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Setting up Automations for your team just got easier! You can now share an automation with other users in your Pipedrive account or transfer ownership.
We’ve released new permission types that let users determine who can add deals, leads, organizations and people, as well as who can edit those owned by other users.
Pipedrive users on Professional, Power and Enterprise plans can now create formula fields that calculate important totals and metrics automatically.
To help you close deals faster, Smart Docs users on the Professional and Enterprise plan can now upload and share quotes, proposals and contracts in PDF format and set up templates using Google Sheets and Google Slides.
Pipedrive's new Deal Stages view allows you to track your deals through different stages and see where your team is doing well, and where they are stuck.
Learn more about the latest Pipedrive updates including personal filters and other productivity enhancements.
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