Current as of 17th January 2025
The terms set forth below (“Supplemental Terms”) are part of the Pipedrive Terms of Service set forth at https://www.pipedrive.com/en/terms-of-service and govern the use of the Add-On Features below. Terms defined in the Terms of Service shall have the same meaning in these Supplemental Terms unless otherwise defined here. If there is a conflict between these Supplemental Terms and the Terms of Service, these Supplemental Terms shall govern.
To purchase a Subscription for an Add-On Features Client must first enroll in a Free Trial. If Client does not cancel a Subscription for an Add-On Feature prior to the end of the Free Trial for that Add-On Feature then Client will be billed for the Subscription as described below and as outlined in the billing section of their Account. The Subscription Term for all Subscriptions for Add-On Features will run concurrently with Client’s Platform Subscription. The Initial Subscription Term for any Add-On Features will be prorated to align to the then-current Subscription Term for the Platform Subscription.
Overview: The Campaigns Add-On Feature allows Clients to create and send bulk marketing email campaigns with Pipedrive’s drag-and-drop email editor and also review engagement reports.
Scope of Use: The Scope of Use for the Campaigns Add-On Feature is based on the number of contacts in an Account with the marketing status set as “subscribed” (“Subscribed Contacts”). Client is solely responsible for ensuring that each Subscribed Contact has Consented. Client “Consent” means express, verifiable approval from a recipient to receive marketing communication. Client’s ability to downgrade a Campaign Subscription is limited by the number of Subscribed Contacts and Client is responsible for ensuring that they reduce the number of Subscribed Contacts to be within the downgraded Scope of Use.
Additional Terms and Requirements:
Account Review Process: Purchase of a Subscription for Campaigns and upgrades require the completion of an account review process whereby Pipedrive reviews the Client's Account and its compliance with these Supplemental Terms and the Terms of Service (an “Account Review Process”). As part of this process, Client may be issued an account review form to complete. Client will provide all information requested by Pipedrive as part of the Account Review Process. Pipedrive may initiate an Account Review Process prior to purchase, at the time of upgrade, or at any other time. Upon upgrade, Client must initiate and complete a new Account Review Process before the entirety of the Scope of Use will be available for use. When an Account Review Process is initiated, access to Campaigns will be suspended during the review. It is the Client’s responsibility to ensure that all emails are properly sent after the Account Review Process is completed.
Anti-SPAM Policy: Client is solely responsible for ensuring that its usage of Campaigns will be made in strict compliance with all applicable laws and regulations. Client may not use Campaigns to send spam. Email is considered spam when the recipient has not Consented to receiving the message or Consented to the processing of personal data used to send the message, or when the message or the data processed to send the message otherwise violates applicable law. Client is prohibited from using Campaigns to email: (a) purchased, rented, scraped, or borrowed email lists, and (b) email lists that are likely to result in an excessive number of “unsubscribe” requests, or “spam” complaints or notices, as determined by acceptable industry practices. Any suspected spamming by a User may result in an Account being suspended.
Email Opt-Out Requirements: Client warrants that they have obtained the necessary Consents from their contacts to receive marketing communications prior to using Campaigns. Every email, whether text or HTML, must contain sender information that is not false or misleading and mandatory “unsubscribe/opt-out” links at the bottom of each message, which automatically updates the status of Client’s subscriber contacts to ensure recipients who have requested to unsubscribe have been recorded accurately. Clients are not allowed to send messages to any individual who has revoked Consent. It is also the Client’s sole responsibility to ensure that its use of the Campaigns Feature is in strict compliance with its email service provider’s terms of use.
No Misleading Information: Client must ensure that every email sent via Campaigns:
(a) includes its true and accurate postal address, in each email footer; (b) that it does not contain false, or misleading information in the subject line or otherwise contain false or misleading content; and (c) does not use Pipedrive trademarks or logos or the intellectual property of any third party without their permission.
