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Signature and Initials Fields in Templates for SmartDocs
Following a chat with the support team it appears not yet possible to have Signature and Initials Fields in templates for SmartDocs. Please add this feature ! 🙏 A template is made to gain time. Adding signature and initials fields each time I convert a template into a doc seems so unnatural… 😫 Many thanks
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Navigation button to go to next deal in pipeline from previous deal?
Hi it would be great to have a navigation arrow in a deal to go to the next deal in the pipeline instead of having to go back to the pipeline and click on the next deal.
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Link Input into Email Composer
Since many sales professionals utilize different links to promote/track/share information, it would be helpful to have a drop down menu relating to "Links". Similar to that of Meeting Scheduler, Templates, Insert Field options. When you copy & paste links into emails, it populates like an image and doesn't format well. The…
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Which is the best Power Dialer to use with Pipedrive?
We’ve been using PowerDialer.AI with Pipedrive for a while now, and honestly, it’s been a great tool for us. The integration is seamless, call logs are automatically synced, and it helps us stay on top of follow-ups. The analytics and efficiency have definitely helped us out. That said, we’re always looking to improve our…
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Existing Quickbooks Users
I am an IT Consultant with a client interested in integrating Pipedrive with Quickbooks Desktop Enterprise. I was hoping someone in this community that would be willing to start a conversation about your migration and daily use. I have a key focus on customer experience and ease of use from a back end perspective. Thanks…
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Bug: Number of custom field values instead of text when using an automation to change the deal title
Many companies are using an automation to standartise the deal title. In some cases it is usefull to add specific values from a custom field. This works well as long as you do not add a new value to this field. In this case, the automation is not able anymore to use the text but it will show the number of the field value.…
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Job Title
Job Title is an important field for us. I was able to add it as a custom field but there are numerous places where we need to see it including leads inbox, "people tab" of contacts, "people panel" of an organization, "participants panel" of a deal. Can we get the job title to appear in the participants panel of a deal and…
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Send Automation Email Template to # of Deal Participants vs only Primary Deal Person
Hi Team, Currently the Automation to send out an Email Template only let's us select 1 "Deal Contact Person". Please allow us to automate sending out the email to certain number of Deal Participants. Perhaps I only need the first 2 or 3 Deal Participants to be copied in that automation each time. I recognize sometimes…
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Insights para resumo
Olá, preciso gerar um relatório da média de vendas. Os dados aparecem em Resumo mas não tenho opção de gerar gráfico. Poderiam rever? Muito obrigada
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Creating and applying email automation to all users
As I create email automation, there are multiple stages where we engage our clients and therefore multiple automations to be built for each stage. The automations purpose is to keep our clients engaged throughout the entire process. The issue I have: In order to apply the deal owners email to the automation, I now have to…
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I need a developer to integrate Pipedrive with X-imo
Hello! I'm a Pipedrive partner and I need to integrate the CRM with X-imo, a CRM for real estate agencies. It is possible to integrate this via webhook. If you or your company does this work, don't hesitate to get in touch with me: www.victorrebelo.com www.youtube.com/victorrebelo Thanks!
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How to disable "Suggested reply" ?
Hey! I've disabled the AI-features under "Tools and Apps / Pipedrive AI", but still I'm getting the "Suggested reply" feature whenever I'm replying to an email. If there's one thing I'm not interested in, it's super generic LLM replies that definitely don't work with Norwegian. How do I disable this?
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Automations should be editable by Global Admins
We are rolling out Pipedrive Automations to more of our teams, and noticed that Global Admins are only able to edit the Automations that they built! So they are not able to edit Automations made by other Admins or other Users. We believe they should be able to! In cases where one of the Admins or Users are OOO and…
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Deal tag base values
Pipedrive gives several fields and flexibility on adding the product to a specific deal. Nevertheless there is something a bit strange on the way it shows the information it gathers. Recently I added a product to a deal, the client is paying on an once a year basis for a specific product and its a 2 year contract (2…
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Lead label field for the Activities page
I have a Label field that is used for Lead and Deals. But I can't use it when I want to add it as an additional column in Activities (activities/list)? How to do it?
