Greetings, One of my clients wants to use 'billing start date' in her Smart Docs. But she cannot find any menu for 'billing start date' under product tab. Is there any way we can access the 'billing start date' field in Pipedrive Smart Docs?
Hello, Pipedrive Community! I’m trying to create a Google Docs template through Pipedrive's Smart Docs that can automatically create two Pricing tables based on specific products from Pipedrive fields. In other words, I'd like to set up a Price table with subscriptions and another table with just the one-time setup fee.…
I want to build a report showing the activity of the users for emails, calls teams calls meetings all in the one report. Can this be done
Is there a way to import leads directly into a pipeline segment?
I want to pay to have the app to use it in my company but i want the bill.
Hello, friends of Pipedrive Support. I'm here to reiterate a question I asked a while ago and which I haven't been able to confirm if there are any improvements. It's about the "Products" feature. In this request I refer to one client, but it responds to at least 2 clients with the same needs. · On the one hand, the need…
When I delete a sent email from Pipedrive, it doesn’t get removed from the sent folder on my email server. This creates a challenge because, even though I’m trying to keep my inbox organized and free of unnecessary emails, these old sent emails keep accumulating on the server. As a result, I’m running into storage limits…
We sometimes have contacts that have a lot of emails stored in Pipedrive. How can I search for something for only one contact? Control Find won't work as the content is not loaded until you expand a specific message (which makes sense)
Hi, I have tried to sign up for the essential package showing as £14.90 per month when I got to the billing it is showing as £21.90 per month. Please can you advise why the payment isn't showing correctly at £14.90.
I'm setting up a key account program for a global account, and due to the complexity of the account over multiple geographies & business units it is listed in our Pipedrive under 15+ "organisations" and under 6 different "owners" - none of which are me. Is there a way I can link these organisations and then run one report…
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