Some features that would be nice...
Dino Valdez Posts: 2
edited July 2022 in Ideas and Product Feedback #1
Im coming from HubSpot which seems to have limitless posibilities (the more you pay of course), but in context of that, I have some feature requests I wanted to get off my chest... I just got Pipedrive for my company and am running into some limitaitons:
- Automations - smart docs triggers and actions
- Smart Docs - Default option to delete document from source drive
- Products - ability to show ALL field columns in the matrix, I want to see categories, notes, etc
- Products - option to always expand prices / variations always
- Web Forms (really just need a questionaires / forms segment) - ability to update EXISITNG deals based on input. We have briefs which help move our clients along the pipeline even after submitting they get created as new deals / leads then I have to merge.
- Quickbooks - sync products
All this is in hopes to increase automations and attempt to do more with a lot less clicking, so I can focus on my business
Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,253edited July 2022 #2
I also like the automatic company record creation and enrichment that Hubspot offers when you add a contact and their email.
Also, how you can add more than one person to a deal in Hubspot. This is very crucial in my opinion and currently you have to add participants to a deal.0