If you are creating a document with the new document creation feature, it creates automatically a folder in Google Drive of the organization within the general Pipedrive folder and saves the file in this folder. If you upload a file it will be synced to the general Pipedrive folder without the creation of a organisation…
Is it possible to create a custom field that is either just there for reporting or can only be edited by the Admin? We want to track the source of the data and will be using multiple sources. We will then be able to report where each deal came from and which sources were more profitable. I can create the "source" field and…
We have to duplicate and create actions which are very similar to each other. Would be great to have a case statement so we can use the same business logic (except for a single item) and then direct the action based on the value of that one item. i.e. we take the same action nomatter which stage an item in a pipeline is…
The insights option is very powerful and useful. It offers 3 entities for reporting and gaining insights. However, there are two entities that is missing in our opinion. It would be very useful to have Persons and Leads added to the list of options to generate a report on. This could provide companies with so much more…
I would find the ability to filter and sort the Pipeline view extremely helpful. In other words, would like the filtering and sorting ability for the List view to be enabled for the Pipeline view. I suspect I am not the only one that would love such features...
When creating a contact from an email it would be great if Pipedrive could detect the organization with the domain if other people from the organization are already added: Example: john.doe@nike.com is a contact with the organization "Nike Ltd." When mary.miller@nike.com writes me an email and I add her as a contact, the…
Please show the zip code in the address field. It's a chore to search the same address in Google just for the zip code.
How can we create a dynamic URL Link inside an email template. For example I want to have: "Please find more details here: http://www.mysite.com/register?useremail={email address} I can provide everything up to the "=" as a link, but how do I add the prospect's email address to the link? I can pass as plain text, but this…
Two requests for the new e-signature feature: * Ability to send a CC email to someone that is not signing the document once everyone has signed it * Automatically save the pdf document to Google Drive after it has been e-signed by all parties (just like it does with the other deal related documents created in Pipedrive).
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