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Add a 'Fillable PDF' template type to Smart Docs
In our business—we are an insolvency and business restructuring accounting firm—we enter client data into many different government PDF forms for each client engagement and then send these pre-filled PDFs to clients for signing. It would be super-efficient if Pipedrive added to the Smart Docs functionality a template type…
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More rights for Admins
There are a couple of things which should be managed by the admins especially in larger companies. In some cases for usability reasons, in some cases there are security issues. 1) Signature templates: The admin should be able to define one signature template which is filled automatically with user data (I know, a user…
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Creating a document from template
Why does the button create a new document from template open up the template editing view and not go and open up the new document based on the template? Our sellers now start to edit the template (and mess it up) as they don't notice that you still need to push "use this template to create a document" -button. Is there any…
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Sales Assistant - new notification
Just wondering if it would be possible to change the red interrogation point/question mark to an exclamation mark instead. Every time I see the question mark, I think something is broken, whereas if I see an exclamation point, I will know something needs attention.
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Mail - 1 mailbox with 2 accounts synchronize
We use a general mail address with our sales team. This is where we receive questions and quotes. Within the team, several people need access to this mailbox. We currently have two pipeline users, and both synchronize the general mail address. Now we run into the following problem. User X answers and archives a message.…
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Deal Progress report, showing all progress between Stages in a reporting window
Is there a way to generate a report/table that has rows for each Deal, and columns for each Stage, and content data that shows the date that each Deal entered that Stage? My company has an OKR target for the number of Deals progressing to each stage of our Pipeline during the [quarter]. Today I have to create the report…
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Automation for making a contact owner be the deal owner
When our leads come in from our main website, we immediately turn them into a deal and work our leads from there. We use automatic assignment for the deal so we can rotate between people who get the own the deals or leads in our case. The contact owner is different from the deals owner. Can I make an automation to change…
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Deleting open activities when a Deal is marked Won or Lost
I was looking to create a workflow automation that will delete any open activities when a deal is marked won or lost. Apparently the system isn't capable of this, at this time. Does anyone have any work around ideas to help us keep our to-do Activities accurately reflecting the work that needs to be done?
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AI + Automation opportunities
Hi everyone! Nuno from Pipedrive's product team here :) As we explore how AI can help you better automate your work, we would love hearing from your experience. What tasks are you already using AI to automate your work, and what is the benefit? What tasks would you like to automate that you feel AI could help with, and…
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Need to make automation to monitor a specific time after deal has won.
When we have a license deal and its won we have it move to another pipeline. This pipeline I need to monitor the deal for 90 days and move it into another deal stage at that 90 days before renewal. We have a date field with a date of that renewal. Can we use that field to automate the to move to a deal stage 90 days out so…
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Export payments for relevant month
Hello! Every month I am exporting deals for relevant month to be invoiced based on the payment schedule, but the value shows full deal value. I am wondering if or when it would be possible to export the deals with relevant payment schedule based on the month?
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Using contact fields / merge tags in links in email body
We at StoryXpress are building an integration that will primarily let Pipedrive users attach video links in their emails and in order to make those links trackable there needs to be a query parameter in the URL that holds the email of the recipient. Here's what Pipedrive currently allows us to do with the Insert field…
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New: Insights for contacts (people and organizations) 📊
We are excited to introduce the ability to create contact reports directly from inside the Insights feature. See how many contact people or organizations were added to your CRM in a given period, segment them with filters and discover winning patterns. You can find out all the details in our Knowledge Base article here.…
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What is the URL that allows people to unsubscribe?
Thank you for the locked URL at the bottom of the campaign newsletters - but because it's our first one we want to give everyone the opportunity to unsubscribe at the very beginning of the newsletter. How do I find this URL beffffffore sending the email out? Thank yooooou!
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Custom Field Reporting from Organizations
Can someone help me understand why custom fields can't be reported on in Organizations? I would have thought this was a really basic function.... custom fields can be reported on from other areas such as leads, deals, etc so why not organisations?
