We love Smart Docs e-signatures, and we have a suggestion. It'd be very useful if the view-only link for proposals could be either modified or augmented with an option to send just that link to trigger a signature. Proposify offers this feature and it's something our reps use all the time to reduce friction in the signing…
Hi all Is there a way within Pipedrive to Automate Double-Opt in Emails to be sent when a new Person and Lead comes in? I'd have this under a particular tag as it would only really be those who have opted in for marketing based on our lead gen forms on Website, Facebook/ Google/ Linkedin forms. As I understand it now, I…
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…
I wish we could delete multiple private filters at a time
It would be nice to have audio possibility in campaign emails. Nowadays people like to listen the content rather than just read it. Just add function to upload audio file and play it by clicking a button.
Hi - love pipedrive. But we need white label. Talked to Pedro in support - very helpful - and he says this is not available. Are you planning on developing this and when would it be ready?
Please add a line item, like you did for taxes, for commissions on products. We are in the travel business, and each product we sell has a different commission. The commission is our actual revenue so we can't accurately calculate this now without a special field and a lot of extra work. We want to track commission and the…
The option of a predefined drop-down from the customer landing page with pre-selected product in the Pipedrive forms. I have customers with a form loaded with the selected product on the website. From here, it would be nice if this product could be tracked in the Pipedrive lead/deal, not as an open field depending on the…
Hello fellow Salespeople... so, whenever we lose a deal and click that big red LOST button, a little comment box pops up and asks us for a comment. I use this little box to describe why I lost the deal (price was too high, customer went with a competitor, etc) BUT - WHERE DOES THAT COMMENT GO? When we go back and look…
Multi-email-programme preview. I.e. give me the option to view how this email will look in Windows Outlook vs Gmail vs Mac Outlook etc.
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