Hi there :) I own a small web agency where we manage 50+ websites on a regular basis, including some on the behalf of other agencies. I would love to create a custom "website" type and attach custom fields to it (last time updated, contacts associated, notes, activities, etc...). I want to be able to link deals to those…
I have tried to create an automated workflow for when an organization label is changed, the persons linked to that organization are changed to the same custom label. At this time, PipeDrive states it cannot be done. For example, I have created custom options for the organization label for "client, former client, employee,…
The products area really needs allot of help ~ I love how the product integrates with Pandadoc's as our last CRM did as well. Pipedrives integration works better hands down. However the producs list is not sortable ~ this makes it very difficult to find items. Panda has catagories so you can create subcatagories for each…
A nice thing will be to add automatically a description when you add a product into a deal. Therefore, you can export easily to Pandadoc for example to send a quote to a customer.
Hi, Do you have any plans for an "undo send" feature in Pipedrive? Like Gmail, this would give you the option to prevent an email from going out for 10~30s after hitting send. As I'm using Pipedrive more to email clients and prospective clients, it would be really helpful for those mistakes spotted just after hitting the…
Adding discount field in specific amount/precent from total price, not only in % for each products.
The product’s attachment should be capable of being added as attachments in a smart document. For example: I have products, each with a file named “datasheet.” I would like to create an offer and automatically attach the datasheets of the offered products to the document.
Hi, so I want to evaluate opening & click rates for emails that are sent to deals only and per stage. This would be an important feature to understand the success of the funnel and where to test/improve. Please consider that filter option for the insights asap, as this is key on understanding what you're doing and if it's…
As part of our reporting structure and KPI's, we have to hit a certain amount of activities per day. If we are out on the road all day, it is sometimes difficult to update all your activities done in that day. We would like a feature where we can adjust the 'marked as done' time / date so we can update our Pipedrive when…
Needing the ability to CC contacts to receive SmartDocs, alongside the signee. This is really important and would typically be found in most/all e-signing products.
It looks like you're new here. Sign in or register to get started.