Is there any way to copy the contents of a document and say create a fresh letter or quotation with a new date and reference number
So the order of this deal would be "Pizza Hut" then "Pizza Hut deal /ref" and then "Craig David". Is there a way to be able to reorganise these little rectangles? Thanks, Brish🤗
Pipedrive is a subscription business...yet this section doesnt adhere to GAAP Rev Rec rules at all. Yeah, I know its not an accounting system. But it sure would be nice to be able to spot check compared to our MRR. As it stands this "feature" has been completely broken since its beginning.
I have heard that Pipedrive is going to disable the Caller feature which we have not long discovered and it is really good. Pipedrive please keep it. :-) @Marvel Piik @Evelin Kaarma @Iiris Issak @Mike van der Valk @Jana Waldschmidt_66
Hello Pipedrivers, I have this issue for a client : They use Smart docs and then store the signed documents in their Sharepoint Problem is that the docs appear in Word format (It should be PDF) and not signed We tried changing Sharepoint parameters and moving the docs to another Sharepoint but the problem is still present…
Hi, I have created a custom field in my deal with the names of the referees. I created this field to be a Person type field. Now, I want to update this deal referee field with an import via spreadsheet but even with the same name as in the pipedrive system, the system is creating a new person. I want Pipedrive to use the…
We need to merge our German subsidiary companies Pipedrive with our UK Pipedrive so we work off the same system. Looking for a partner that can support us with this - ideally they would be able to understand German and English so they can transfer the data correctly. We need support to setup Smartdocs quotes, dashboards…
Once a deal is won is it possible to convert it (or automate it) to a project?
As owner, I would like to monitor the live chats of my sales reps. Currently, I can only see my chats. Can we add this to the roadmap?
Hi, how to remove the spelling suggestion when writing in Pipedrive ?
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