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Why no boolean (yes/no or single checkbox) custom field type?
I'm working on integrating with a marketing automation system. In the marketing automation platforrm, there's a boolean field called "Marketing Suspended" which, when true/yes/checked, means that the person stops getting all marketing. I wanted to put a custom field on the person record in Pipedrive, but my only option is…
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Activity Due Date vs Activity Completed Date
Activities that are marked completed have the due date, not the actual completion date. If an activity slips by a day (or days), it would be helpful to know when the activity is actually completed. Right now, we have to go in and edit the due date when it's completed so we have a more accurate picture of when a…
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Possibility to add external web link to Pipedrive users
I would like to have the possibility to add external web link to Pipedrive users to reach gamification scoreborads for each user.
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Order of products
Hi there. I use multiple products in each deal. I often need to change the order of the products. But I cannot do it. So I have to rewrite the products . I would love to see the ability to drag a product from one position to another, or an arrow button up or down, to move the product up (or down)one row.
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Email: resending emails
A lot of our customers loose emails in the junk mail folder, blocked by the IT administrator as junk or simply overlooked. When I make a follow up call I frequently end up resending the original email. It would be great if there is an efficient way to resend the same email with attachments.
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Lead to Deal automation with source and tracking
I will recommend to create a function that takes the source/label from the Lead and automatic apply that to the Deal when that's created. In that case we can create reports and track marketing initiatives instead of guessing the outcome of marketing campaigns. When it's automatic created from lead to deal, we can also…
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related organization is lacking
Related organizations only have daughter and parents, but this is useless for tech companies, where you need to have several other options Technology Provider Supplier Distributor and others
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Send direct message via teams integration
Hi, I have created a workflow using the templete (MS Teams) for "Every time a deal is moved to a new stage, create an activity and send an email" I have one final step in this workflow which is the "Send direct message" via teams. For some reason its sending the message directly to me (creator of the workflow) and not the…
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To-Do List
I vote to have a section of the site that is a to-do list that is not directly correlated with a date or deadline but acts as a reminder for long-term, ongoing tasks/projects
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Workflow automation logs
We have several automations running, e.g. adding products to deals, updating person/org owners, adding values to custom fields etc, however I can't see which records the workflow automations have run against, there is nothing logged in the Deal/Person/Org records either. Are there any logs where we can view this…
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Merged: The ability to assign multiple organisations to a single person
This discussion has been merged.
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Display Lost Reasons *comments* in reports and/or in deals List view
This would be a useful functionality to us.
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I would like to create a report or filter that shows all deals for a group of companies. Like one m
I would like to create a report or filter that shows all deals for a group of companies. Like one mother company + 5 daughter companies' deals shown in one report. It can be done by listing all daughter companies separately under secondary conditions "And match ANY of these conditions:" but using the mother company only…
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Merged: Manual Sort Deals within a Deal Stage
This discussion has been merged.
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Goals - Personalising the set up for a goal
Hi! The new goals function in Insights is a nice addition, however there is room for improvements. Currently, you are quite limited in what you can set up a goal for, and in what way you want to set it up. One example is, when setting up the 'count' won deals goal for a quarter, you would have to set up 4 different goals…
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GMail / G-Suite support for multiple domains
Gmail / G-Suite supports sending from multiple domains. However, sending from PipeDrive when integrated into GMail only support sending from the primary domain and allow you to use any of the other domains.
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Leads for Mobile App
Howdy Everyone. I would like to suggest adding the leads function to the mobile app version of Pipedrive. To me the, leads function is quite handy but it would be super helpful if I was able to capture new leads in the field, where most of my leads are generated. I am sure this added feature will benefit many small…
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number formatting
When a custom number field is utilized one should be able to format it to show thousand designator comma currently 111909 looks like this needs to look like this 111,909
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Net and gross price in products
Hi everyone, Currently, you can only store the gross price and tax in products. At the end you also get the total tax, but that was all. We would like to use the products to create contracts or other documents directly. Therefore, the net value is also very important for us. (...and I hope we are not alone with this…
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Zwei Fragen zu 1. Kontaktpersonen 2. Disount auf Zwischensummer/ Gesamtpreis
Liebe Community, zwei kleine Fragen. Besteht irgendwie die Möglichkeit, Kontaktpersonen als "inaktiv" zusetzen? Oft dreht sich das Personalkarussell und die Kontaktperson wechselt zu einem anderen Unternehmen. Löschen wäre jetzt nicht so der ideale Weg. --------- Besteht die Möglichkeit, Discounts z.B. X % auf…
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A common calendar link wiht summarized availabilities of the Team
My sales team needs a common calendar link for online trade fairs and our website, in which the availabilities of the individual team members are summarized. This is also important for the marketing of online meetings on the web. Pherhabs in Piderive Webforms? Is there a solution here?
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Adding new deal Dialogue view
It would be nice if default fields such as probability and expected close date could be removed from the add deal dialogue because when a receptionist is creating a new deal it would be nice to only display the bare minimum fields that they need to fill out rather than having to leave some fields blank. If those fields are…
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We really need a way to filter internal meetings from Insights reporting. Any suggestions? Or is thi
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Details for Multiple Pipelines
The nature of our business and use case is such that we have multiple pipelines. The detailed information that I would like to collect and reference for each is very different (even for the same contact or organization). We really need a way to have have different custom "details" populate depending on which pipeline a…
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Workflow automation: Put products in an email template
Dear entrepreneurs, Within my organization, we use the "products" within the deal, where we can add deal value. We would like to automate this process by means of workflow automation. We would like to automatically send an email to the financial administration whereby the different products and the deal + value are…
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Merged: ASANA Integration
This discussion has been merged.
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PD CRM add-on in Gmail
When will the PD CRM add-on in gmail allow an email to be linked to an existing deal? The extension didn't do it (now not supported) and now the Add-on does not. Very frustrating.
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What's on the roadmap for eSignatures?
Hi Community, We've been working on trying to automate our Quoting > eSignature > Invoicing process. Most recently, we had tried to do the first two using PandaDoc but it doesn't allow for the Pricing/Product table from an opportunity to pull through in a way we'd like. We realised yesterday that Sales Documents now allows…
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Enable "rotting deals" with insights
I would like to have a report option that shows "rotting deals" with insights so I can add this important metric into our holistic dashboards. Any plans on this?
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Deals of related organizations
Is there a way to see deal activity of daughter organisations aggregated with the parent and other daughters?