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Store user phone number in user profile and create token for user Phone Number
My organization passes PipeDrive tokens to PandaDoc templates to generate sales proposals. Every time we create a proposal, we have to manually enter my phone number on the cover page. I should have the option of storing my phone number in my PipeDrive user profile. The value of that entry should be a token like…
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How do you generate quotes and proposal with pipedrive?
Hi there, we are a SaaS Business and are wondering how others automatically create quotes and proposals. Looked in the marketplace and it seemed that there aren't a lot of apps which seems to solve this problem. Any help or hint is highly appreciated. Thanks Mathias
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Feature Request: Integrate CC Payments (Stripe) to Request Signature Page // How are you handling CC
Would it be possible to integrate Stripe to accept credit cards and begin billing from the final Request Signature page? How is everyone accepting payments after the client signs a proposal? I'm currently using betterproposals.io but I feel like this would be a great feature to have in Pipedrive to reduce buying friction.
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Using payment plan fields to automate installment plans on contracts by DocuSign
Is there any possibility to use the payment plan feature in the revenue section of the deals for more than just the reports? I would love to use it to create the dynamic installment plan just by using the payment plan table as a field as such. Is there any other solution for that?
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Merged: Add multiple subscription models, add ramp-up plan models, and edit subscription plan
This discussion has been merged.
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🔴🎙️ Today, June 30th: Live Webinar with Pandadoc and Good Work: Streamline Proposals and Close Deals
📌 Register now and reserve your spot! A true story of success from the owner Discover how Garrett Winder built the time-saving process that's helped Good Work see 5x the leads and revenue for his web development business. This efficiency made it even easier to grow business and offer new products to clients all while…
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Asking for Proposal and Contract Integration Feedback
I am currently looking into Formstack for our proposal and contract integration, and there aren't any reviews with the integration capabilities. Is anyone utilizing Formstack as their proposal and contract solution? If not, what are others using?
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Hi there, what digital e-signature software syncs up with Pipedrive the best? I am aware that pipedr
Hi there, what digital e-signature software syncs up with Pipedrive the best? I am aware that pipedrive has its own system, but we have over 30 people on our account and this would mean doubling our subscription price!
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Contract management
Hey, Which Contract management app would you recommend from Pipedrive marketplace? :)
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need help PD
Good day I need assistance I have this one thing I want to implement. its relating to Contracts * can PD assist me when I sign a deal with my client I want PD to automatics update my calendar continue running for 34 Months and at Month 34 it must create and meeting with my Client because client have a 5 year Contrack. all…
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Proposal, Invoice and PD integration
@Smart Lotto Administrator I am looking for add-ins to manage proposals and invoices from the deals we have in our pipelines. Anyone had any experience/success they can share. We currently use Dolibar for proposals which is more of an industrial ERP and too clunky to consider trying to Zap - looking to change. I am…
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Planned: Sales Documents for teams 📄 🧑🏽🤝🧑🏼
Pipedrive knows that composing a proposal is in most cases a joint task involving several people in a team or organisation, sharing documents, content, insights and contributing with their knowledge to present a client with the most compelling offer. Currently, Sales Documents doesn’t fully support this internal process…
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GetAccept vs. PandaDoc
If you have tried both of these integrations, I would love to hear some pros vs cons. Thanks,
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Docusign integration in Pipedrive
https://cutt.ly/rth3JaB We are launching the brand new integration for contracts e-signature DOCUSIGN. NO excuses, now close a contract is just matter of seconds! Visit our page here and learn how to boost your salespeople by document management in Pipedrive! HERE
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Join the Pipedrive Roundtable! (This Friday, 2nd of April, 08:30 PST / 17:30 CEST)
Join our Roundtable for Tips and Tricks on Friday, April the 2nd at 08:30 - 09:30 PST / 17:30 - 18:30 CET! Join our Roundtable every 2nd Friday where we share tips, insights and help each other with our different use cases! Friday, every two weeks, we get together to improve our Pipedrive Skills! For an invite, send an…
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Beta testers needed for Sales Documents sharing and storing improvements
Easily share templates with your team in Pipedrive UPDATE: Thanks for all the interest in testing this feature! I am no longer monitoring this thread, so if you have feedback or would like to be included in testing please email my team at salesdocs@pipedrive.com 🙂 ___ Hi everyone, We've been making some big improvements to…
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Proposta no Pipedrive
Bom dia trabalho com Produto/Serviço e itens de implantação quando gero um documento pelo sistema do pipedrive usando a grade, todos os itens sai na mesma tabela. Eu vejo como uma melhoria ter alguma forma de dividir as tabelas ou ter um resumo para o nosso cliente quando receber esse documento saber quanto ele vai pagar…
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Is it possible to attach a picture to a product such as I can add it to a proposal ?
