I've used PandaDoc in the past to build out our quotes and get digital signatures on our proposals. But was curious if someone has built out something within SmartDocs to do this all in house? Or would it not be advisable for some reason I am missing?
Coming to the end of the year gives me a chance to reflect on my first year with Pipedrive. Moving from an inhouse app to something off-the-shelf was definitely a "one step back, two steps forward" scenario, and I really like where we are at the moment. Thanks Pipedrive! … BUT… There's always areas for improvement, and…
I’m looking for advice on setting up an automation in Pipedrive to assign leads to specific sales reps based on their region. I’ve tried configuring workflows, but I’m running into a few challenges. Here’s what I’m trying to achieve: Automatically assign leads from certain regions (e.g., North America, Europe, etc.) to…
Today all of a sudden in Activities only in list view there are no check boxes infront of my columns. In contacts and deals the check boxes are there but not in Activities so I cannot bulk edit the due date on my Activities. Edited the due date on 30 individual Activities is a waste of my time. Why would the check boxes…
I always find the navigation for things really hidden. It is usually hidden under My Icon > Account > Company Setting > Maybe data field or maybe not. I get crazy frustrated at how non-intuitive it is. Especiallyu if it's something aI rarely use. For example, I set up a product and I cannot find where to edit the price.…
We are onboarding our sales team, and I had restricted Account Settings from their user access. This makes sense, because we don't want sales users to change company settings. However, I ran into an issue when they tried to sync their calendars with their Microsoft 365 ones. They would try to sync their calendar and get an…
How do I add a phone number to an organisation that is not listed in the drop down?
I'd like to create a separate report or database of total companies with less than $1m in sales , can someone help me with how I can parse this data? Thanks
My emails keep getting linked to the wrong account. They will come in from one person about a second person and get totally linked to the wrong different person. A have sent 20 or 30 screen shots to support and all they can say is 'this happens sometimes'. Not an acceptable answer, Anyone else had this issue and i there a…
Hello Pipedrive community - I've started a role as New Business Director with an agency, where I am responsible for finding new business from existing clients and new business from new/targeted clients. I've aways used Salesforce in the past, so I'm trying to get ideas of best ways to utilize the "Leads" tab in pipedrive…
It looks like you're new here. Sign in or register to get started.