Webinar Q&A: Pipedrive Product Talk: Latest innovations at Pipedrive
Dina Osman
Pipedrive Team Posts: 113 PIPEDRIVE TEAM
Hello, everyone!
We would like to thank all the attendees of last week's webinar. Your active participation and engagement through asking insightful questions made the session truly valuable.
However, due to time constraints, we regretfully couldn't address all the questions during the live session. Nevertheless, we are committed to providing you with the answers you seek. As promised, we have compiled a list of the unanswered questions below. Additionally, we will continue to add more answers in the comments section in the coming days. We appreciate your understanding and patience.
We look forward to your continued support and engagement in our future webinars.
See you at our next exciting session!
Best regards,
Webinar team
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- Can you make Pipedrive more IPAD PRO Friendly?Many salespeople work in the field on IPAD’s and we cannot create smart documents while on an IPAD. Additionally some of the functionality does not operate effectively on IPAD’s
- Hello! We have this in our research roadmap for Q3 depending of the user needs and request we will plan to have a mission after that when needed.
- Hi, will you send us the presentation because I see that it has links that I would love to check
- The only link in the presentation was the Automatic Assignment tutorial, which you can find in Pipedrive Academy by clicking here
- Simple Carplay / Android Auro integration for us on the road
- Great idea but currently it is not in our immediate plans. Our current focus is to make the current app more reliable and easier to use.
- How can we use current functionality to create an account based sales strategy? Linking offices within the same company, etc.
- Please provide us with additional context.
- When will Projects be added to the Mobile App?
- Native support for Projects is not in our immediate plans. BUT we have some experiments in mind by using responsive web.
- When will being able to create recurring activities go live?
- Hi, at the moment there is no plan to build the native recurring activities functionality in Pipedrive. We had explored it last year and due to its high complexity, we had decided to let users rely on the calendar-sync functionality to schedule recurring activities from external calendar. This is the only workaround.
- When will we be able to access a Project from inside an Activity?
- Hi Christy, there are no immediate plans at the moment for this functionality. Since Projects is a new feature, we are still learning how our users use it. We will plan any future improvements with Activities towards the end of the year. For now, if you are working with Project Activities, then we'd recommend you work within the Project space. Thank you!
- HTML specifically to Signatures.
- Hi Andy, We don't have immediate plans to add HTML to signatures at the moment. But we are exploring HTML capabilities for next year's roadmap.
- Would love to see a memo tab, where notices or weekly news letters can be posted and kept in one spot instead of so many emails!
- We have a history view, you can access it via the "view all" button in Sales Assistant. There will be all history of notifications and recommendations for the last 30 days.
- When will packs launch please?
- Packs add-ons are already available (Professional plan customers only)
- When will we see Leads in the Mobile App
- Leads are already available in Mobile app. Leads inbox is under More (3 dots) menu.
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- When can we be able to track our smart docs outside of the deal and set up automations in PD with them?
- Hi Rachel, thanks for the feedback. That's not in our short-term roadmap, but we'll include your request in our research for the future.
- When will we be able to send a direct link to sign a document (instead of a new email being sent)?
- Hi David, thanks for the feedback. That's not in our short-term roadmap, but we'll include your request in our research for the future.
- How about Zoom Phone native support?
- Hi Brandon. We are not planning to build it ourselves but have built a developer platform feature that makes it possible to deeply integrate various phone solutions. We're looking into ways to encourage 3rd party vendors and developers to build those apps and integrations.
- Will there be an opportunity for the signature on Documents to reassign to someone else? Similar to DocuSign. Want to keep this within the PD if possible.
- Hi Andy, thanks for the feedback. That's not in our short-term roadmap, but we'll include your request in our research for the future.
- When will the shared mailbox with shared labels be ready?
- Aiming to release in Sept
- When will products be able to have logs/notes?
- Hi Mathias, as you may be aware you can add a note to deal products (the products that you attach to a deal), but there are no notes in the product catalog. This is not in our short-term roadmap, but we'll include your request in our research for the future. Thanks!