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Test new features in Automations: looking 🔍️ for admin users! [Closed]
Hello everyone! My name is Dace and I am a product manager for Automation functionality. 👋 We are soon launching 🚀 several improvements within Automations. To make sure, we have polished everything, I am inviting volunteers to test our new solution. This time we are needing admin users, as we have built functionality to…
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Web Form speed
How can you speed up loading of web form. Sometimes it takes a while before the form appears on the web page? Is it allowed to put this part in the header of web page or are there any other tips. <script src="https://webforms.pipedrive.com/f/loader"></script>
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Email next / previous tabs
Where did next and previous arrows go from the inbox? Did these get lost when adding labels? I need to go back to the inbox after each email now.
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Thousands and decimals with points and commas.
Hi community! In Europe we do not punctuate thousands with a comma and decimals with a period. I notice that Pipedrive does not allow inverting the punctuation marks of a Deal value number. Have you found the need like in Europe? Especially in the case of implementing a tool like SmartDocs to generate proposals. €1,250.25…
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How do you prioritize relationships over products in sales?
Hey everyone! I am just exploring the basics of sales: it’s the heartbeat of every business, but it’s more than just transactions – it’s about connecting with our customers. How do you prioritize building relationships and solving problems over pushing products in your sales approach? Share your experiences and Insights!…
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Reverting to old UI/Requesting change to new UI
Hello, Today I have been swapped me to the new UI, and I am wanting to revert to the old UI. The specific reason that I want to revert is that I use the Documents tab to generate PDF files that use the customer data fields. When sending an email, I will often link these generated documents within the email as hyperlinks or…
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Real estate property object
Hello, I'm trialing pipedrive to see whether it's suitable for a CRM for a commercial and industrial property sales/leasing business. Conceptually very similar to residential real estate agency. I understand the relationship between person and organisations, but how can you create the concept of a real estate asset (i.e.…
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Create SharePoint folder from PipeDrive
Hello, I would like to automatically create a SharePoint folder structure when I move my deal on a certain status using as input information from the deal. Is this possible by using PipeDrive automations or only achievable through Zapier? Thank you in advance!
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New Deal Layout?
Today as I was using Pipedrive in my regular day-to-day work suddenly my heart dropped. The page magically transformed into something new and not at all pleasant. At first, I tried to update the page to fix whatever I was seeing on my screen but without any result. My first thought was that there's no way that this can be…
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Allow Contact Us web form to have Appointment setting link
Pipedrive's cool feature of including a link in emails for people to book appointments in the sender's calendar, sadly cannot currently be used in web forms such as Contact Us forms. Can you please add this ability and in the settings for the Appointment field when it's added to, say, a Contact Us web form, allow us to…
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Require a reason when a lead or deal is archived
In a similar concept to the 'Lost reasons' function in Deals, we would like the user to have to answer an 'Archive reason' question when archiving a lead or deal. For example: Was a test Was a duplicate etc. Can you please add this to your feature requests. I'd imagine you'd have a 'Require archive reason' company setting…
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Need Workaround - Automation Emails Sent from Creator
Team, I'm using automations to send follow up emails and send out NDAs among other things. For example, for the NDA automation, I created a Separate Activity. When that activity is created, the lead gets an email with our NDA attached - it also updates some custom fields. Because I created this automation, the email comes…
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auto follow up feature
I realize that follow up is one of the hardest things for sales to do and so having the next activity automatically pop up makes sense but it really gets in the way of my workflow and what I am doing. I never use it. I set up my follow up activities later. Can this feature be allowed to be disabled even on smaller lans and…
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What if you want to sync emails more than one-year limit
Greetings, I have a client who wants to sync all his emails to Pipedrive. But it turns out that Pipedrive has a one-year limit for email sync. Is there any way to sync emails older than one year? Thanks.
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Integration Pipedrive + Contabilium ERP
Does anyone have connected Pipedrive with Contabilium ERP?