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Sales Documents / Smart DocsFeedback & Suggestions

Asked a question 11 months ago

I had a look at Sales Docs. Our quotes are created in our ERP system which cant link to an external system. Can I attached a PDF quote and still have the "share link" option to track when a quote was opened?

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Hi Community, we’re trying to populate products (ideally with descriptions of what’s included in a product) in Pipedrive ... is there a way to export externally?

Who else could see the benefit of "Multi-Organisation Deals" for where you've quoted more than one customer for the same project and don't want to skew your figures / forecasts?

How can I easily track outbound sales emails by user that can be linked to goals to measure and manage?

PLEASE VOTE! I would love to be able to build a Price Waterfall in "Insights" Somthing like attached picture to track ... industry and individual sales rep:

Would anyone be down to contribute to the development of an integration between Pipedrive and Ultradox? The Ultradox ... and make this a public integration :D

Wouldn't it be useful if webform had an option to be manually integrated into organizations and contacts? This would ... and connecting to the wrong account.

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Asked a question 11 months ago

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