Feature Suggestion - due dates relative to expected close date

Jewel
Jewel Posts: 2

It would be a game changer for our business to have the capability to make due dates relative to the expected close date.  We are caterers and we use the expected close date as the event date.  We are using Pipedrive from the beginning of the sales process into the prep-for-event process all the way until the event is executed and we have at least 40 tasks/activities that need to be done # days before the event as opposed to # days after activity is triggered.  Right now we have automations setup to trigger on # days after activity is triggered, but we are constantly having to change the due dates b/c when it's triggered my be earlier or later than when the task needs to be completed.

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  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited February 14 #2

    Agreed! This would be great

  • George Bonelli
    George Bonelli Posts: 3
    edited February 14 #3

    I literally requested something like this just a few days ago.  Our use case is to be able to reach out to a customer X number of days in advance of a custom date field.  For example, a contract date/term is expected to end on 5/31 and we want to be able to reach out 30 or 60 days in advance and see about a renewal/extension etc.  Would love to be able to auto-set an activity that ensures that those dates are honored in our sales/outreach process.

  • Alex Stueber_20061
    Alex Stueber_20061 Posts: 104
    Elite Solution Provider
    edited February 25 #4

    Hey @jewel & @George Bonelli have you ever thought of using Integromat for that?

    You can create your activity and then use the Expected close date to determine how long before or after you want the Due date for the activities.

     

    image

     

    I would love to have this feature inside Pipedrive too, but its a solution :) 

     

  • George Bonelli
    George Bonelli Posts: 3
    edited February 15 #5

    Hey @jewel & @George Bonelli have you ever thought of using Integromat for that?

    You can create your activity and then use the Expected close date to determine how long before or after you want the Due date for the activities.

     

    image

     

    I would love to have this feature inside Pipedrive too, but its a solution :) 

     

    I will have a look.  Was not aware of this.  Is there a cost?  

  • Jewel
    Jewel Posts: 2
    edited February 14 #6

    Hey @jewel & @George Bonelli have you ever thought of using Integromat for that?

    You can create your activity and then use the Expected close date to determine how long before or after you want the Due date for the activities.

     

    image

     

    I would love to have this feature inside Pipedrive too, but its a solution :) 

     

    Sounds cool, thanks!  Looks similar to Zapier which I have.  At first glance it seems like I would have to rebuild lots of automations outside of Pipedrive.  I'll have to think about whether it would be worth it.

  • All Star BPO
    All Star BPO Posts: 1
    edited February 15 #7

    Thank you so much for this information. This is very helpful for my BPO. All problems have been solved.

  • Alex Stueber_20061
    Alex Stueber_20061 Posts: 104
    Elite Solution Provider
    edited February 15 #8

    Hey @jewel & @George Bonelli have you ever thought of using Integromat for that?

    You can create your activity and then use the Expected close date to determine how long before or after you want the Due date for the activities.

     

    image

     

    I would love to have this feature inside Pipedrive too, but its a solution :) 

     

    Here is the pricing list for Integromat

    https://www.integromat.com/en/pricing

  • Alex Stueber_20061
    Alex Stueber_20061 Posts: 104
    Elite Solution Provider
    edited February 16 #9

    Hey @jewel & @George Bonelli have you ever thought of using Integromat for that?

    You can create your activity and then use the Expected close date to determine how long before or after you want the Due date for the activities.

     

    image

     

    I would love to have this feature inside Pipedrive too, but its a solution :) 

     

    I love events too, and I think PD is a really good tool to use for it.
    And with Zapier /or Integromat it's really powerful too.

    Don't hesitate to ask any questions or to share ideas!!!

    Have a nice day!