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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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Sales Documents - Multiple languages
It would be nice that the sales document feature is available in multiple languages. When including the date field, it says Saturday for example or the product headers are in English. This is unfortunate as we only provide quotes in Dutch and French to our customers. Does anybody else experience this? Have you found a…
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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…
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Quote/estimate in foreign currency.
My company is located in Canada and we carry a vehicle that is priced in USD. I am looking for help to include in my quote that will protect me should the USD change dramatically. I am looking to protect both the company and our clients.
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Nya dokumentfunktion i PB
Hej folket! Är det någon av er som börjat använda PBs Documents för att skapa offerter/avtal? Om ni gör det, hur arbetar ni med det då?
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Document Creation - Product Error
Hi all, I'm really hoping someone can help me with an issue I've been having in the Documents BETA. I have successfully created number of other documents using custom fields pulled from the Deal, but I've hit an error when I try to include a Product Table in a document... Objective: Generate a sale quote from a deal using…
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Google Drive not authorizing the connection with Document Sales
Hi, I'm trying to use Document sales. Everything worked fine 2 weeks ago, but today the connection with Pipedrive is not working. Do you have this problem too ? How to solve it ? ps : i already tried to disconnect/reconnect Drive in my Pipedrive settings
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Sales docs- offertes
Goedemorgen iedereen, Ik ben naar sales docs aan het kijken om een template te maken voor een offerte. Zijn er meer mensen die hiermee bezig zijn? Heeft iemand hier de kunde en kennis van? en al een mooie offerte template klaar? Kun je die dan delen? hahaha Mijn idee is dat offertes in de basis allemaal wel op elkaar…
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I am looking for a way to grab the customer data (name, address contact)in pipedrive to move it to a
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Angebot. erstellen möglich?
Hallo Zusammen, kann ich aus Pipedrive heraus aus einem Deal ein Angebot an den Interessenten schicken?
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Applying calculations in document template
We are trialing the document template BETA and it is working well for the most part. However, a significant limitation for us is that we couldn’t find a way of including a calculation in google docs and bringing that through to the Pipedrive template. It may not be feasible has anyone found a way to bring through a…
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Quoting of different product types
I am looking for ways others are creating quotes for products of different types. For example my company has a system we sell that includes hardware and software licenses. We also sell services that are set at a certain cost whenever that service is utilized. I am looking for a way to quote both items out of pipedrive in…
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Programmatic calculations to custom fields
Looking for a developer to programmatically apply percentage calculations based on 1 of 3 different deal options, ie Product 1, Product 2, Product 3 with 'monetary type custom fields' in the deals table to calculate diminishing returns over 3 fixed terms and automatically populate the custom fields so that we can copy and…
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Disappearing Sales Documents (BETA)
Has anyone else experienced the Sales Documents (BETA) disappearing? That is it did show up in the Deal detail area but now is gone.
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Getting the new Sales Documents to work.
I've tried testing out the new Sales Documents feature but it hangs up at the very beginning. It asks me to Log In. When I click the button it opens a new window and I enter in my information. Then it says "One moment please" then that popup goes away and I'm back to the screen asking me to Log In. I normally use Mozilla…
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Create multiple deals from same quote to multiple customers.
I just sent the same quote to multiple customers and now have to track each customer in PD. Can I enter multiple customer names in the same new Deal so as to create multiple Deals, instead of having to create a new Deal for each customer that I sent the identical quote price to?
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Sales Doc
Hi! I've received an invite to test Sales Doc (directly in my pipedrive account): is it possible to start ?!? :-) Thanks! @Inês Batata
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notification
can pipedrive send an email notification with attached documents