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Web Forms Should Pull from Existing Records
Hi Pipedrive! I have an idea on how to make Web Forms a little better. We use Web Forms for a variety of uses (and we love it!). One of those uses is to gather leads from internal folks (most of which do not have a Pipedrive account). Our current Lead Intake form has a field for the lead's Company (organization) and while…
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Email Tracking
How does Email Tracking work? Does it only register if the email was opened in another window? For instance, I can see through link tracking that 10 people have clicked on the link in my email but apparently nobody has opened it? What does that mean?
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How do i enable notification for my sales reps on Pipedrive after deal has been assigned to him/her?
How do i enable notification for my sales reps on Pipedrive after deal has been assigned to him/her?
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Linking out to Google Docs
We really enjoy using the Smart Docs feature on Pipedrive. It syncs perfectly with our Google Drive and we can share docs from there with team members who don't need Pipedrive access. One thing I find annoying is that once I've created a Doc using a Template (attached to a Deal, Person, etc.), I want to be able to quickly…
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Scheduler - Custom Styling
We should really have the ability to customize the style (Color, logo, profile picture) of the scheduler portal that clients see when booking time with us. This would be just like every other scheduling app in the industry; Calendly, Hubspot, and so on... In general it would be nice if it just started look more like the…
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Deal Label field
Is it really not possible to apply or change the deal label field on mobile or am I missing something?
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HTML
How do I export a campaign into an HTML format so I can use a 3rd party to send to their base?
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Fast Data-Entry
Hi team, when you have a drop down list, you should be able to type the first letter of the dropdown selection that you want then it should select that dropdown selection.
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Feedback and Suggestions: custom field improvement
I would like to suggest one improvement in the custom field, unique options. The option none is a standard and alwalys show it in the field as an option. It would be great if the option "none" could be not a standard and an option that the admin can choosse if it will be a field to choose. Thanks in advance
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New project board not showing in project template
I'm new to projects, just subscribed. I have gone to project, deleted all projects to get a fresh start, created a new board, saved it so it is visible when looking at the projects (top right drop down). I want to create a template using the new board. Then I click on "+Template" I am asked to select the board I want to…
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Import skip file showing 'unknown method'
I'm trying to do an import (only 50 records) - but it keeps skipping all the records with an 'unknown method' error. I've tried it multiple times with the same error. I believe I've mapped all the fields properly. But it keeps failing. Any ideas?
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How do I add a company PDF to my campaign?
I am new to Pipedrive and cannot find anywhere how to attach a company marketing piece to the email campaign. How can I do this?
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Creating a nice looking document template with Smart Docs
Hi There, We are looking into the possibility to use Pipedrive for sending quotations but are running into a problem with designing them. The create a document template has very limited design features and we can't find a way to make it look how we want it to look. We just want a nice looking pdf document with custom…
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Quote or invoicing App for PipeDrive
Hi we have started using pipedrive and are impressed. Is there a decent invoicing app that would work seamlessly with it, so we could create a quote withing the CRM and send it to the client and also track payments? thanks
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Is there an app or integration to show expenses within a deal?
Hello, We're looking for a way to show our expenses within a deal. For example: Deal XYZ has a value of 7000€. Expenses are 2000€ for Marketing, 500€ for merchandise , and a 300€ service-fee. We'd like to be able to add those expenses to the deal and have a final value visible somewhere. Any idea how to do that? I found…
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New to Pipedrive
Estimating in pipedrive? Do you use estimating software or just go straight to a proposal? Also is there a way to notify estimating they have a new job waiting.
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Pipedrive Product Bundles
Does anyone have advice on "bundling" product line items in Deals? We have various products that are made up line items that we would like to price and group together in a standard way (without salespeople have to remember what goes on each line item). Looking for a way to have these entered in a standard way based on the…
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Reminder to respond to emails- Similar to Boomerang App
It would be beneficial if you could send an email (and campaign) and have a setting to remind yourself to email them again if you don't get a response within a certain time period. This is an option I use with a plugin in my outlook called "Boomerang."
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[CLOSED] Read-only access in Pipedrive - join the research!
Update: This research is closed; thank you to all participants. Hi Community! We are currently conducting research and looking for people to interview about read-only access to Pipedrive. If you have ever needed to give someone outside your sales team a read-only access to your Pipedrive account, then I would be very happy…
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How do we resend an email campaign to unopened recipients?
We recently sent out an email campaign and want to resend the campaign to all recipients that didn't open the email. Is this possible by creating a filter?
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[CLOSED] Research: Looking for feedback 'Priority Labels' on Activities
Update: This research has been completed; thank you all for your feedback. Hi Pipedrive users, We’re looking for some quick feedback and reactions from you on an improvement on Activities that we’re researching - ‘Priority labels’. Our goal is to help sales reps mark the most important activities and not lose sight of…
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How should I Export?
I have been using a pipedrive since May. The company has now created a pipedrive account with multiple users including myself. I would like to transfer all my deals, people, and organizations to this new pipedrive account. How would you suggest that I complete this transfer?
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Is it possible to send a Quickbooks estimate via Pipedrive?
I have the Quickbook app setup, but it seems I am only able to send an invoice. Is it possible to send a Quickbooks estimate directly from Pipedrive? I'm trying to avoid having to manually bounce between softwares for my workflow.
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Send Button Isn't Showing Up in PD Inbox
Hi -- I can't send an email out of the PD inbox currently because the "send" button isn't showing AND there is no way to scroll down to get it show up. Is there a solution to this other than sending the email from the contact record itself?
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Has Pipedrive gotten rid of support altogether?
When I click "Chat with us" in the help pane, nothing happens -- the pane just disappears. I also emailed support@pipedrive.com twice and did not receive any response (not even an automated message). What's going on here? Is anyone else experiencing this? Where is the 24/7 chat support that was advertised as being part of…
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Custom Automations like the Templates
Hey everyone! Pretty new to Pipedrive, so this may be a stupid question... am I able to create custom automations with the complexity of the templates? I'd really like to be able to use "When a deal has been added to a specific pipeline stage" as my trigger, but it appears for custom automations my only deal-related…
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Deal Specific Survey / Feedback
We provide B2B services on a regular basis to the same clients. I want to be able to request feedback (via a survey) for each matter that we work on with a client. On Pipedrive we store each matter in a separate Deal. Therefore, in order to prevent confusion I require several specific custom deal fields to be incorporated…
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Avg response time tracking
Hello! We simply would like to measure the average response time from our Sales Team That is a Key Performance Indicator for all Sales departments in all companies, and it would be great to have the possibility to measure it from Pipedrive
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[CLOSED] New Contact detail views (Person & Organization) [Beta]
Ahoy! 👋 We're working on updating the current Person and Organization detail views, which we'll start releasing publicly later in the year, but if you're interested in getting it already sooner and sharing your feedback, let us know by filling in your Pipedrive sign in email into this form: Google Forms for Contact Detail…
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Quick filter without "auto save"'
It would be great to be able to create a filter without "saving it" Just a "one use" filter... thanks