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Sales Sequences
We have some 90 day sales sequences we want to bring over from Outreach.io. Pipedrive only has the sales sequences work up to 7 days before it starts lumping activities in to weeks or months for followup. We would like a more granular approch with down to singluar days for follow ups to take place. See example below for…
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Filtering files in deal history without jpgs from the email signature
There are not many things our customers do complain about. But this feature could be improved :-) If you upload a file like a signed contract (in this case the orange circle) and need it 5 months and thousands of emails later you would expect to find it immediately by clicking on "files" in the red circle. But images from…
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Curious if anyone else would like to see the new "Documents" feature able to upload PDF documents?
Curious if anyone else would like to see the new "Documents" feature able to upload PDF documents?
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Allow No Date Activities
Allow for creating activities without a specific due date to accommodate the ability of having non time sensitive to-do items in the activities list. Currently if no date value is used it will default to todays date.
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Calendar integration for construction industry?
I am in the construction industry so we do multiple site visits in a day and I have different sales people and crews, we book from 6-8 weeks out. We use google calendar right now but I and my team do not care for it. Any suggestions on a calendar would be appreciated.
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Accepted Deals Reports
Is there a way to report on the value of accepted estimates for the month? I have the problem of not knowing the value of accepted estimates, I have a report of the won deals but that is not until the deal has been paid in full. Any suggestions?
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Delay/Schedule send email - Not Marketing emails
Hi, I'd like to see the ability to delay send or schedule send of emails. I work at all hours of the day/night and sometime weekends. It would be nice to delay the send of the email to ensure I do not get iterrupted by a reply or to have the email delivered at a reasonable hour for the customer. I saw this is a feature…
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Show deal pipeline in search results
We work with festivals around the world and sometimes there will be multiple with the same name - in different countries, run by different organisations. It can be confusing with the current search bar to quickly know which deal we are looking at, as it does not show which pipeline the deal is in. See example of elements…
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Call Logging/Call History
It's only possible to log the last call I've sent/received. This is an issue for me because I will frequently have back to back calls, upwards of 5 calls in 10-20 minutes. I do not have time in between the calls to go into my notifications and hit the log button. I am suggesting adding in a call history section that will…
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Smart Docs insufficient use of Product Table
Today you can use Product Variants and Durations if you use Products. This is a good solution instead of making several products that are almost equals. The pity is that when you use Smart Docs and try to add Product Table as variable you don't get any information of the Variants and Durations, just a price that is…
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Account Owner change
It would be great that when you change account owner that it automatically changes all the contacts on that account to the new owner instead of having to do this manually each at a time.
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Multiple locations to one organisation
Is there a way to assign multiple locations to an organization? In this specific case, our contact person addresses are to be output via a filter for a Christmas mailing, for example. So far so good & simple. However, different contact persons of some companies are located at different locations. Does anyone have an idea…
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Tweaking chatbot behaviour
There are a couple of tweaks I'd like to see if I can implement with chatbot - has anyone managed to acheive these? * Speed up the "typing" (any message from chatbot longer than a few words seems to take too long to turn up) * Show the restart conversation option to visitors all the time, not just at the end of a playbook…
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Smart Docs ... unable to offer different alternatives???
Hello, We are currently using PandaDocs as an integration for our proposals, contracts, etc ... SmartDocs seems to want to do the same thing, which is very interesting! BUT ... we often offer different alternatives in the same proposal (Plan A, Plan B, etc...) with PandaDocs all we have to do is add all of the products in…
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Note-taking process in Pipedrive app makes no sense
Hello, I use the PD app to make calls while on the go. DURING my calls, I take notes. If the call lasts 20mn, and the person I talk to tells me figures, names, dates, etc. I want to write them down immediately. However, the Pipedrive app prompts me for notes for the call I'm on only AFTER I've hung up. I end up taking…
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Create a Tag or use several labels per contact
Idea: Create a Tag or use several labels per contact to create a history of events/email campaign/Linkedin message and facilitate my targeting and nursering This allows you to search in the contacts according to tags or labels with "and" "or" filters
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Report of Deal Products?
