Hi, i haven't found a similar topic on community...so here i am. In our sales proposals we need to use many discount (different customer segment & extra discount for sales managers) and different shipping fees (% of the sell price). Attached a little xls example. I hope it will be of interest to other customers and be…
Display some type of identifying information that shows which of my smart docs templates are shared with others without having to open the doc and look at the permissions.
I'm sure it has been asked before - but is there really no way of adding the signer fields to the document template interface, so I can set it up once for all users? We're losing precious time setting up initial fields on all pages of the contract, .... Thanks for updating! /cedric
I am wondering if Pipedrive supports Google Drive integration for Shared Drives. Currently, it seems that I am only able to upload files that exist only in "My Drive" in our Company Google Drive instance. Our organization keeps all deal-relevant files on shared Drives and therefore the google drive integration is useless.…
Hello! I think that Admin Users need to be able to edit the profiles of other Pipedrive Users in their environment. I would like to upload a photo for each of our Users, and would like to fix some names and emails in accounts, and unless I have that person make the change, this cannot happen! As an Admin, it makes sense to…
Pipedrive only allows us to view the current situation when it comes to revenue forecasts. When changing the period of time to one of the past, e.g. 6 months ago. It shows the won deals of the past 6 months and also any open deals that may be still open in the past. However, it would be good to see the forecast 6 months…
It would be great to have the option to link multiple deals to the same, single activity. For example if you had a meeting scheduled with one contact to discuss multiple deals, it would be great to link everything rather that creating multiple duplicate activities etc. Example of activity creation screen
Hi community, Hope this finds you well. Just wondering if there are any tips for side-by-side Salesbook/Playbook integrations or workarounds for Pipedrive? Context: My company is shifting from Hubspot to Pipedrive and there was this function to create playbooks in Hubspot. I am not familiar if there are such parallels in…
I recently added a new multiple options field on people to be able to track specific types of information so we can segment individuals in various overlapping ways (e.g. lives in DC, works for a nonprofit). I don't know when this new field type was added, but I'm really excited about it! However, I'm not sure if it is…
Hello, recurring events (like weekly, monthly) synced from an external calendar (M365) are not "doable" in the Activities list. They don't show up in the activities list also, they only visible in the calendar view. Would be great to have them at least doable.
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