-
Product Sold Report
WIth the new Insights feature will there be a report for won deals by product as there is in the reports section? This is critical to us using pipedrive.
-
Bounce-Types
Is there a more detailed description about bounce types or the possibility to check the orginal bounce-messages? I have some contacts with the status bounced (blocked or hard) who also opened the email according to pipedrive. One of those must be wrong. Curious about the explanation ... Cheers, Thomas
-
Auto refresh pipedrive
Hi, If my colleague puts a new deal into Pipedrive, I can't see it unless I refresh the page. Is there a setting that auto refreshes the page? Thank you
-
Email Folders
Hi, Are there any plans for Pipedrive to develop the option of email folders? I want to use Pipedrive as my go-to single-use CRM without having to yo-yo to outlook. Many of my emails are not leads and general "info only" stuff that I still want to organise. If it's going to be a while, can someone suggest a workaround?…
-
🌟 Smart Docs Signature-box Feature Request 🌟 I would like to add a signature box on a specific line
🌟 Smart Docs Signature-box Feature Request 🌟 I would like to add a signature box on a specific line in offers I send to potential customers. Now the signature is added on a blank page in the contract. But it would be nice to have a signature on a designated place in the document. To further explain have have added a…
-
Reporting on organization and contact fields
I would like to be able to cross information from deals, organization, and contact in the reporting/insights tools. Currently, we've made some fields specific to organization and contact and we now need to replicate these to the Deal in order to report on them
-
Adicionar fotografia do cliente pelo smartphone
Uma coisa simples que me ajudaria muito seria poder adicionar a foto do cliente a partir do Smartphone e não apenas só quando estou com computador. Colocar fotografia é uma prática que eu utilizo, da trabalho, mas me ajuda a humanizar o cliente. É incrível como pra mim isso faz diferença. Podiam também aumentar o tamanho…
-
Make product data usable
Mainly: You can't add insert fields for products in email templates - this is basic and should be easily doable But also: The background data doesn't link easily if you use the API slowing everything down as it tries to link products to deals
-
Pouvoir changer de plan individuellement
Il serait très pratique selon l'utilisation de pipedrive de pouvoir augmenter de plan individuellement pour un seul siège d'une société par exemple car les autorisations et utilisations ne sont pas forcément pareil pour tous au lieu de devoir changer de plan pour tous les sièges alors que les fonctions ne seront pas…
-
Suggestion for Workflow automation after Email template is sent
Hello, It would be great to see if we can add a workflow template that allows an upate to the deal or create an activity after an email template has been sent. for example If I sent an email with a 'Quote' from my templates to a business, This creates an activity to follow up with them in X amount of time and also moves…
-
Ability to attach PDF's to Smart Doc Documents or Make notes w/sig request on a PDF
In my business we have to send PDF drawings for customers to sign. With Smart Docs, you can upload a PDF and request a signature, but you can't add any text or a note to it, and with templates you can't attach a PDF. It would be so much easier if you could do either of those things!
-
Feature request: Measure success per email template
In our Sales department we are using 4 templates (4 consecutive messages) for the outreach to new prospects. We would like to measure the success (#opens and #clicks per link) per message in bulk (per template) so we know which message is working well and which message needs improvement. Currently the platform doesn't have…
-
"Product" or "Product's Category" distinction in Insights report
Hello, I have a bit of a pickle - I am setting things up for our company and planning pipelines. Generally, we would like to limit pipelines number to minimum (as it gives better overview of deals), but in we would like to analyze “Lost reasons” based on either "Product" or "Produts's Category" - which can be defined for…
-
[Closed] Chatbot Feedback discussion
EDIT: This research has now concluded, thank you all for your feedback! Hi there 👋👋👋, Veronika, Product Manager for Chatbot (LeadBooster add-on) here 🙂 We would love to hear more details about your experience with Chatbot. Are you open to short call with me to discuss your feedback? We are preparing and prioritizing…
-
Subscriptions management
Hello, Would it be possible to have a reminder few months before the last subscription cycle / before the end date ?
-
Automation of activities
Hi, I've been working with Pipedrive for almost half a year and I've noticed that there is no way to mark the same activity in several clients at once. I must admit that such a tool would make my work much easier and faster. As a company, we organize sales promotions periodically and I have to mark such activities in…
-
Pipedrive Calendar: invisible recurring appointment?
Hello There, I have an issue where my Pipedrive calendar, shows that I have a recurring schedule in the middle of the day. My pipedrive calendar is synced with my outlook calendar but my outlook calendar does not have this recurring apointment set up at all. But because of that recurring appointment, clients are unable to…
-
Include Note Content in List view
-
Email to multiple contacts.
It would be very helpful for us if there was an option to send an email to all the contacts listed in the "Participants" section with just one click. We often need to send to over 10 participants and currently we need to copy and paste each individual email into the email.
-
It would be great if we can select the color of the segmentation in report
My team has been tracking the same set of data by using the same filters and criteria for each year. When we set the reports, they come with the different color of the segmentation each year. That's very confuse my team when we measure and compare the same data in different color each year. So, it will be super helpful we…
-
Insights for leads and organisations
e.g. how many new leads were generated this week/this month?(I can't believe this isn't possible currently) how many of my organisations are in this category/that category. Or to be able to use organisation fields in the table view for deal performance.
-
Ability to set a follow-up task from Gmail?
Hello! New to Pipedrive. I can't seem to find a way to log a task FROM Gmail. Ex: I send an e-mail to a CTO and before I hit send, I want to tell it to set a task in Pipedrive for me to follow-up in a couple days. Does anything like this exist? Thanks!
-
The ability to send people to a Pipedrive Web Form you've created using a QR Code, for a prize give
-
An 'Is not any of' in Insight reports options
I would like to be able to use the feature 'Is not' within the Insights section. The specific option I was using was Organisation. I would like to be to exclude multiple organisations from a report as they are skewing my numbers. I would therefore like an option for 'Is not any of'. Can you look at adding it?
-
Calendar sync issues - pulls all calendars across and wont remove once synced
Calendar Sync is hugely inconvenient in the way this currently works. Our team were excited in being able to use the "Propose Time" option and was all looking like this could resolve a big issue for us but the way the current calendar function works, it just won't be possible to use it as it pulls across all the calendars…
-
Would be great to be able to see the Job Title of 'People' on the linked to Organisation page (see s
This would allow us to map out prospect hierarchies and anyone at our company looking at the organisational view to quickly identify key stakeholders.
-
Payment schedule - maximum number of payments
Hi, our client has long term contracts ( life insurance etc. ) and we need to create payment schedule, but there is a limit of 2 years . So this is very short interval. Is it possible to extend this limit or do you have same advice how to solve this? Thank you Lukas Hala
-
Snippets
Id love to have the option next to templates to add a couple of smaller pieces of text (snippets) into an email for when I want to mix and match different parts of templates together.
-
Change the integration of a new report in a dashboard
When we add a new report in a dashboard, this report is add on the top of the dashboard and it changes the whole report layout. Should be intéresting to change this integration and maybe think differently this dashboard not very easy to use.
-
Leadership Setting / Boss Setting - Pipedrive accountability
As my agency scales, we need a way to keep track of Account Managers. It would be great to be able to see our account managers live in Pipedrive, similar to how Google Docs shows you someone is in a file. This would give us the ability to see that people are doing work and at very least active within the tooling we've…