All of our services are a monthly cost rather than a one time product. Therefore it makes more sense for us to structure our deals as "Subscriptions". Our contracts auto-renew until canceled so "Unlimited Payments" makes the most sense. But once the deal is "Won" it doesn't always last forever. Some of our clients do…
Is there a contract solution that allows the client to input their business information directly into the contract, without the need for manual mapping and labeling of text fields in the contract template? I am aware that we can prefill this information from organization fields and custom fields, but the sales team is…
I'm having the same issue as mentioned in the discussion linked below. https://community.pipedrive.com/discussion/9455/microsoft-teams-integration Does anyone know if it's possible to stop the teams meeting style turning to the times new roman like it does currently?
The only options i see so far are facetime, Skype for business and microsoft teams...all of which are overkill. I'd rather not pay for a weighty integration, when all i need is a voip number...
Hi Pipedrivers. Is anyone out there using BANT or MEDDIC for sales qualification, and how are you configuring your Deal records to support the methodology? What custom fields are you using/whats your setup to codify the process in Pipedrive to support sales enablement?
Hi, this is an interesting question from my client. Can we keep deals in pipeline even when they got marked as 'won'? According to the Help Center article, Pipedrive automatically hides all the deals won or lost. Any deal that has been marked as Won or Lost is removed from that view, as it no longer requires your continued…
Hi, can the activities weekly calendar view be changed so that the first day of the week is Monday vs. Sunday? Thx
I'd like to receive an automated report on a specific pipeline once a week. Say for example this is what I'd like to automate once a week: -Weekly report of the actions made/progress of a specific pipeline. Please help me figure out what to do and how to automate this. Thank you!
The chat-bot is just another few clicks to what you really want - to chat with support. I have NEVER seen the chat-bot being able to answer my question, always I have to wait for the bot to admit it cannot help me, and then it will forward to the real support. In theory it sounds great with a bot, but what you really want…
I am pretty sure that the contacts timeline feature used to be part of the Advanced plan. I know I used to use it or something very similar. Did this drop from Advanced and now is only available on the higher-tiered plans?
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