Account Abuse; Monitoring: Pipedrive reserves the right to monitor Client’s use of Campaigns at any time, including for compliance with these terms. Client will provide all information requested by Pipedrive to evidence compliance with these Terms. In the event that the status of Subscribed Contacts in an Account is amended in bulk, or reaches the Subscriber Limit, Pipedrive may put an Account into the Account Review Process. Pipedrive reserves the right to review any message sent by Client and to approve or reject sending of such messages.
If Pipedrive, in its sole discretion, determines Client usage of the Campaigns Feature to be: (a) outside of the permitted and intended use as outlined herein, (b) beyond any bandwidth usage of the Feature, or (c) significantly excessive usage of the Campaigns Feature in relation to other Users, as solely determined by Pipedrive, Pipedrive reserves the right to suspend Client’s Account, (or part thereof).
Client may only use Campaigns in compliance with email marketing best practices. It is also the Client’s sole responsibility to ensure that its use of the Campaigns Feature is in strict compliance with its email service provider’s terms of use.
Additional Terms and Requirements: Use of Web Visitors is subject to the Dealfront terms and conditions located at https://www.dealfront.com/terms-and-conditions/ and Client agrees to comply with those terms.
Overview: The Smart Docs Add-On Feature allows Clients to centralize the documentation process and streamline and automate how sales teams create, send, manage and sign quotes, proposals and contracts via the eSignature functionality.
Free Trial: Valid billing details are required to be entered into the billing section of Client’s Account in order to activate the eSignature functionality during the Free Trial for Smart Docs and each Account may use up to 5 electronic document signature requests sent by a User via the Pipedrive Services whether fully executed or not (each a “eSignature Request”).
Scope of Use: Fees for Smart Docs are based on the number of eSignature Requests and Client may not use more eSignature Requests each month than are included in Client’s Subscription. Any eSignature Requests that are not used in a particular month will expire at the end of the month.
eSignature Requests shall expire if not completed within sixty days and a User may cancel an eSignature Request at any stage prior to signing. In the event that a User cancels an eSignature Request, or it expires, the eSignature Request will be counted against the monthly Subscription allowance.
Additional Terms and Requirements:
Document Storage: A User must have deal access in an Account to view its associated documents. Authorized Users have access to all deals and documents associated with their Account. Only PDF versions of documents are stored in the Pipedrive Services.
Completed documents processed through Smart Docs are retained in the same manner as other Client Data in line with Pipedrive’s data retention policy and incomplete or cancelled documents are retained and deleted (a) 3 months after the eSignature Request is canceled by a User, or (b) 3 months after a deal, or document gets deleted by a User.
Additional Disclaimers: Nothing in these Supplemental Terms may be construed to make Pipedrive a party to any electronic document processed through Smart Docs and Pipedrive makes no representation or warranty regarding the transactions sought to be affected by any electronic document.
Client acknowledges that it has exclusive control over and responsibility for the content, quality, and format of any electronic document. Client is solely responsible for determining whether use of Smart Docs forms a binding agreement including any laws that apply based upon the content of the documents or agreements, the parties involved, or the jurisdiction. Certain types of agreements and documents may not be subject to electronic signature laws (e.g. wills and agreements pertaining to family law), or may be subject to specific regulations by various government agencies regarding electronic signatures and electronic records. Pipedrive is not responsible or liable to determine whether any particular document (i) is subject to an exception to applicable electronic signature laws, (ii) is subject to any particular agency specific regulations, or (iii) can be legally formed by, or enforced with electronic signatures. Further, Pipedrive is not responsible for determining how long any contracts, documents, and other records are required to be retained or stored under any applicable laws, regulations, or legal or administrative agency processes. Further, Pipedrive is not responsible for, or liable to produce any of Client’s electronic documents or other documents to any third parties.
In certain jurisdictions, consumer protection or similar laws or regulations may impose special requirements with respect to electronic transactions involving one or more “consumers”, such as (among others) requirements that the consumer consent to the method of contracting and/or that the consumer be provided with a copy, or access to a copy, of a paper or other non-electronic, written record of the transaction. Pipedrive does not and is not responsible to: (i) determine whether any particular transaction involves a “consumer”; (ii) furnish or obtain any such consents or determine if any such consents have been withdrawn; (iii) provide any information or disclosures in connection with any attempt to obtain any such consents; (iv) provide legal review of, or update or correct any information or disclosures currently or previously given; (v) provide any such copies or access, except as expressly provided in the documentation for all transactions, consumer or otherwise; or (vi) comply with any such special requirements. Client undertakes to determine whether any “consumer” is involved in any electronic document presented by any of its Users with an authorization for processing, and, if so, to comply with all requirements imposed by law on such electronic documents or their formation.
