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What's Planned? [read-only]
What's Planned? [read-only]

🚫 This is a read-only topic, please don't post questions here.🚫 To post feedback or feature requests use Feedback & Suggestions.

  • "What's Planned?" is used by Pipedrive to communicate some of the features our teams are currently working on.
  • Please note: Pipedrive reserves the right to modify the features in "What's Planned?" and does not communicate exact timelines.
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Planned: Smart Docs add on 🗂

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As you might know, recently, we’ve introduced Smart Docs: a product designed to enhance remote sales and help close deals faster. Today, we’re happy to announce that Smart Docs will be available for Essential and Advanced plan users as an add-on, including eSignatures, soon!

In a nutshell, here’s what Smart Docs allows you to do:

  • Centralize the entire documentation process: send trackable quotes, proposals and contracts from within Pipedrive and get notified upon their opening by the customer
  • Remove the Pipedrive logo from any document
  • Provide easy,... (More)

Planned: Leads in Activities List and Contextual Views 🗒

Why?

Save time and access Leads linked to your activities without having to navigate away from the Activities tab.

 

What will I be able to do with it?

Add or view Leads directly from your Activities List View, or your activity Contextual View. Just like you can do for Deals.

 

🔔 Follow What's Planned? to know what we're working on currently and what’s to come.

Please note: Pipedrive reserves the right to modify and update the features in the What's planned?  topic and does not communicate exact timelines for delivery.

 

Planned: Leads on Mobile

 

Why?

To make this popular desktop feature available from the Pipedrive mobile app.

 

What will I be able to do with it?

Add, manage and search your leads stored in your Lead Inbox, directly on the mobile app.

 

🔔 Follow What's Planned? to know what we're working on currently and what’s to come.

Please note: Pipedrive reserves the right to modify and update the features in the What's planned?  topic and does not communicate exact timelines for delivery.

Planned: Interactive app panels 🗒 🔗

Why?

To make it possible to interact with apps & integrations directly via app panels.

For whom?

All plans.

What will I be able to do with it?

Perform actions on third-party integrations without leaving Pipedrive.

 

🧠🔔 Learn all about App Panels from our Knowledge base here, and follow What’s Planned? to get notified about upcoming product releases.

Please note: Pipedrive does not communicate exact timelines for delivery and reserves the right to modify and update the features in the What's Planned? topic.