TLC and Missing Parts
Thankfully, Patricia in support has been AMAZING, diligent and communicative.
These three features are top of mind:
- Zoom integration extension to propose times: https://community.pipedrive.com/post/zoom-integration-into-the-propose-times-feature-5f5fd5fa5da44d500cbe1f7b
- Auto-population of invoice based on contact info (like why doesn’t address just appear????) as well as products in the deal - all the info is there already - https://community.pipedrive.com/post/automate-information-fill-in-invoice-fields-5f8f58fef6934c591beba6d3
- QBO - Pipedrive integration overall needs some TLC. The biggest feature in my mind outside of the above is the ability to perform a ”Find Invoice” for existing invoices to associate with deals which also means you’d need a way to disassociate as well (basic CRUD).
Happy to chat more to anyone that wants to speak to a veteran PM on this sort of stuff.