Client agrees it is solely responsible for the accuracy and appropriateness of instructions given by it and its Users to Pipedrive in relation to the Smart Docs Feature, including without limitation instructions through its Account.
1. Overview: LeadBooster is Pipedrive’s lead-generation Add-On Feature that allows Clients to capture inbound and outbound leads. LeadBooster provides access to the following functionalities:
Web Forms: Web Forms allows Clients to capture Contact Data from visitors to its website. Web Forms may only be accessed and used by admin Users of the Feature.
Chatbot: Chatbot allows Clients to engage with visitors to its website. Clients can customize how it looks, the questions it asks and how it replies. Chatbot may only be accessed and used by admin Users of the Feature.
Live Chat: Live Chat allows Users to take over their Chatbot conversations and chat directly with website visitors. Live Chat may only be enabled by admin Users within Chatbot, however once enabled by default, all Users of an Account with a LeadBooster Subscription can use it.
Prospector: Prospector is a credit-based feature located in LeadBooster. Prospector enables Users to search for business contact information in an external database of profiles (“Leads”). The contact data may consist of social media profiles, emails, and/or phone numbers associated with a Lead (“Contact Data”). Contact Data of a Lead is revealed only after spending Prospector service credits (each a “Credit”). By default, all Users of an Account with a LeadBooster Subscription can use Prospector to search for Leads, however only Users with an authorization are permitted to use Credits to reveal Lead Contact Data.
2. Scope of Use:
Fees for LeadBooster are based on the number of Credits allocated to the Client as part of their Subscription (“Monthly Credit Allowance”). Each Credit allows the Client to reveal one Lead’s Contact Data. Credits must be used within the same Monthly Credit Allowance Period in which they are allocated, as they expire at the end of that period.
In the event that additional Credits are required, they can be purchased by adding a recurring Credit Subscription at any stage to a LeadBooster Subscription. The Fee for additional Credits will be determined based on the Client’s Credit usage in a given month. These fees will be charged to the Client’s card on file, monthly in arrears.
The “Monthly Credit Allowance Period” refers to the monthly timeframe during which Credits are valid:
For monthly Subscriptions, this period aligns with the Subscription Term.
For annual Subscriptions, the Monthly Credit Allowance Period begins on the same day of each month as the Subscription start date and ends at the start of the next Monthly Credit Allowance Period.
Credits included in the Monthly Credit Allowance are allocated monthly, on the same day of the month as the Subscription commencement date.
3. Additional Terms and Requirements:
Inaccurate Contact Data: If Client believes that the Contact Data received consisted of disabled emails or disconnected phone numbers (“Inaccurate Contact Data”). Client may report a Lead as Inaccurate Contact Data via the inaccurate leads report (located in Prospector) and request to receive back the Credit used to reveal that Lead. An authorized User must make a request within ten days of revealing the Lead’s Contact Data. Users will also only be able to make this request if they have not yet converted the Lead into a tracked transaction within a pipeline in their Account. Pipedrive will review the Client’s request and either approve or reject the request within three business days. If rejected, Pipedrive will provide a rationale for the rejection. If approved, any Credits will be received back during the next Monthly Credit Allowance Period and must be used within the next Monthly Credit Allowance Period. Pipedrive shall have sole discretion in determining whether to accept or reject a request.
Cognism: Both Client and Cognism should be considered independent data controllers when processing the Leads’ data, with Pipedrive facilitating the transfer of data between the parties. Clients remain fully responsible for using the Prospector feature and complying with applicable data protection regulations, including when receiving the Leads’ data and when contacting the Leads. For more information about how Cognism complies with data protection regulations, see for example:
https://www.cognism.com/en/privacy-policy