues who are not Pipedrive users on our automated emails. There is literally no way to send a test email or otherwise export an email template so that they can see the email. All I can think of is have them go through each of our separate lead channels to receive these as a user would.…
Hi. Do you need to be able to drag-and-drop your deals, to sort them in your own order? At moment deals are shown in chronological order according to activity date overdue/due/scheduled. But I need to be able to sort them according to which ones I find most important to work on. Anyone else recognize this?
I linke to share the link for the document need to be signed directly via Messages/Whatsapp. To get the DEAL closed faster. The only thing I need is to get access to the Link that is send to the customer in the signing invitaion E-Mail from the Backend. All mayor e-signing tool do offer that option
When you make a deal report you can show product quantities. BUT that product quantity is just how many deals that included that product not the real quantity of the products in the deals. Please make it possible to measure how many total products that is used in the deals.
It would be great if we could have a field for birthday month/day without year or a calendar drop down so we can add our contact's birthday's and run filters for upcoming ones.
It would be great if one had the option to update the prices for products attached to a specific deal, e.g. by pressing a button (see example screenshot below). Use case: Sales rep. creates/edits a Deal in Pipedrive, and attaches products to deal (e.g. with 25 positions), then creates a quotation using SmartDocs feature.…
The current "Sales Inbox" always displays full quoted text in email threads. This clutters the interface and makes it difficult to quickly find relevant information. Please add the default feature to automatically collapse quoted text, similar to Gmail or Outlook. This would greatly improve readability and streamline…
Hello Pipedrive Team, As a daily user of Pipedrive, I’ve noticed a few areas that could benefit from improvement and wanted to share my thoughts with you. First, regarding the tags in the lead box: when adding a tag by typing, for example, "cold...," the system suggests the tags we've created, such as "cold prospect,"…
I don't understand why Pipedrive refuses to include a monthly calendar view like outlook has. This has been a topic for at least three years based on what I have seen. The response was always, "I'll pass it on to our team". What I would like to know is what the team has been doing for the past three plus years?? Pipedrive…
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