- Is there the ability to purchase prospector outside of the Leadbooster? I do not need all the other functions and would rather use the budget just for this feature. It is keeping me from subscribing.
- No concrete plans as of today. But definitely one we are considering for the next prioritization cycle.
- Can you allow Product COST to be used as a field in Smart Docs. For example when we use Smart docs to write a purchase order we need the PRODUCT COST field to be selectable to add to the documents
- Hi Josh, thanks for the feedback. That's not in our short-term roadmap, but I'll add your request to our backlog for the future.
- When will you improve the Deal-Product API? it is very difficult to use pipedrive reports per deal, and almost impossible to use the API to transfer the data to another product
- Hi Gabriel, thanks for the feedback. This is something that we're looking into in the second half of this year.
- Can Industry Type be added as a category to the Knowledgebase e.g. how to customize Pipedrive for Financial Services etc and associated automations
- "Hi Eric! We love the idea about industry-specific content. We have customers from different industries so we would need to do some research, but will definitely explore this. Thank you so much for the feedback! "
- Can you create bulk activities (cold call, email follow up...) on a list of people on pipedrive?
- Hi Claudio, we don't have immediate plans for creating bulk activities but it's a topic we are exploring. We hope this is something we can work on in 2024. Thank you.
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- In the Data fields Company setup is there a way to have the information in the leads and deals differ? Ie: would like to some information in leads but not in the deals.
- Hi Andi! With Pipeline-specific custom fields (available on Pro and higher plan), one can deselect all deal pipelines that makes the field only visible to leads
- When will we be able to have activities related to products?
- Hi Mathias, thanks for another product question! Again, I'm afraid this is not in our short-term roadmap, but we'll log this request in our research backlog.
- "Hello Zahra & Shaun! Are you planning a way to filter variation of products soon please. Thanking you"
- Hi Gilbert, in our short-term roadmap we plan to improve the export functionality so customers can export product variations to do further analysis and connect with other tools outside of Pipedrive. Being able to filter for variations in the deal list or product list is something we will research for the future. Thanks!
- Please extend calendar integration (CalDav). It's extremely frustrating to have to use Google or MS. Being a medical institution it also causes us problems with data privacy (DSGVO)!
- Hi Wolfgang, apologies for the inconvenience. Unfortunately, we only natively support Google and Microsoft integrations for calendar and have no plans to extend the integration.
- "Example Artist Booking agent looking to pipeline bookings across a tour but will have to pipeline each venue on an individual bases first in order to execute the overall tour. Is there any assistance or resources for this type of onboarding for our team. Thanks"
- "Hi Shaka, For overview for general pipeline setup questions, I'd recommend to check out this article: https://support.pipedrive.com/en/article/how-to-videos-a-pretty-good-overview-of-pipedrive But for your specific use case, if you want to avoid creating an many Pipelines as you have venues, then I'd recommend to add ""Venue"" as a custom field to a deal (https://app.pipedrive.com/settings/fields) and then you can just add all deals to a single Pipeline and can use Filters to narrow it down to deals of a specific venue. "
- Do you have an integration/sync tool with QuickBooks Desktop Premier? Save the overhead of creating organization and contacts twice. Thanks.
- Hi Anthony, as you're probably aware we have an integration in our Marketplace with Quickbooks, but it only works for Quickbooks online. If you have a developer you may be able to sync the Desktop solution through APIs or a third party connection such as Make or Zapier.
- When can we see HTML email ? This is about customizing emails that are sent automatically with pictures and design
- Hi Andy, We don't have immediate plans to add HTML to signatures at the moment. But we are exploring HTML capabilities for next year's roadmap.
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- can we upload our own html emails with the design we want, or do we have to create the email directly in the pipedrive platform?
- Hi Andy, We don't have immediate plans to add HTML to signatures at the moment. But we are exploring HTML capabilities for next year's roadmap.
- When will be able to add a product to a new deal via mobile app instead of having to go back in after creating the deal to add it?
- Great remark! Ww will discuss it with the team responsible about Products.
