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Can you create multiple quotes under one deal?
Hi there We use products and Sales Docs to create our quotes, which works brilliant until we want to create options for a client. For example maybe we are quoting for a 100 chairs in green fabric but 100 chairs in leather is a different price, and we want to easily show the price difference. We can't put the options on one…
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Keeping follow up email in the same thread (workflow automation with delay)
Hi, I have set up an email sequence with workflow automation, in which an email is sent whenever a deal is created at a certain stage. If the deal is still at this specific stage, I have set a delay function of 2 days. After 2 days a follow-up email will be sent. This process works perfectly fine. However, the 2nd email is…
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Be able to change the days the week starts and ends in the reporting
Our business reporting is from Monday to Sunday but in my insights and reporting when I look at things on weekly format the week begins on Sunday and ends on Saturday. I'd like to be able to change that.
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Sending files out of the deal via mail possible?
Hey there, wouldn't it be nice to send the files, which are deposited in a deal, directly via mail? Right now you have to download the file from the deal first and then you have to attach the file from your computer. It would save some time if you can attach the files, which are saved in a deal, directly from Pipedrive.
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Recording customer feedback
We are going through ISO13485 medical device certification and we need to set up a customer feedback capability. I am thinking that if we could record the customer's feedback under the "contact" or "organization" record. This would be a good place
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DARK MODE FEATURE AVAILABLE ON PIPEDRIVE
I don't know if the Pipedrive team has already put the Dark Mode feature on, it has been two years since this query has been raised, and I don't see any option on Pipedrive. Please add a night mode or dark mode option, it would be great especially for those who are sensitive to light."LIKE" 👍 if you want the dark mode…
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Notifications of new lead assignment?
When I create a new lead and assign it to another team member, how can I have him receive a notification of the new lead? He has all 3 notifications enabled @ Personal preferences > Notifications > Deal and contact update emails * Updates about deals I follow * Updates about organizations I follow * Updates about people I…
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Anyone else having issues with Activities
I'm finding that Activities are not loading in deal pages, and any pending (not completed) activities aren't showing up at all, even newly created ones. This is also happening to others in my business and it's super frustrating. I've logged out and back in, refreshed it multiple times, but still unable to see active…
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Possibility to add external web link to Pipedrive users
I would like to have the possibility to add external web link to Pipedrive users to reach gamification scoreborads for each user.
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Sort contacts by last name rather than first name in alphabetical menu in contacts tab.
Video link explaining what I mean. :)
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A SmartDocs improvement
Hi guys, I would like to vote for a SmartDocs improvement. This is my tip. What do you think? Now I can put the Product Table in my offer template in the current SmartDocs. But in that case all the products of all categories are in one table on one place in the offer. I would like to have the way that I can insert the…
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Have the deal icon in email list reflect the status of the deal
As shown in the screenshot above, the little deal icon doesn't show much at a glance to the status of the associated deal in the email list. It would be great if that little icon was clear as to what the status of the associated deal was. I'd propose an open deal would have a grey icon, a won deal would have a green icon,…
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Removing Bounced Emails
Is there any way to ensure that emails that bounce/are faulty are removed from cadences?
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Docs & Products
Why is it not possible to display net prices or to define them for a product? B2B Sales! Why does Smartdocs not display the decimal places for even numbers? For example 10,00€ instead of 10€? Too smart for smart documents ;)?
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Translation Module for Custom Fields
We have been using Pipedrive for a very long time and are now facing the problem of adapting the CRM system to the international branches of our company. What exactly is this about? - Let me explain. We use a lot of custom fields written in our native language, but having a branch in Germany, we do not have the ability to…
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Tips for account management. Delivered hardware to customer.
Hi, We are an IT-comapany and sometimes (usually) hardware is included in our deliveries. This can be servers, desktops etc. At the moment we are using excel for keeping track of which hardware is delivered to the customers, when it was delivered, expected end of support, end of life, support agreements and of course, when…
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About right-aligning mail（macに届くメールの文章が右寄せで見づらい）
I am using a mac. I use my mac email software to receive the emails I receive when I have an inquiry. When I open it in my mail software, the text of the inquiry is right-aligned and very difficult to read. Is there any way to make the text left-aligned?…
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Using Pipedrive for Account management
What helpful content is there on using Pipedrive as an account management tool? Specifically, I want to be able to: Set F2F Meeting frequencies on customers (e.g. every 4 weeks they are due for a visit). View the date that an organisation was last visited. (including seeing this in Org list view). Set up an alert if an…
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Reminding your team to contact client for contract prolongation
We decided to automate reminders for contracts that soon to hit an exparation date. While Automations in Pipedrive made it possible to create an activity and push it to GCal, there`s one thing that can`t be solved at this point: when we take into account the actual contract expiry date, there`s no way to set up a reminder…
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Use "Bulk Edit" to Create Activities Against Organisations or Contacts
I would love to have the ability to select multiple Organisations or Contacts & then use Bulk Editing to create an Activity again each of those selected items. Can this be done? Are there any plans to enable this?
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PLG support in Pipedrive
Looking for a recommended workflow to support PLG in Pipedrive - for example how do you handle scoring on inbound "signups" - do you do the scoring on contacts vs leads? How are you capture usage - do you use custom fields?
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Customer / Account Management in PD
Hi there PD is a great tool for driving sales - but it still really lacks the capabilities for Account Management after the sale is done, in order to be considered as a full fletched CRM. Is there any plan to add a "Customers" tab, similar to what you have done with "Leads" (which will be usable once email integration and…
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How can I get each new email I start to automatically BCC myself?
When I used to use my Mac Mail account to keep track of correspondence with clients I turned on the setting to automatically BCC email myself on every email I sent. This was very helpful and indispensable because I filed every email I sent for records in a folder assigned to each project. I want to continue doing this but…
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Parent - Child Deal Automation
Hi Team, We would like to see an option to Parent/Child deals with associated deals. We have a main pipeline for Signups/Registration and once successfull they will have deals made for 8 quarters. It would be helpful, if we can link those deals together and automate to move to different stages in respective pipelines(we…
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Revenue Feature: To be reliable, it would require filtering option.
I really want to love the revenue feature. However, I believe it is lacking a crucial component. There is currently no ability to sort or filter deals by total reoccurring revenue/subscription values. Because of this, there is no way for check your records for accuracy, rendering the feature unreliable. You may have 200…
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Bulk Edit Multi Option Field
Is it not possible to bulk add an existing value to a multi value field? Seems odd that wouldn't be possible.
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Bulk update needs the option to add to existing not just override.
The bulk update feature causes me issues because I can't add to existing, I can only over ride the existing. This is an issue for tagging additional information to a field that already has some values assigned.
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Lead Assignments by Region or Country
Hi there! I have sales teams in different countries. How are you assigning Deal owner and pipeline for the UK vs. US? They'd be an English form, but a different owner. Normally I would do that using a country pull down menu, but the address field is all merged and doesn't have a country field.
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Add the name of the automation in the changelog
Hi at our company, automation is being used more and more. Unfortunately, this also means that there is always an automation that starts up when a process is wrong. To find and fix this automation is a pain. Mainly the search is the problem especially when there are several people creating automations. My suggestion now…
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Stacked bar chart showing total deal value over time
It would be helpful to have a report that shows deal value to # of deals, stacked by stage, on a historical basis - either by week or month. This would allow the user to look at the pipeline health on a week over week or month over month basis. Currently I can only look at the current snapshot but not historical…