Asking for Advice... Need to know! :-)
Nick Loenen Posts: 6
edited July 2022 in Ideas and Product Feedback #1
Dear Pipedrive users,
I'm using PD for some time now but I'm missing some critical features :-(
- When I make a note of some activities, I need to export them in order to send decent activity-/visit reports to my principals. With PD you can easily make a registration of all activities but the feature to make a summary in PDF, Mail, etc. is definitely missing. Anybody knows if this is available or will be in the near future?
- Synchronize 2 e-mail addresses in 1 PD account. Is this possible, maybe with an other membership?
- Possibility to make visit reports and add them to an organization of contact person?
- Add some standard products WITH a gross/nett margin to get sight of your earnings throughout the year?
The above point are most important to me, hope you can help me out. Thank you!
Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,253edited November 2021 #2
- You can print a pdf of the deal detail page. Or set up a doc template using Smart Docs or Pandadocs.
- You can't. You can explore 3rd party shared inbox apps like Helpwise but they still may not do what you're looking to do.
- Not sure I understand the question.
- I may be wrong but this isn't possible today.