Settings and activity
608 results found
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310 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Savannah Faulkner supported this idea ·
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27 votes
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2 votes
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2 votes
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46 votes
Hi Pandas,
I’m thrilled to share the latest developments on our enhanced Pipedrive integration, which will soon include Sync Rules (aka 2-Way Sync) and CPQ (Configure, Price, and Quote) capabilities.
Here’s what we are building:
CPQ Functionality: Users will be able to create, configure, and send price quotes directly from Pipedrive deals.
Enhanced Interface: A modern tabbed interface within Pipedrive will feature dedicated "Documents" and "Workflows" tabs, enhancing the organization and accessibility of essential tools.
Unified Search Experience: This feature will enable users to seamlessly search for existing documents and workflows within Pipedrive.
Sync Rules: We're implementing the ability to sync document statuses and data back to Pipedrive records, addressing our number one user request and ensuring data consistency across systems.
We are dedicated to supporting both US and EU data centers to serve our global customer base effectively.
Timeline Preview: Expect to see these functionalities rolled out in Q2.…
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2 votes
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2 votes
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2 votes
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5 votes
An error occurred while saving the comment -
3 votes
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5 votes
An error occurred while saving the comment Ability to choose which payment gateway you want the recipient to use on the document (instead of in workspace defaults)
This would allow you to choose the payment gateway per individual document -
5 votes
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14 votes
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3 votes
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9 votes
An error occurred while saving the comment Provide some sort of evidence, possibly shown on the declined document, to the recipient that their document was declined
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3 votes
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5 votes
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3 votes
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89 votes
Hi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
An error occurred while saving the comment Send a completed document to an email that is not a recipient of the completed document.
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4 votes
Workflow:
1. Assign all fields to one recipient and send to them
2. They forward the document to a second person who fills in some fields
3. This second person forwards the document to a third person who fills in the rest of the fields