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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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notification
can pipedrive send an email notification with attached documents
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I could not get the trace done that is a new feature about Document Beta.
I could not get the trace done that is a new feature about Document Beta. I've been testing this feature but it seems that is not working. Could you please help me out with it? Thank you.
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Would you like to read real sales sequences of Hubspot, G2, Drift & more?
Hello Pipedrivers, Shobhit here. Delighted to share our Sales Sequences book in the community! Sales experts from fast-growing companies (like Hubspot, G2, Vidyard, LeadIQ and more) have shared their real sales sequences and their real results (opens, clicks, replies, and more) in the book. If you are stuck with…