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CUSTOM PRODUCTS SALES. CREATEd 1400+ PRODUCTS IN “PRODUCT" SO FAR
My question? when the customer paid, we add products(created earlier) into the deals. can that deal be used to create a P.O with all the details of products. so my teammates don't have to create again on an excel sheet. it has been a pain since 2020. we want to change. there are 10-20 features in one product including…
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Automate email with attachment from document template
I am looking to automate sending an email when a deal is moved to a new state. What i want to have happen is for a template email to be sent, and request signature on an attachment generated from my document templates.
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BUILD A QUOTE BUTTON ONTO DEALS WITH PRODUCTS.
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Modèles de devis partagés
Bonjour à tous, Je suis confronté à un problème, dans mon équipe les modèles de devis/contrats que je créé ne sont pas visible par les autres membres. En outre lorsque qu'ils les importent du DRIVE, ces documents sont des modèles en copie. Comment puis-je avoir un modèle partagé sans créer de doublon/copie ? Excellente…
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בקשה לחתימה על הצעות מחיר דרך Pipdrive
שלום לכולם, רציתי לשאול מי משתמש בבקשה לחתימה על הצעות מחיר שנשלחו דרך פייפדרייב? במידה וכן האם זה משהו שבדקתם עם עו"ד וכביל? תודה מראש, עומרי
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New: eSignatures available in Professional trial accounts ✍️
https://pipedrive.hubs.vidyard.com/watch/msXXTeYAU1BLh3YXfFtHxC?In addition to paying customers in the Professional and Enterprise plans, now eSignatures is available for accounts in trial with Professional plan selected and valid billing details entered. So now you can play around with eSignatures before you decide that…
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e-Signatures with "Sales Docs"!
New "Sales Docs" feature is great BUT, what is it good for if my "clients" can't sign on it and compromise "on the spot"... This way, we would not depend on third-party services as Adobe, Docusign, and/or Hellosign ... or at least, do an integration were that document sent can be immediately signed with any of these…
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Importing Quotation Templates
Happy Thursday all :-) Apologies for asking this, however I'm wondering how to import the attached template into PD and populate it with a deal I have saved. When I copy the Product Table it looks horrible..... Ignore This image
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What are the available option(s) for sharing a document template via Pipedrive across my organisatio
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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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Usage of document templates
I created a template. Other pipedrive user don't see the template. How can we share templates over all pipedrive users in the company?
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A Sales Engine that Drives Customer Relationships, Part 1 Customer Facing Components
https://academy.dotankdo.com/blog/a-sales-engine-that-drives-customer-relationships-part-1-customer-facing-components/ Thought I'd share my sales blog on growing the value you deliver to your customers by elevating and/or changing the relationship you have with them. Would love to hear what you think & your feedback. In…
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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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Community Roundup - Volume 9 🗣️
2021 may still be recovering from the champagne and confetti but in Community we hit the ground running. Check out this week's selection of top posts, and join in on the discussion! 🔥 Happy New Year Emails: 8 Templates for Your New Year Email Campaign 🔥 How to Use Pipedrive to Automate Estimation Workflows 🔥 Can You…
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Estimating workflows
Hi all, I am new to pipedrive and hoping to use the platform to automate our estimating workflows including internal check sheets, resource coordination and submissions. Do you have advice on how to get started?
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Sales Documents + MS Word/OneDrive open for BETA testing in Advanced and above!
⚠️ Update: Good news, this is now live! 🚀 See more here. ⚠️ ****************************************** Hi everyone! Just to let you know that we are openly accepting beta testers for Sales Documents + MS Word/OneDrive for all companies in Advanced and above. 📩 Please drop us a line to salesdocs@pipedrive.com should you…
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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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In Case You Missed It - Pipedrive Update - December 2020
https://pipedrive.hubs.vidyard.com/watch/Eio2H7L4DeX4FsHX1Y1wmS?In case you missed it - Pipedrive has new Revenue Forecasting, OneDrive integration, E-Signatures, and we're now a unicorn! 🔎 Want more details? Read all about it in our blog article: * 🇬🇧 In English * 🇵🇹 Em Português
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Live: Sales Documents + Microsoft Word/OneDrive 📄
⚠️ Update: Good news, this is now possible! 🚀 See more here. ⚠️ ****************************************** We are currently working to make it possible to use the Sales Documents feature with MS Word/Onedrive for users in the Advanced plan and higher. Not just Google Docs anymore! ❗In fact, the beta testing program is…
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Customer agreement template
Is there an option where I can sent my clients and agreement for them to sign generated from a template using clients info?
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Need new Insights report
we use the Sales Documents feature. and Insights reports, both great. Here is our issue: Insights reports ONLY show DEALS. which is good for some reports. However a report we require is: Show all deals that had PRODUCTS created OR Modified during a timeframe. AKA what was the value of deals/quotes we did. last week based…
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Community Roundup: Volume 2 🗣️
Our Sales Community continues to thrive on very interesting conversations between our members! 💪 Check out the links below to see a handpicked selection of some of the most interesting discussions and join in the conversation. Product specific discussions 📦 * How to Manage Won Deals in Pipedrive * Best Way to Directly…
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Sales Documents + MS Word - Usability tests!
Usability tests - Want to try Sales Documents working with Microsoft Word and OneDrive? ⚠️ Update: Good news, this is now live! 🚀 See more here. ⚠️ ****************************************** Hi everyone! We have been cooking new features to help you out closing deals faster by automating your quotes and proposals…
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Question on TEMPLATES for sales documents.
It's not shown in your docs but if you want to SHARE a template (which is the entire purpose of templates) then you have to go to google docs account and share it with each person. NOT a big deal but you might want to put a little not in your onboarding docs. However, when you share a Sales Documents Template it is NOT…