As part of our reporting structure and KPI's, we have to hit a certain amount of activities per day. If we are out on the road all day, it is sometimes difficult to update all your activities done in that day. We would like a feature where we can adjust the 'marked as done' time / date so we can update our Pipedrive when…
Needing the ability to CC contacts to receive SmartDocs, alongside the signee. This is really important and would typically be found in most/all e-signing products.
Many times I have more than one Point of Contact for a Deal. I have created custom Fields to add a second person to a Deal, however, I also have to create them as a Contact/Person to have their information so I am adding their information twice. Can we add a second Contact person to a Deal?
It would be a really helpful idea to have a predefined list of Pipedrive users to send test emails to. Having to type in the email addresses each time you send a test is quite annoying. When we used Hubspot you could add in a list of email addresses you regularly send test emails to and then just select from that list each…
I have researched different task management systems such as Trello and Asana, and ClickUp is the newer player in this field. They seem to offer better value and ease of use. I see that you integrate with Trello and Slack. Will you integrate with ClickUp? If so, when?
Are there plans to add project imports and add insight reporting for projects any time soon?
For criteria in automations you can use everything from the previous steps With an update deal, you initially only have the deal data, but if you have also edited the organization in an intermediate step, you can also use the org data in the criteria. The only problem is that you really have to edit the organization.…
Hi Pipedrive team ~ I am working in the wellness industry where many of our contacts have their own business, and they also belong to another business. We would love to have the feature of being able to add them to two organizations but aren't currently able to do so. I have spoken with your team and the closest thing to…
We are currently facing the situation that we would like to send out customer satisfaction surveys to our clients with a certain delay to ask how things are going and to get their feedback of the sales process. Using campaigns or web forms within does not match our requirements. As we are using the Microsoft suite we…
I think you should be able to set it to move than 90 days. I have clients that book every 12 months. I want to send a reminder more than 90 days past their last purchase.
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