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Customize Scheduler
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Is a Customer Portal Possible Through Pipedrive?
We are looking for a way to add a customer portal. We already have a form where a customer inputs their information, then we can send emails and invoices to them through Pipedrive. However, for the customer portal we would want the customer to be able to fill in forms, make payments, view their account information, and…
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Branches of Organisations
Hello there, I'm trying to integrate the branches of the various organisations in Pipedrive. It's important for our work, because we do not only have deals for the whole company (organisation)but for their single branches. But i could not figure out how's the best way. Are there any plans from Pipedrive to make a third…
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Update to Adding Contacts is now more time consuming and requires several more clicks - not happy
Using Pipedrive everyday to add contacts to companies, I have noticed a recent update that is frustratingly inefficient and in my opinion unnecessary. Before the update, I would just click on the"+" button to add a person which would bring up some person fields for me to fill out.. perfect. Now when I go to do the same, a…
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Stop an automated email going out on a one by one basis
I've got 50+ automations set up at any one time, and most of them trigger an automated email to go out to my clients updating them as to what's happening. From time to time it's not the right thing to send them though, so some way of stopping the email going out would be awesome :-)
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Configuration to show won deals for some more time in the pipeline
I would like to have a functionality that allows an administrator to configure a certain number of days for which won deals are still visible in the sales pipeline. We have a dedicated column for won deals where we would like to keep won deals for e.g. 4 weeks after they were won to see the successes in the past always…
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Using Custom HTML and CSS for Web Forms
Can we use our own html and css for our web forms and submit the data to Pipedrive when a user submits the form? If so, how can this be done? Thanks.
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Merged: Book a zoom meeting from a customer perspective
This discussion has been merged.
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Report by Labels on Deals
Hi, In the reporting section, I'd love to be able to see the split of deals with different labels. Currently this does not seem to be a field. As leads are labelled and added as deals depending on lead source, and I'd like to then analyse the performance of these via the label. It would be much more useful for me rather…
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Automate email with attachment from document template
I am looking to automate sending an email when a deal is moved to a new state. What i want to have happen is for a template email to be sent, and request signature on an attachment generated from my document templates.
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BUILD A QUOTE BUTTON ONTO DEALS WITH PRODUCTS.
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Need two reports: Win Rate (%) per stage & Average Sales Cycle
Hi, I have a couple of things that I need / would like to suggest. 1. Win Rate per stage: In the old reporting, I was able to see a report that would show the % Closed Won rate per stage. This was great so that I could apply the appropriate % probability of each stage in our sales pipeline (which in turn affects the $$ for…
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Check box fields in Leadbooster.
Today it's been the first day we've used LeadBooster. Unfortunately we've found out something that makes the product inviable for us. We can not add a check box field type which is a must for GDPR compliance (at least in Spain). The user has to check the box to make the send button workable, so we cannot skip this…
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Fully Customized HTML/CSS Email Templates
The ability for us to create and use fully customized HTML/CSS email templates in PipeDrive would allow us to send out branded emails that are properly formatted to our requirements. "Templates" currently refers to the text used in an email but isn't really adequate of a sophisticated email marketing platform.
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Ability to assign a task to more than one user.
It would be great to assign a single task to multiple users and if one user completes it, it is marked as completed in all user accounts. This would be a huge benefit to team collaboration in Pipedrive. Adding another user as a guest or an additional contact on the activity is a workaround, but not the best solution…
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Next Activity for Lost Deals
Hello, Wanted to get everyones thoughts on the next activity pop up for lost deals. I have an organization that currently is trying to transition to working off the activity screen for daily action items but, their biggest complaint is Pipedrive requesting a next activity even if the deal is marked lost. I really…
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Live Chat - Offline Option!
It would be so great to have an offline option with the chatbot / live chat. Something as simple as selecting your operational hours so that during these times, your users are met with an automated message explaining that you're offline, leave an email and we'll get back to you. At the moment, the only way to do this is to…
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Product Display In Pipeline List View
Hi Folks, I just want to give an important Feedback, few times I have forward this comment to Pipedrive so they can work on it and I am hoping to see it coming :) I find it very relevant to see in the list view Pipeline, the display of the products so you can have an overall picture of your Business. For the moment only…
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Organizations Current Time based on Timezone to Show in Deal Header
I wish that you could set the time zone of the organization or deal and it would show that deal's current time in the header when you opened that deal. That would save me so much time and brain power.
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Email tracking issues
I track though Pipedrive. I'll either open whan I get a notification or periodically through the sales assistant. In addition, it will only allow you to see certain amount of opens. For instance, I had one contact with 108 opens. I could view the most recent ones then it would say 97 more opens...but I could not scroll…
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Les blocages sur "Sales document" qui nous obligent à continuer sur Pandadoc
Hello tout le monde, Désolé, j'écris en Français, c'est plus simple pour exprimer clairement mon point de vue. (Le petit bouton translate vous aidera j'en suis sûr) La fonctionnalité "Sales document" + "e-signatures" est super. Malheureusement il y a 2 points qui nous empêchent de l'utiliser pour remplacer "Pandadoc".…
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ability to hide stages of pipeline from view
my company has to rearrange data often as we are a growing industry, and it would be great if when in a pipeline you could hide certain categories that you don't need to be viewing at any given time. we don't want to delete them- but it can get very overwhelming trying to look through things and it would be nice to…
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Chat tracking
Is it possible to track PD Chats with Google Analytics? I use Google tagmanager. I need to measure my marketing activities ROI in different channels .
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Ticket Management with Pipedrive
In your press release after the Vista invetsment you mentioned that your goal is to "provide our users with powerful tools that cover the whole customer journey". That would imply that you start serving customer success and support teams as well. Are there any timelines on when you extend your product to include a support…
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Goals - Personalising the set up for a goal
Hi! The new goals function in Insights is a nice addition, however there is room for improvements. Currently, you are quite limited in what you can set up a goal for, and in what way you want to set it up. One example is, when setting up the 'count' won deals goal for a quarter, you would have to set up 4 different goals…
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Merged: Sort deals on pipeline view from the oldest to the most recent
This discussion has been merged.
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Merged: Customizable scheduler
This discussion has been merged.
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Merged: Edit other automations created by others
This discussion has been merged.
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Using date field and activity type as filters
We use Pipedrive as a sales tool for an IT company. What is significant is that our customers have several different products we maintain and have implemented them at different paces and the products are handled by different experts. We want to discuss the product situation with the customer at least once a year with the…
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e-Signatures with "Sales Docs"!
New "Sales Docs" feature is great BUT, what is it good for if my "clients" can't sign on it and compromise "on the spot"... This way, we would not depend on third-party services as Adobe, Docusign, and/or Hellosign ... or at least, do an integration were that document sent can be immediately signed with any of these…