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Add the print email function again
We work making bookings for our clients and we need to print out several emails with booking confirmations. This function was available and has been removed. Can you please add it again? At the moment every time I need to print an email I have to do it from Gmail... and we are a team of 6 people using this function
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Best app for getting emails based on Linkedin profile, and easily importing the data into PD?
I was using Surfe (because it's really easy to add contacts as a Lead in PD), but then Linkedin flagged my account…I'd use Apollo.io, but it doesn't have a PD integration, so I'd have to do some fancy Zapier work. What are you using to perform this?
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Did the 'Updates on items you follow' logic change?
It seems it did, at least on the hourly notification. It was perfect for us before, up to about 9/27 or 9/28, last weekend as best I can assess. Prior, we'd receive a report of activity within the previous hour and ONLY the previous hour. Now, there is a whole bunch of redundancy with items already viewed which did not…
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Pipedrive Contact Us Form - linking to Google Analytics
Hi guys, I am so frustrated and confused as to why Pipedrive doesn't connect to Google Analytics via the Contact Us Form feature. This is extremely important when it comes to tracking where traffic is coming from and knowing is marketing campaigns are working. I have now had to fork out £120 a month to use an alternative…
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New: Customizable Summary (in Deal detail pages)
September 3rd update: The beta test is over, and this feature is now available for all companies; let us know your feedback in the comments below. Hi everyone 👋 We've heard your feedback on Summary panel not always containing the most important details for you, like a custom field that you've created for example. Or maybe…
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Danish Language support
Hi I would love to see Pipedrive in more languages the the current few available. I constantly have to change links to the scheduler from EN to DK which is pretty annoying. Also when using the Smart doc feature with ie. products I have to change almost all text in the document to danish.
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Archiving sync with Office 365
Finally, also archiving is now synced in Office 365. However when archiving the archived email is placed in a "random" folder in my Office 365 archive. No idea why that folder is selected. When I rename that folder the new archived mail is saved in another folder. Does anybody has the same issue and a solution for it.
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Add individual products and values to the Deal via automations
I currently am looking for a way to automate adding products and values to the Deal summary section. We sell multiple products to a client over a period of time so I would look to automate new products and values to be added at relevant points throughout the Deal lifecycle.
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Template feature for follow ups
I have a request for the email templates. At this moment i send once per month a client per mail an overview of his "Open deals". Our clients can have several open deals, that i want to follow up by mail. To do this i go to the client, contact person en export the Open deals on that contact. I edit the Excel en copy paste…
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List of recent or favorite email addresses
Is there any way to make the pipe drive email feature more useful? Is some way of linking it to a more professional web-based email platform? One of my biggest gripes with the Pipedrive implementation is the fact that you don't have favorites when it comes to the addresses of people that you want to send an email to. I…
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Custom data field not populating in email template "insert field" option
Hi, I created a custom data field, and I need it to be a field option that I insert in an email template. However, when I click "insert field" when creating the email template, the options are not available. How can I fix this?
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How can I use the"billing starting date" without recurrence or cyclically billable products?
Currently, I am using the Payment Schedule fields in the “Revenue” section to indicate our customers' billing deadlines. In concrete terms, we're selling a €10,000 deal that includes 1, 2 or more products (one product A and one product B, etc..). Invoicing for two products cannot be separated, meaning I am not going to…
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How to automatically send a series of emails to someone who has downloaded an ebook #GDPR ?
Hello, I’ve created an ebook available for download on my company’s website via Webforms. I would like to send a series of emails to everyone who downloads my ebook, by creating an automated email campaign (people will be able to unsubscribe if they wish). My issue is that it's not possible to set the ‘marketing’ status to…
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Filter by Referral Organization
Is there a way to filter leads and deals by the referral organization? I can filter by referral source, but we often have several referral sources associated with the same organization and I need to easily see how many referrals have come from the organization vs each person at the org. Thanks!
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Using Pipedrive fields in docusign without SmartDocs
Hello, is it possible to use Pipedrive fields in DocuSign without Smart Docs?