It would be really nice if you could create reports in Insights based on product category. We are now using the current feature to be able to add products on a report. But when you introduce a new product, you have to add it again to all your reports. That is quite laborious when you have a SaaS platform where many add-ons…
It would be super useful to see a changelog for Projects in the same way that it is visible within a tab for People. For example, there is currently no way of seeing at what time a project progressed to the next stage. Even hovering over the stages doesn't show how long its been in each stage making it difficult to track…
Our users are complaining how much scrolling they need to do on a Deal because we have added a lot of custom fields. They have asked for a 'Collapse all' button at the top of the left pane on Deals, and/or for the Details section as that's where the custom fields and multiple fields groups are of course. To give you an…
I have tons of email templates related to different emails sequances. Would be great to have folders.
I have a small suggestion that could improve your already great product. So the task. I have a lead with a specific label. I need to convert it to a deal right away with a specific label. I sat for several hours, but could not find a suitable field. It would be cool and I think convenient if it were possible to set up…
Hey guys i'm having an issue with my quickbooks integration. My organisation is only able to connect one user account to quickbooks, however we require multiple users to have access for invoicing through pipedrive. How can i have multiple accounts achieve integration?
In such a way that we can talk to the customer about the products purchased.
I understand there have been past talks about adding tracking functionality to Gmail, Outlook, etc., so that emails opens could be tracked when sent from those apps and not only when sent in Pipedrive. Would anyone know if there are any new developments in this area? Thank you!
Suggestion: The "Deals" and "Leads" should be in the "Focus" section
it seems strange that I need to bulk convert my data as excel and then import it. that is something that should be native to pipedrive does anyone else feel like that?
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