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Automatic generated number for new offers?
Is it possible to assign a quote number by default?
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Required fields when moving deal to new stage
Do anyone else experience getting this pop-up message when they move a deal to a new stage despite the required fields being filled out already? Is this a bug? I get the point of the pop-up when there are required fields you actually must fill out to move to the next stage, and appreciate that you can fill them out then…
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when an email is not delivered
When an email is not delivered, the second part of the email is converted from a text to a file. This makes it impossible to see in the Pipedrive email inbox to whom this email was sent. It would be great if the email format remains the same even if an email is not delivered. --- deutsch --- Wenn eine E-Mail nicht…
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Subscription values as a Data Field
Hey! I was wondering if it was possible to add a data field to the deal view for subscriptions?
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Mobile App - Handwriting support
It would be so fantastic to be able to take handwritten notes on the ipad. This was you could have all of your notes in one place. Handwritting notes with a stylus is much less intrusive than typing on a keyboard in front of a client. Scribble from ipad also isn't what I'm looking for. More like apple notes or onenote
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Offer amended details in the activities section
I use the Pipedrive meeting scheduler for my teleappointer who fills out the appointment to populate my scheduled meetings. However currently as there is no option to book an appointment in the scheduler without an email address he has been putting his own one, this is causing further issues in linking multiple meetings…
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Details fields in deals
Hello everyone! It would be very helpful if we could create/have different Details fileds in different pipeline.
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Google calendar tasks/reminders to PD specific activities
Hello, I would like to have the type of activity in Google calendar, match with activities in PD. For instance: When I create a reminder or task in Google calendar, this doesn't register in PD. These Google calendar entries would match well with the Task activity in PD. Thanks :)
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Feedback and Suggestions
Allow for bulk edit "Next Activity Date" within "Leads"
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Apply Multiple Tags to Contacts
It would be SO helpful to be able to apply multiple tags to a contact person. We use labels where possible, but being able to apply multiple keywords that relate to the lead would be amazing, and then filter contacts by those tags. PLEASE! This would be a total game changer for our day-to-day operations.
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Conditional/dependent fields and values
Hi, It would be great if Pipedrive allowed conditional/dependent fields and values. Is there a plan to develop such features? 1st e.g. There are two single-option fields and the available values in the second field would depend on the selection in the first field. 2nd e.g. There is a single-option field and if specific…
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Dropbox on SmartDocs
Smart Docs - Please add Dropbox to the choices for connection. It's all we use in our company and we would love the SmartDocs feature. Thanks!
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Mail feature request
The following would in my opinion accelerate the mail workflow considerably: * schedule follow-up activities, while compiling a mail * pin important mails (e.g. offer to a customer) to the top of the feed or mark/label * full screen mail editor
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Can you please remove the Pipedrive fields column on the right hand side of the Documents Edit scree
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Flag important email
Hello Pipedrive ! Could you pls add an option to flag and filter important emails in the Pipedrive mail box ? Cheers Q
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Add "Accepted Scheduler Events" to Deals for Workflow Automation
We would like to automate "accepted" scheduler events so they can be utilized by Workflow Automation. Currently, when a scheduler invite is accepted, nothing is logged within the deal, so we are not able to utilize Workflow Automation to do anything specific to the deal...such as move to the next stage. Really weird you…
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make it mandatory, when activity is completed to have to create another activity
When a user completes an activity, a new window pops up for you to schedule an activity. Right now, the user has the ability create a new activity and save or the choice to cancel. It would be helpful as an option to make the new activity and save mandatory.
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Merged: Set default font for emails
This discussion has been merged.
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Mapa "perto" no App para smartphone
Olá. Quando estou usando o APP Pipedrive > ... mais > Perto (mapa) vou no FILTRO e posso selecionar "Endereço", ou "Endereço de visitas" ou um ou outro eu gostaria de selecionar "ambos" mas o App não permite. Por estar na região é conveniente que apareça ambos, caso seja do meu interesse.
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Report on People
Hey, it would be great to start seeing reporting on People in Pipedrive In some cases data is held against the person as it suits better to be captured there instead of a Lead or Deal. Thank you & apologies if there have been many posts like this before!
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AVOIDING LOOKING LIKE A PHISH - Dynamic URLs, for form pre-population - FEATURE REQUEST
Pipedrive really needs to have dynamic URLs, pulling CRM fields to allow online forms to be pre-populated. The feature is currently provided natively in other CRMs, notably Zoho. e.g. www.googleforms/formName/[JOB.NUMBER]&[CLIENT.EMAIL]&.com This avoids the form looking like a phishing email and can present a cleaner email…
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Hide custom fields in Detailed View of Organisation
When I configure a custom field I want to have an option to hide it from the Detailed View and only to be visible in List View, like the different address fields in the Organisation. It is valid for Organisation, Deals and Contact. Some values are only for automation triggers and so on and don't add any value for the owner…
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API seems to ignore owner_id and always adds API user as follower to new people and organisations
I've found that when creating a person or organisation through the API, setting the owner_id field doesn't seem to have any effect on the follower that's automatically added. Even though the actual owner is correctly set when I retrieve the person or organisation, the follower is still always set to the API user. I think…
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As an owner of a company and the primary admin - I should be able to control the email sharing setti
As an owner of a company and the primary admin - I should be able to control the email sharing settings of my employees. For example - I should be able to ensure they are shared and do not have the ability to make their email sharing settings private as it is with my company's domain. If you are an owner of a company, do…
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Insights Reprort Visabilty
Apreciate if any body help find solution to limt the Visabilty of reports and insights betwen diffrent teams and mangers I have setup the teams and Visabilty groups and it is working great in leads and deals pipline , But in reports cant mange the visabilty between diffrent teams , only can mange even to see the whole…
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List leads on a Person / Organization profile
Leads are painfully hidden. When I go to a person or organization, just like Deals, I should see a list of leads.
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"Rotting" Deals
We'd love the ability to customize the terminology for deals that are "Rotting". Having the ability to customize that phrase to match company culture would be a neat feature.
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Deals correlated with products report
Hi All, I found that there is no way to see products list in deals list view, I can add number of products only. So I can't analyze convertion rates for deals with specific product or group of products, I don't know which products do I have in pipeline etc. I have to check one by one what is not an option when we have many…
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Expand insights reporting to include cost metrics
Would it not be possible - and make sense - to expand on the capabilities within Insights, so that the cost metrics (cost per unit and direct costs) form part of the reporting? For instance, I would be fantastic to see a gross margin report that clearly shows what is earned on each deal and/or product sold. As we spend…
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Add company name to calendar entry for scheduled meetings via "proposed times"
When a customer/lead books a meeting with us via our personal scheduler links this meeting will be displayed in our shared Sales Calendar. Unfortunately we cannot change the title of this event in our calendar. It is always displayed like this: Konstanze Bayer / Franziska Schippel - Chatbot Info Call Name of customer /…