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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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Coming soon: Asana workflow automations ⚙️

We are happy to announce that Asana integration will be added to workflow automations, providing yet more opportunities to connect Pipedrive and Asana. 

What will I be able to do with it?

  • Access to more action and event combinations, and filtering possibilities that include Asana
  • Support for both Deals and Leads
  • Support for automations for multiple pipelines

 

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

Coming soon: Zendesk Support integration 👩‍💻

 

UPDATE 13/12/2021: Out now

 

Why?

To allow sales reps to access customers’ information from Zendesk and vice versa, thereby eliminating the need to switch between apps and promoting both a speedy resolution and a better sales workflow.

 

What will I be able to do with it?

See Zendesk ticket details inside of Pipedrive. Zendesk users can also access the Pipedrive deal title, status and value.

Coming soon: Smart Docs add-on 📝

UPDATE: Available now!

Streamlining your document management affects more than just your documents. It works wonders for your entire sales cycle! Take for example one of our customers, Leyout, that reduced its document management tool costs by 58% just by using Smart Docs.

 

Now, for some best part: We’re happy to announce that Smart Docs, including eSignatures, will be available for Essential and Advanced plan users as an add-on, 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, immediate access to all team-shared documents and templates
  • Close deals faster with eSignatures

 

💡 Sign up here and be the first to know when it’s out! 💡

Planned: Smart Docs add on 🗂

💡 Sign up to be the first to know 💡

 

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, immediate access to all team-shared documents and templates
  • Close deals faster with eSignatures

 

🔔 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.