- How can we share documents from mobile applications? also if there is any tool to integrate with the mobile app please suggest
- Great question! Is it possible to share a specific use case what user has in mind?
- "I actually posted this question on the YouTube side and then deleted it and will repost here. Can you tell us if there is any intentions in providing templates and / or guidance for onboarding teams and business verticals that don’t fit your normal mold pf customer base."
- Thank you for the question, So far we don’t have plans around providing templates, but if you need a support of setting up Pipedrive in a specific way we can recommend to talk with our partners, who provides individual support based on your needs
- Any plan to add purchase of Management Viewer only access - People who do not need full access, but just have a look into the pipeline deals
- Hello Niels, viewer only availability is something we will be exploring later this year. We will be sure to alert you once more details are finalized.
- When is it possible to put the products automatically in an email and send it automatically to the department who makes the receipts?
- Hi Johan, thanks for the feedback! This isn't in our short term roadmap but it is something we are researching for the future. If you'd like to be involved in our customer interviews to explain more about your needs, please reach out to me at jessica.stacey@pipedrive.com. Thanks!
- "Will it be possible to add multiple discounts to one Product? Will we be able to use logics e.g. based on product categories in deals? Such as ""If Product is A, Show Field X else show field Y"" etc.?"
- Hi Lena, this is great feedback, thanks. We're about to release more flexible discounts so you can add a discount to a product, and also a discount on the whole deal value. However it's not in our roadmap to add multiple discounts on a single deal product. Regarding the logic question, if you'd like to be involved in our customer interviews to explain more about your needs, please reach out to me at jessica.stacey@pipedrive.com. Thanks!
- Through automations I can update Deal fields from a Project, but we can't seem to update Project fields from a Deal. Is this in the pipeline?
- Hi Mark, currently there are no concrete plans to support this, however this is in our backlog for future prioritization. Thank you for your feedback.
- Any news on Tax Exclusive option in Products?
- Hi Louis, we're in beta right now and will be fully launching mid-summer. Watch this space!
- Does PD work on the deal filtering functions in the deal view. The way it is done has not changed since the beginning and I think it can be designed much more efficient
- We are releasing some Filter improvements very soon in July that will make it easier to access and switch between filters. But if you had something else in mind, for example filters setup improvements, feel free to share your ideas in more detail in either our forums or via Support team.
- Hi, is it possible to speak and show the steps slower in the Academy movies. It's hard to keep up with the tempo specially when English is not my mother language. Thanks
- We appreciate the feedback and will take it into account for future content. In the meantime, keep in mind that videos can be slowed down with the video player control."
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@Dina Osman I posed this question in another Community thread and during the webinar. For those eagerly awaiting a omnichannel inbox/multiple email accounts, is there any way to request a beta invite?
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Some additional answers that I can provide based on my experience:
Recurring Activities
Depending on the exact requirements it can be achieved using Make.
Creating bulk activities
You can create activities in bulk using the approach highlighted in this article.
Advanced Reporting
This article highlights setting up a data pipeline for Pipedrive using tools like Coupler. Once the data pipeline is built you can create more complex reports using Looker Studio or Tableau.
Management Views
As described above, management reports can be set up outside Pipedrive for management to view. You could also create publicly shared dashboards inside Pipedrive.
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I was looking to understand when email reporting will be developed to allow for filtering out email opens / link clicks by sender? As well as developing the ability to have more accurate reporting for specific emails (using subject or ID)? I have a use case where email open(s) will trigger an automated email sequence to continue with the contact
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Hi All, as mentioned in the answers: If you think you need individual help with your Pipedrive, whether it being training, help in setting the system up to your specific needs or having a comprehensive look at the way your whole environment including integrations to other systems is set up, feel free to contact any of us partners!
As Amit there said, we know many ways to get you functionalities that are not yet in Pipedrive and can also build you custom integrations to pretty much any system with an API. Getting some help from a knowledgeable partner can really boost your working with Pipedrive!
Regards, the Zimple team (Global partner of the year 2022) 💪
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