Last year we worked tirelessly to give you even more tools to grow your business.
With so much going on, we thought it was a good idea to round up some of the best features we released to make sure you don’t miss out.
Smart Docs updates
To help close deals faster, Smart Docs users on the Professional and Enterprise plan can upload and share quotes, proposals and contracts in PDF format as well as set up templates using Google Sheets and Google Slides.
Users can upload a PDF file from their device into Pipedrive, create a link to request a digital signature and get a notification when their doc has been opened.
If you’re a Smart Docs user who uses Google Drive, you can use Google Sheets and Google Slides to set up templates to use time and again, saving time and adding consistency to your documents.
We also gave Smart Docs users on the Professional and Enterprise plan the ability to remove Pipedrive’s logo from their documents before sharing them through a public link or requesting eSignatures. These users can now share documents and templates with colleagues too.
Essential and Advanced plan users will soon be able to add Smart Docs to their Pipedrive subscription as an add-on from $32.50 per month.
Revenue Forecasting goals in Insights
Users on our Professional and Enterprise plans can set up goals related to Revenue Forecasting.
Revenue-based targets can be set for yourself or your teams and you can keep track of them over time to increase motivation. The data is based on the expected close date you can configure in your deals.
We also made it easier to set goals and track your team’s progress and you can edit the date range in your reports and dashboards, giving you greater customization over your data.
You can also create custom time periods for your reports and dashboards in Insights with the ability to edit the date.
Manage your Insights reports and dashboards with custom sections
Users of our Insights feature can manage reports and dashboards with a customizable section, making it easier to reach the data you need.
Our update lets you group reports in sections, delete old reports in bulk when they’re no longer needed and rename your sections to match your sales processes.
This is especially useful for sales managers and reps with a large number of reports and dashboards as you can organize your data in a way that suits you.
Get started by dragging and dropping reports and dashboards into your newly created section and then quickly access what you need by selecting the section in the navigation menu in Insights.
Don’t miss an update with in-app mentions
Let a team member know something that has changed in Pipedrive by using the ‘@’ symbol and that colleague’s name in an update you’ve made or a note you’ve added to a Pipedrive entry.
When you use the ‘@‘ symbol to tag someone else, your team members’ names will appear in a drop-down list, making it easier for you to find the person you are looking for.
Users tagged in a mention can reply by posting a comment on the note, which will send a notification to the person who created the note.
Create a workflow with sequences of automated actions based on a single trigger and add custom due dates to activities.
We’ve updated our easy-to-use workflow builder to enable you to stay on top of your sales pipeline and understand what is being set up.
You can set up the actions in these sequences in any order you like and you also have the ability to add custom due dates to activities. Handy if you want an activity to be planned a set number of days after a trigger.
If you prefer not to start from scratch, you can pick from one of our templates covering common workflows to get up and running.
Schedule emails in Pipedrive
Users on the Advanced, Professional and Enterprise plans can schedule emails to be sent at a future date and time.
This means you can send emails during your off-hours (especially useful if you have customers around the world) and schedule team emails to go out at the start of the day to help your reps plan their tasks.
You can also align your email strategy with a time-sensitive campaign or event, meaning you can send your contacts the ideal email at the ideal time.
Find more leads with 10 free Prospector credits each month
LeadBooster subscribers get 10 free Prospector credits each month to find new high-quality leads.
If you have LeadBooster, you can use your credits to reveal the verified emails, phone numbers and social accounts of your matches from a database of 400 million profiles.
We’ve added the free credits to your LeadBooster subscription at no extra cost so you don’t need to do anything to get started.
If you’d like to add more credits, you can add credits to your subscription on a recurring basis. The more credits you choose, the cheaper the cost per credit overall.
LeadBooster users get unlimited use of Scheduler
That’s not the only update for our LeadBooster users. That’s because you also have unlimited access to the Scheduler features available on our Professional plan, regardless of which Pipedrive plan you are on.
Our popular Scheduler tool helps you arrange meetings with your leads by sending calendar invites with your availability via Live Chat or, if a lead has been qualified, via Chatbot. You can also send calendar links via email as a follow-up to conversations.
Once your lead selects an option from your availability, your meeting can be automatically synced to your or your reps’ calendars (if you have email sync set up) and is also saved as an activity in your Pipedrive account.
Marketplace integrations: Trello, Zoom and many more
We know many of you use third-party tools alongside Pipedrive. That’s why we launched a number of app integrations with the tools you know and trust.
You can use Pipedrive with the likes of Trello, Microsoft Teams, Monday and many more.
Check out our Marketplace, which boasts nearly 300 apps that can help sync your business data across the entire revenue cycle and stay tuned for even more integrations in 2022.
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