Hi We would need to separate our Deal values in, mostly, fixed retainers and sales commissions. I'm trying to implement Deal Products to handle this, see print screen. BUT, are there any ways to view/export this data? Eg, i would like to see all our Deals' commission value (not only the total Deal value). My preferred…
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Smart Doc (Google Slides?)
Hi Pipedrivers, SmartDoc is definitely a game-changer for Pipedrive business and Pipedrivers! Our request : * Can we include Google Slides in Smart Doc? Potentially equivalent to Google Slides. * Can we include Google Forms in Smart Doc? Potentially equivalent to 'Site inspection software' such as iAuditor. Feel free to…
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How to run reports on Contacts Module.
Hello Team- Hope you are safe and well. We are using the contacts module to track the leads who register for our free trial . We then enrich the contact with lead source and medium. I'm looking to run reports (insights) on contacts module by sources/medium but unable to find filters which allows us to do that. Any…
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Feature request: Pop out reply like Gmail
Having this would reduce the amount of manual scrolling up and down to check what was previously said when responding to emails in Pipedrive Having this would reduce the amount of manual scrolling up and down to check what was previously said when responding to emails in Pipedrive
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Add input field validation to web forms
Hello All, We are currently considering using Pipedrive webforms on our website. Nevertheless, we believe that there should be input validation, especially for email and phone number. Please see below what can be added as email and phone number. We are bit concern that enabling such webform on our website would possibly…
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Email opened / not opened as an automation trigger
How awesome would that be? * Email has not been opened for X days * An automation is triggered that sends a follow up email based on template and creates activity to call a lead after X days This would save so much time spent for checking, creating emails and activities!
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Deal Probability Drop Down Values?
Is it possible to add a predefined list of drop down values to the set deal probability interface? ie. I'd like to be able to limit the user response to say 10%, 25%, 50%, 75%, 100% It doesn't appear that you can, I'm just wondering if I am missing something. Thanks in advance for your help. Jeramie
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Love Pipedrive!
Running a start-up company we can have some weird requests of the tools and systems we use. Fortunately, the amazing team with Pipedrive has worked tirelessly to make sure we are successful. I want to offer a huge thank you to Jorge and Ana who have helped so much.
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Webform analytics
It would be really helpful if Pipedrive provided analytics for the webforms. Right now the only analytics available are associated to deals. Currently we have to manually export the webform data to get those metrics and it would be much more convenient to have that functionality in the app.
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Ability to share a private filter with a single user in your company account
It would be nice to be able to share filter settings with a single individual in your company account in addition to the private & shared filter settings. With larger companies, not everyone needs access to every filter, but sometimes an entire group of people needs a group filter.
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What's on the roadmap for eSignatures?
Hi Community, We've been working on trying to automate our Quoting > eSignature > Invoicing process. Most recently, we had tried to do the first two using PandaDoc but it doesn't allow for the Pricing/Product table from an opportunity to pull through in a way we'd like. We realised yesterday that Sales Documents now allows…
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Centralised email signature management - attempted workaround
Thought I'd share my efforts here for anyone looking to solve this problem...looks like a decent amount of people struggle with this as well. In an attempt at a workaround for centralised, email signatures, I made email templates for each of our sales reps for them to copy and paste within PD (copy and paste from Word,…
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Custom filter based on "notes" not possible
It is not possible to filter contacts included a word in notes (but notes ). Anyway PD search can find such contacts, but it is not possible to export such contacts. Here is also a misunderstanding -> there are 2 fields "notes" (markup and notes). https://sharing.pipedrive.com/YKyLIP
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Question: How to save incoming calls from new customers
I have a client who receives about 50 calls a day from new clients. Once he receive such a call, he opened Pipedrive app to do the following: manually store the phone number as contacts in Pipedrive, and add an activity to store the phone call history. You can easily guess how painstakingly tedious it is if you repeat the…