-
Smart Docs - Sign request Option
Currently it is not possible to send a document to fill out items (text fields) without requesting a signature which would be a useful function for sending clients a needs analysis form to complete.
-
Show Leads on Map
Our outside sales process involves personal visits to leads. However, there is no way to use the "nearby" mapping feature for leads. Mobile only has mapping available for Organization, People and Deals to map. This means that we will need to create a full org/person record for the hundreds or thousands of leads in our…
-
Set language of meeting planner invitations
Hi, We would like to set the language of the invitation according to the receipient in order to serve the customer more individually. At the moment he has to switch from the the preset language to his own. But I don't think that many customers will find this button.
-
Embedding Schedule
I'd like to see if we can get HTML so we can embed the schedule on our website. I'd also like to be able to REMOVE the person's name as that may not be who they end up meeting with. And if it's possible to remove the large pipedrive tag at the top (especially since this is linked to the scheduler info page on PD's…
-
Email Alias
Dear Pipedrive Team, it would be lovely to be able to send mails from pipedrive with alias adresses. I use mainly gmail but with an alias email adress. Unfortunately when sending from pipedrive, the mails don't exist in my gmail sent box (neither in the inbox). So unfortunately i can't use pipedrive, all my 10 year…
-
Support Role Based Sales Inbox such as sales@
We utilise a sales@ inbox to receive customer enquiries. It would be useful if this mailbox could be set up in Pipedrive as a central mailbox. Then any emails received are public and can be viewed by ANY Pipedrive user. Any user can set up as a lead/Deal and any user can reply via the sales@ email address. So users Sales…
-
Leads Feature, Add Files
It would be great to add files in the Leads Feature. We tend to find leads from data mining and link the PDF files to the project for proper tracking. Currently we can only do this in the Deals feature, which is forcing us to have "leads" in both areas.
-
CC on Bulk Email Option
would it be possible to add the feature of cc to bulk emails so that you can CC a coworker if needed on 20 emails being sent out?
-
Products filters
Hi, On a regular basis I would like to filter specific products in a deal. When you have say five products A,B,C and D. If I have two deals one with product D only, and one deal with product D&B. If I create a filter like" Product code is "D" it will filter out both deals also the one with product D&B. According the help…
-
Merging Products
Hi there. I think it would be great if it were possible to merge products. It is possible to merge deals, contacts, organizations etc. but not products. Please let me know if this can be made possible. Thanks
-
Allow creation of SEND FROM as email addresses using SMTP
The option to add email addressess that can be used as a "SEND FROM" email address by any users or defined by user group. These could be configured with a SMTP server (for instance we use Postmark). If we wanted an email to be sent as sales@ or team@ for instance and anyone can send using that email address. Also allow to…
-
Copying multiple deals at the same time
I just found out that it's impossible to copy multiple deals at the same time. This is really a bad limitation as sometimes it's necessary to put the same email in multiple deals. For example, with work with companies and often open multiple deals for the same company. If we need to put the same notification in all deals…
-
Email Signatures / Preferences
Hello, It would be great if you could have multiple email signatures and be able to link them to the corresponding email accounts. In addition, maybe mark a default account for a deal. I have different brands and we already have a field to mark the brand. Maybe that triggers an automation for a primary email, at least for…
-
Activity after email
The option exists to schedule a follow-up activity after a call. It would be nice if there was the ability to schedule a follow-up activity after sending an email .
-
duplicate emails for different clients
does anyone know how we create duplicate templates for different clients, so the headers and logos etc...are different but the content and merge fields remain the same?
-
email verification masquerading as 2FA
The email verification masquerading as 2FA is very inconvenient and relies on the customer to have access to their Pipedrive associated email account on the same device on which they are logging into Pipedrive. Competing applications are smarter and use Authenticator apps or push notifications. When will this be changed as…
-
Job Title
Job Title is an important field for us. I was able to add it as a custom field but there are numerous places where we need to see it including leads inbox, "people tab" of contacts, "people panel" of an organization, "participants panel" of a deal. Can we get the job title to appear in the participants panel of a deal and…
-
Drafts saved to client drafts
Starting a draft in pipedrive is lovely. But having that draft then saved to my Gmail drafts would be absolutely killer, currently I can't edit drafts created in Pipedrive which is a shame through my email client. Sometimes I gotta edit things a few times on the go before sending and not having it in drafts in my email…
-
Sent eMail automatically added in the planning
It would be nice if the mail sent would be added directly in the planning (not only on the contact).
-
Calendar integration with Apple Calendar or CalDAV
Hi there, There's really a need to sync the calendar with further providers other than Google and Microsoft. How come such a numerous amount of Apple users are able to sync directly the calendar? And the CalDAV protocol is quite extended. You're forcing us to use Google, who already knows too much about any of us. There's…
-
Enhance quality of Pipedrive Dock icon (macOS Sonoma)
In macOS Sonoma, Apple introduced a 'Add to Dock' feature for Safari. This enables users to add web applications to the dock. Very useful for Pipedrive users. Currently, the web icon isn't optimised for adding Pipedrive to the dock. Can the icon be updated for this?
-
Deal Source
I find it quite an oversight that Pipedrive has no default category for lead source. We have manually added this field to deals, but as a manual field it means we are unable to build a report on it for our dashboarding. Massive oversight for a company that is focussing around new facilities like web visitors and randomly…
-
Zoom Phone integration?
Zoom Phone seems to be gaining popularity, but it's not an option for us yet because it doesn't integrate with Pipedrive. Would love to see that integration available, since we're already heavy users of Zoom for video calls.
-
Company Financial Year setting
Hi - it would be really useful if, in settings" I could tell pipedrive when my financial year started and finished (which is not the same as the calendar year. Is this possible or on the list to be done?
-
Enable CC in group email.
I often want to send a group email and CC additional recipients for certain contacts (e.g. colleagues of that contact). However, there is currently no CC field in PD's group email function. Adding that feature would be helpful. A next-best option would be to allow a user to include multiple recipients in the group email…
-
Smart Docs - Request signature features
I would like that when a signature request document was sent that the sender could be notified by email each time that the document is opened. I really like that about Better Proposals. The notification in Better proposals also tells what type of device was used to view. PC, Mac, iPad, iPhone, etc. It would be very…
-
Gantt-Chart view for Projects
The introduction of Projects was a great add-on for Pipedrive. However, in order to further enhance the usage of Projects it would be great if a Gantt-Chart view of the respective projects could be introduced. Gantt-Chart view in this case means that all tasks and subtasks are shown on a timeline. Furthermore, it would be…
-
Email all Deal Participants?
Please tell me there is an easier way to email all the participants on a Deal? In my line of work, there is RARELY a time that I am only emailing one person. So I'm constantly adding half dozen people to the email list. Is there a way to click one button and email all the participants on a Deal?
-
Mention Contacts in Notes
It would be very helpfull if we could mention the Client's Contacts in the Notes, just like mentioning another Pipedrive's user.
-
When one deal becomes two. New feature to split activity?
I'm working on a deal, and over the course of several months a second opportunity emerges, with some overlapping people. The original deal is still in motion. I'd love it if there was a feature to select specific activities (that in retrospect, opened the door for the second deal) and move them to a new deal, but keep all…