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Overrule the "Sidebar" settings to all users within a certain group
We have custom made a lot of "sidebar" settings, but would love to override the users who doesn't have this sidebar settings. Could you make an option for that?
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Product grand total field for Smart Docs templates
We're moving all our proposals and contracts into Smart Docs, it seems to be (nearly) the perfect solution to provide consistent clean proposals without expecting our sales team to follow a bunch of rules. It gives them firm rails to get a perfectly formatted proposal at the click of a button - which we love. However... I…
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New year's wish: Please stop asking me to rate Jim.
I have a moderate wish at the end of the year on behalf of decency. Can you please stop to asking me to rate your customer service agents after every exchange? That's just so wrong for both sides. While "Jim" may be any number of characters working for PD, they are still people. So am I and our customers. We do sometimes…
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Products and pricing
I would really like for a better handling of pricing on products and also some more fields available on Smart Docs to handle prices with and without taxes, and total price including taxes.
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Feature requests for new Delay beta in Workflow Automations
Hi, Re the new Delay beta in Workflow automations, I have a feature request please... * Delay until condition is met, not just time based delays. Eg delay until Activity Status has changed to Done. * Even better would be the ability to combine, eg Delay until condition is met, or x amount of time has passed, whichever…
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What's Pipedrive? or No I don't want a demo
Have you ever been asked whats Pipedrive when sending a prospect a calendar link? Happens to me all to frequently https://share.getcloudapp.com/nOu9wDRj I would like to edit the name of "Pipedrive" into my company name on the invite link... Please make it happen, development team :)
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Pipedrive Advance vs Professional
Anyone can say if pipedrive professional is worth the money over advance?
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Synchronize two e-mail addresses
Good afternoon to all, For almost a half year I'm using Pipedrive to organize my contacts and get as much efficiency out of my sales. I started my company with one e-mail address (existing one taken over from another business) now I NEED to add a second one. I didn't believed my ears when I heard that even with a more…
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Inconsistent Translation of 'Win a deal': 성사 vs 성공
Greetings, I'm reporting another issue of Korean translation—inconsistent translation of 'win'. In English version, this is what we saw for a won deal. A deal is won and its won time is shown on the left side. In Korean version, however, we have a discrepancy. * A won deal is translated as '성사' * A won time is translated…
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Advance vs Professional?
Anyone can say if pipedrive professional is worth the money over advance?
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Double check if I really want to mark a deal WON or LOST
Here's the situation: after a sales call I'm pumped and want to mark a deal Won or Lost as fast as I can. However, often I forget to go through a mandatory checklist (is the value updated, do I have all info needed from prospect, etc). Is there a way to prevent me to mark a deal WON or LOST? A solution may be to show a…
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Download the notification data.
I love the new notification feature. However, it is very difficult to take action on the data since it does not link easily to the contact. I would like to be able to download the Notifications data, which would include the email subject line, the person name, the email, the system ID and the number of opens and/or clicks.…
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Email Activity - Duplication Frustrations
For 3 years I've been using this software and I'm super frustrated that despite using the bcc when sending emails I then need to create that email as an activity then clear the activity so that it registers when I want to track the activity. This is very painful as I'm carrying out 2 actions for each activity. I was told…
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Goal setting : product targets?
Goal setting seems quite limited at the moment, unless I am missing something? I am looking to set user targets for various products/product categories, which are in our product inventory however this doesn't seem possible... at the moment all I seem to be able to do is set a unit sales or revenue figure for each user. Our…
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Deeper Outlook Integration
To spare your valuable time on reading my thoughts and reasoning, skip to the bold section at the bottom: I'm already very grateful for the outlook integration that exists, and it has helped me to organize tasks and projects. Outlook integration is the reason I use Pipedrive at all, without it I wouldn't be here. The…
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Feature request - Automated payment schedule postponing
Hello! I'd like to place a feature request for following scenario, which I believe is not unique just to us as company but more organizations may be struggling with it. Background: We are using leads pipeline for processing our contracts. As of certain stage in the pipeline we get to know more about potential services to…
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deactivated users in statistics and filters
Deactivated users are removed from assigned teams. The consequence: You are loosing deals in the insights if you want to see reports on team level. Assigning them to an existing user is not an option. So: deactivated user need to remain assigned to a team. Besides that you can not use these users in filters like "show me…
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Workflow automation for Campaign emails?
Hi @Janis Rozenblats, I hope you are well! I'm looking at using Campaigns for our subscription renewal emails. I've the Pro account and access the Revenue Subscription feature. I'm hoping to do the following automation with Campaigns: when it's 1 month prior to revenue date end > send Campaigns renewal email. Is this…
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Complete the Trifecta - Products, Recurring Revenue, and Workflow Automation
Products is super useful, love it! Sales documents are quickly becoming something I don't even need to think about anymore. Recurring Revenue has everything I want to track recurring payments Workflow automation only talks to products in a limited way and doesn't talk to recurring revenue at all. The subscription feature…
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Objects
Any thoughts on adding custom Objects to Pipedrive, somewhere along what you can do in SFDC?
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Development request
Hi there, we have a newsletter that we send out every week to the companies in our pipeline via MailChimp. Each one of our deals has multiple people involved in the decision making process and we'd like to send it to each of them. However there is only on spot for a "person," we list the rest as "participants," however…
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Creates notes via workflow automation
Hello there, I use workflow automation to help my sales team and it could be interesting to manage "notes" with Automation and to pin them if we want to.
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Add a serch bar in activities view
I would like to see Pipedrive add a search bar to the activities section. I can search emails, in the email section. I think the same feature in activities would be efficient. Would anyone else like to have this feature, or have any input?
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Why can't we search any keyword in Activity Notes?
I cannot search anything from the notes I have taken in activities. I have taken lots of notes in several meetings but after a while when I make a search for some keyword in several activities, search doesn't find any result? Why is that? Is there any way to enable it? Thank you..
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Lead Booster: Add option to remove the "We're powered by pipedrive" credit
We want to use the Lead Booster chatbot on our website but we don't want to have the "We're powered by pipedrive" as it distracts from the chat and since it's a paid service, we'd appreciate the chat window not to include self-promotion. Please add the option to not show this area.
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Geo location tagging activities
Just enquiring if it's possible to add a geo location tag to the time stamp when activities are created or marked as done.
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Bonjour, j'aimerais faire une recommandation. Il serait pertinent de pouvoir partager un gabarit de
Hello, I would like to make a recommendation. It would be relevant to be able to share an email template with specific people and not with the entire organization. Thank you.
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Pipe view for organizations
It would be great to be able to add the Pipe view to organizations !!! and have the possibility to silo with the item we want ;) Would gladly discuss about it !
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Has anyone had any success with Number formatting? Such as commas delineating the thousands (1,000 n
Has anyone had any success with Number formatting? Such as commas delineating the thousands (1,000 not 1000) and phone numbers being formatted?
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Complete Pipe Drive automated subscription inflation correction script
We manage over more then 500 subscriptions in Pipe Drive and because of inflation, we wanted to update all of them by x%. An easy task, it seems, however a Lot of manual work in practise. Because there is no automated solution. And so; we build it. We used it to update all of our subscriptions and it worked great. It goes…