Hello, I am trying to generate a nice looking proposal based on a list of products (and deal) and I need to include the products' pictures in the proposal. I was thinking of generating a proposal in Pandadoc but I need to add a picture of the product in Pipedrive. Any ideas of how I can do that ? Other suggestions ? Thanks…
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Feedback on a Hackathon Idea (If it wins, we can build it in PD) 💡❗
Hi, I am Ambar, Product Manager at Pipedrive. We are working on a cool idea for Hackathon in Pipedrive. Our idea is called client portal. Basically, salespeople or account managers can share files, notes, documents or invoices with their client. And clients can create an account in PD and see all the communication. Clients…
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New: OneDrive and Sharepoint now in Sales Documents! 📄
Why? Work with your everyday business applications: now you can integrate Sales Docs with leading cloud storage service platforms like OneDrive or SharePoint (as well as with Google Drive, which users could integrate already) to ensure your documents are kept secure and accessible, all in one place. For whom? Users in the…
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New: eSignatures in Sales Documents for Enterprise and Professional ✍️ 📄
eSignatures in Sales Documents We’ve added eSignatures to our Sales Docs feature so you can get documents signed using Pipedrive, without needing extra software or having to print and scan copies. eSignatures is currently in Beta and during that time you can enjoy the unlimited usage of it (exclusive for Pro and Enterprise…
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Looking for someone who can help me get Pipedrive set up properly with our companies workflow: Deal
Looking for someone who can help me get Pipedrive set up properly with our companies workflow: Deal in Pipedrive > Proposal in PandaDoc > Proposal accepted in PandaDoc > Data back into Pipedrive > Send Invoice on that Deal / Proposal from Pipedrive and have that data sync automatically with Quickbooks Online.
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Organizing the contract negotiation process
I posted this recently in another category but go no responses. Let me know if anyone can help: I've been using pipedrive for few months now. I'm trying to figure out if there's a way to do this in pipedrive or if there is another app that I can use to keep track of contract negotiations. For example, buyer offers $100,…
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Using Pipedrive for Contract Agreements and customer profiles
Is anyone aware of an integration where I can send out a Document with fillable fields? When the client receives the document, they fill out the specified fields and sign the agreement. When the document is returned to me, the fillable fields are populated into Pipedrive as specified. I noticed the new document Beta, but…
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Document Beta
Cant find a group for the Document BETA, but would it be possible to extend this functionality also to Sheets and Slides?
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Contact sync to Outlook?
What is the best practices around sync should be shared (better to maintain in PD and sync to outlook? Or other way around?)
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real estate contract negotiation
Can someone please suggest how I can organize the contract negotiation on pipedrive or other application? For example, buyer offers $100, then seller counters $150, then buyer makes new counter of $125..... I'd like to have all the offers and counters side by side in chronological order. I'm negotiating sometimes 10+…
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Wir suchen Unterstützung, um formatierte Angebote direkt an unsere Kunden zu senden
Hello, wir suchen Unterstützung um direkt aus pipedrive schickformatierte Angebote (wahrscheinlich pdf) an unsere Kunden zu versenden, die sie dann elektronisch unterschrieben an uns zurück schicken können bzw ausdrucken / unterschrieben / einscannen (je nach dem wie sie drauf sind. Die Produkte sowie die Kontaktdaten der…
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Seeking recommendations - DocuSign or another tool with Pipedrive.
Hi, Im looking to use DocuSign or other tool with Pipedrive. Any recommendations? Key features are simple contract approval and Pipedrive (ideally native) integration. Regards, Kent.