At the moment when our customers click the link, it is all branded Pipedrive. We would like to be able to change some settings company-wide on this page. e.g. add our logo and colour branding. Get rid of Pipedrive branding. We are paying for the "Professional" subscription. Thank you! P.S. The design of this page is a…
Hi All, On a regular basis I like to filter specific deals by product code, and by one (1) specific "product code" only. When you have say five products with product code A,B,C and D. If I have two (2) deals, one with product code D only, and one (1) deal with product code D & B. If I create a filter like" Product code is…
Hi there - it'd be great if we could set profile or organisation-wide defaults for email scheduling times. The current defaults are too generic - e.g. "Tomorrow Morning" defaults to 09:00 which means emails will be arriving at the same time as a lot of newsletters, calendar notifications, snoozed emails from Gmail and…
Workflows for custom details would be great. For example I work in Hospitality sales for card machines and need to know which EPOS (till system) they are using at the restaurants. So I create custom workflows for this as follows: Do they have an EPOS system = YES or NO Suggestion for Pipedrive to add: {if YES} = EPOS NAME…
I always have to manually remove the old value (or the default 0) and if I don't, what I type is added to the front. For example. I'm updating a deal's information and quickly press the value and continue typing the value "500", but because there's a 0 by default and I didn't take the time to highlight and remove it, my…
FEATURE REQUEST Our sales process heavily relies on Zoom Meetings, Pipedrive's Zoom meeting integration is great, but would be brilliant if it imported the Zoom Cloud Based URL for the meeting once it was completed. We have multiple advisors connect with our clients at various stage through the sales buying cycle, having…
The sound itself is loud and annoying. If I'm making 50-100 calls a day, that means I have to hear it 100-200 times a day. There really should be a way to turn it off or at least adjust the volume.
Please allow large text fields to be collapsed in the project details view. Hopefully, this shouldn't blow any minds... :)
Some feedback from a short trial of the new Campaigns tool. It's not quite at a level where we could replace our current eMailing tool (Klenty) but it is a very encouraging first release. On the good side; * Really nice eMail design interface that has a lot of great templates and flexibility * Easy to set up a campaign and…
It would be great if emails could include the ability to request the recipient to complete further data not yet captured by the Pipedrive user. For example if you are using merge fields in a template and there is some data missing which you need to complete a quote/invoice. You can still use those merge fields in the…
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