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Olá! Eu gostaria de recomendar uma integração direta do Pipedrive com o ERP Bling. Ele é um dos maio
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📩 Quicker access to mail templates
@Mike van der Valk / @Bernd Auer A quick access to the mail template editing feature would really be helpful don't you agree? Right now, you have to go to: -Mail / new Mail / then select "select template" and then select "manage templates" before you can start editing your mail templates. Couldn't that be integrated…
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Add prospect in mobile app
Hi, Would be great to have the possibility to create a new prospect using the mobile app. at present it requires to create company or contact or lead, then convert it using the Web version; thanks
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PRISE EN CHARGE EVENEMENT RECCURENTS
Bonjour! Serait-il possible que les évènements récurrents de notre calendrier puissent apparaître dans la liste des activités (et non pas seulement en gris dans le calendrier). Il serait d'ailleurs bien qu'ils puissent être supportés par Pipe Drive comme une activité sur laquelle on peut interagir. Merci
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Pipedrive wird immer langsamer
Hallo zusammen, in den letzten Monaten läuft Pipedrive bei uns immer "unrunder" und mich würde interessieren, ob das bei anderen auch so ist. Es vergeht eigentlich kein einziger Tag mehr, an dem nicht mindestens ein Kollege Probleme hat. Diese äußern sich in langen Ladezeiten und manchmal hängt es sich auch komplett auf.…
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Relatório leads
Gostaria de mensurar os leads que foram convertidos para negócio
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Prospector Reporting
if it could be possible to print off an excel of the prospector leads if would be very useful. Create an excel list i could add details to help me manage my tasks and actions. i could add notes, contact details etc. share easily with others
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🚀 The Domain Authentication solution is coming!
Hey Pipedrivers, I’m Anton, the Product Manager for Campaigns at Pipedrive, working on delivering our lovely marketing product 😎 I am happy to inform you that the Campaigns team and I are now working on the domain authentication solution to improve our customers’ email delivery rates further. We know how sensitive the…
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Be Great if we could brand Pipedrive - So we have our company logo and backround colours
Be Great if we could brand Pipedrive - So we have our company logo and backround colours
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Assign Roles to Participants + Automation
We have participants that can perform different roles on different deals. Being able to assign and view a role that they play in this specific deal would be really useful. Updating participants (according to their role) on a deal takes a lot of our time. Being able to set some automation for tasks, texts and emails so that…
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Activities: Pop-up Reminders / Priority Setting
Is PD ever going to add the ability to enable a pop-up reminder for an activity? Not reminders via email, but a simple pop-up reminder on my desktop if I want it? Is PD ever going to offer the ability to set the priority for an activity in the activity window: High, Med-High, Med, low
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Google Forms
Google Forms added into template range, like Googles Docs / Sheets / Slides, would be very handy. Particularly when it comes to infield activities - like required data capture, including pre-labelled photos. We currently use iAuditor, so it is less productive and more costly having two unlinked software tools. Please…
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Export Deal - Person Details missing
When i export a deal to an excel it used to include the phone number and email address of the primary person attached to the deal. For some reason this no longer happens and only the name comes through. Can it please be changed back asap? We use the information in other spread sheets to generate documents we use, so our…
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Remove Activity Type Defaulting
We have a suggestion that could improve the way that Activities work. We are rolling out some reporting on our Activities by Users, and noticed that many of our Users don't ever change the default Activity type (currently Task) to something they are actually doing (usually a Call or Meeting). There should be a way to make…
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Sugestão de recurso de vendas
Seria bastante útil agregar ao sistema o seguinte recurso. Um campo padrão, no cadastro de produtos, com o propósito de cadastrar informações estratégicas direcionadas à equipa de vendas (exemplo de informações que poderiam ser cadastradas neste campo: prazo de entrega, forma de pagamento, promoção, detalhes técnicos do…
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Hitting Enter on Lost Popup Submits the form
Currently if you are typing in a lost reason and then hit enter. It does nothing. It would be nice if it submits this form rather than having to mouse over to the button.
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Project management: Linking a project to an existing deal
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New screen for budgets, great but...
I just entered my Pipedrive and... surprise! The elements in "products" can finally be activated or deactivated, and they have also improved a lot by being able to order them according to the preferences of each moment. It is an important step. All the work of attracting clients is often at stake in the…
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Make clients/recipients able to comment/make suggestions to sent documents
I want my customers to be able to comment/make suggestions in documents after sending it to them, so that I may implement requested changes without having to create and send a new document. If some details has to be changed in a document after sending it to a client: 1)The client must first decline (signing) the document…
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Merged: Asana Action in Workflow Automation, same as Trello
This discussion has been merged.
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Bulk Activities on Leads
In the future will be possible to add the same activity (example: "recall net week") to some selected leads with one "bulk" action? Thanks!
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Details for Multiple Pipelines
The nature of our business and use case is such that we have multiple pipelines. The detailed information that I would like to collect and reference for each is very different (even for the same contact or organization). We really need a way to have have different custom "details" populate depending on which pipeline a…
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Send and Save button confusion
In campaigns, when editing content, SAVE button is green. Outside, in campaign settings, SAVE button is grey and SEND button is green. This represents a big UX problem. You can send a campaign by accident when navigating back and forth. VS
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Additional fields available in Email Template
We could really do with Expected Close date as a field to use here. We have a subscription product and on our renewals, the Expected close date is the date of renewal which would be really useful to include in an email.
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Merged: Integration with popular messaging apps (i.e. whatsapp and telegram)
This discussion has been merged.
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Is there a way where we can tally the product purchased by a buyer?
Woocommerce + Pipedrive connection All store buyers are listed as a contact/people in Pipedrive. Is there a way where we can tally the product purchased by the buyers each time he/she buys? and view it on the report?
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Lost Deals Terminology
I've had a couple of clients explain their understanding of a Lost Deal to me when introducing Pipedrive, many feel the term Lost isn't what suits their business. I understand that if you Lose a Deal it doesnt remove itself from the system, you can apply a reason and report on it. However, I wonder if in the future it…
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Suggestions éclairages
Suggestions pour les éclairages pipedrive: ne pas arrondir la durée totale dans les graphiques. Nous voulions utiliser les éclairages pour remplacer les google sheets que nous utilisons pour le calcul de nos heures de travail mais l'arrondi automatique nous en empêche ... Dommage!
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Entity Project would be good
Hi, very good system! I wand suggest to develop an entity 'Projects'. It would be great to see projects with the possibilities to built from the data relations to contacts, deals, activities. Just a simple entity more. #suggestion #projects
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Workflow Automation: Specify Webform
When I use the rule "Lead source is webform" in Workflow Automation, I would love to specify which form exactly. In my case: I'd like to set a different label for leads which came from different webforms.