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Suggestion: Checklist Feature for Deals
Hi All I'd love to suggest a Checklist feature for Deals. Similar to cards on Trello or Asana, I believe adding a customisable list of tick-off/strikethrough items to a deal, would allow us as users keep track of various administrative or key tasks that inevitably crop up when managing a deal through the pipeline. Eg. We…
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Folders for email templates
Suggest having a folder system for the email templates. For example: * I have 30-40 email templates * They deal with different types of scenarios in an ordered cadence * I have to change the names in order to currently group by the scenario (New customer: Email 1, New Customer: Email 2, etc...) * I have to scroll through a…
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Shared email addresses
There needs to be a feature where a user can have multiple simultaneous email address. These addresses should be able to be selected at the time of sending. The purpose would be to allow a user to have a private corporate email address and a corporate shared address (like Sales@company.com). Then an entire sales team could…
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Mention d'un utilisateur via les notes à partir d'un workflow
Bonjour, il serai tres apreciable d'avoir la possiblité de mentionner un utilisateur via les notes à partir d'un workflow. Sachant qu'il est possible de mentionner un utilisateur sur une fiche personne et qu'il est possible d'automatiser l'ajout d'une note via les workflow, comment mentionner un utilisateurs dans les notes…
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Dynamic links and images in email templates
We have several custom fields that we would like to use for dynamic links and images in email templates. If those features are not planned, are we allowed to at least do custom HTML and code ourselves?
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Add a leave (holiday) section for our staff so they aren't assigned activities during this time.
It would be nice to auto-assign activities to other members of our sales team when one of them is on leave. Maybe there could be a section in the auto-assignment where you can enter leave dates for your staff members so activities are scheduled around this. At the moment a call back to a lead could be up to 2 weeks late if…
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DARK MODE for Pipedrive?
I have a "crazy" idea: DARK MODE for Pipedrive??
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Scheduler activities - option to set default to 'Free' - to allow multiple booking
Our company carries out survey visits; clients can book an am or pm slot (between 1pm-5pm for example). However, Scheduler doesn't allow for multiple slots, so once the slot is taken, nobody else can book the same afternoon. It would be good to be able to set the scheduler appointments to Free or Busy, or have an option to…
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Automatically created folders in Google Drive for organisation for uploaded files
If you are creating a document with the new document creation feature, it creates automatically a folder in Google Drive of the organization within the general Pipedrive folder and saves the file in this folder. If you upload a file it will be synced to the general Pipedrive folder without the creation of a organisation…
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Uploaded files destination in Google drive
I use Pipedrive integration with Google Drive. Now all uploaded files for any deal are stored in one main folder regardless of deal or contact relation. This causes a chaos, when I work with file on local synced storage in my computer. Thousands files of different contacts and deals in one folder. this should have some…
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Showing customer number fields with commas
Is there a way to show a numerical custom field with commas? I often enter large numbers and they are hard to read without a comma. Thanks!
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pipedrive add-ins for outlook
Hi, I'm using MS Oulook on MAC and Windows, using a pipedrive add-ins for outlook to right click on a email to create automatically a contact or deal in pipedrive would save me a lot of time Vincent
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Custom fields for Projects - MISSING FEATURE
Hi, in the section „Where shown“, could you add similar options like for Deals? Especially the option to choose which Project Board it should be applied to? Having several project boards, each requiring multiple custom fields, makes it a bit messy when fields from all boards are shown in one project. Additonally, adding…
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Custom fields - ERROR - "Required" must be in "Add view"
Hi, when I check that some field is „Required“, eventhough it is required in the later stage of the sales process, it can`t be unchecked from the „Add view“. This makes the add view quiete messy with a long list of fields, which are not requiered at the moment of adding a new deal. Thanks for looking into it!
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Email templates (managing and building)
At the moment, the email templates are only accessible via the email composer. If we want to edit, or change any of the existing templates (as opposed to creating one) we are forced to compose and email, and access the templates menu, then opt to manage them. This highlights the very basic approach that has been taken to…
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ChatBot - PRODUCT FEEDBACK
Have you noticed that the Chatbot does not let customers to start the chat from the beginning or again once started? If you choose wrongly and want to go "back" or restart this not possible. BR, Noora
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Email template that use the Liquid Engine.
Hi there :) I really love Piepdrive, but the email templating is a bit weak. I really wish to have more flexibility and have fallback for custom fields if they are not set like in Close.com who uses the Liquid engine syntax : With those, maybe we can then hope to have email draft and / or direct sending via API... Have a…
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Feature Request: Create Categories for Email Templates
Would be very helpful for my Sales and Customer Service team to have separate email templates that they can access, without going through dozens of different email templates. A category field would work. Thanks!
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Ability to Duplicate and edit Email Templates
This may have already been raised, but it would be a huge timesaver to be able to duplicate and edit email templates. At the moment you have to copy and paste text then manually recreate all the inserted fields.
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Duplicate email templates
I'd love to be able to duplicate email templates. Often I have a number of templates which are very similar but worded a bit differently for different purposes / lead types etc. Currently I have to copy and paste the whole thing into a new one... to be able to quickly duplicate a template would be amazing.
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Having pipelines in different currency
Sometimes there are products that are sold in different currency, and for that each time I add a new deal would be great to have the specific currency in that pipeline. At this moment you have to change manually each time the currency.
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Prefill Name and Email in Meeting Scheduler
I'm currently using Calendly to send out meeting invitations. In Calendly I'm able to pre-define the Name and Email of the person I'm inviting, so they don't need to spend time on this. I wanted to switch to use the Pipedrive Scheduler for sending invites, however as I understand it, either the invitee or I have to manully…
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Folders for Email Templates
With my business, we utilize email templates for different stages of a sale and I think adding folders would be an easier way to organize the different templates, rather than just having them listed like it currently is. Does anyone know if it this possible to create folders for email templates?
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Product Categories for Reporting
I need to be able to report using product categories but am unable to do so. When will this be available?
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Calendar sync and meeting bookings
I just moved over from Calendly to Pipedrive meeting booking and noticed a few issues. My account: It would be nice to select multiple calendars for Pipdrive to check availability on. Our company has a meetings calendar but also a vacation calendar. It would be nice to create a group meeting link type with a sales person…
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Improving Calendar Sync & Activities
There really needs to be a way to exclude/hide internal meetings from the activities/calendar sync. Also to merge activities that multiple users are attending. For example, if a member of our Customer Success team & a member of our Sales team join the same meeting, it currently creates two different activities; I would…
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Grouping Of Fields
I'd like to suggest a missing feature, that I'm sure many like myself, deem critical in the long term. We need to be able to group custom data fields. There is zero point in a CRM that isn't able to effectively store data as needed, and a list of 50 custom fields in a bar on the side, with no grouping just doesn't make…
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Our own logo and link in the scheduler page?
There is a very cool tool which i want to start using, it is the scheduler tool. Really nice that customers can plan their own appointment in my calendar. No more e-mailing back and forth to find a free spot. BUT the scheduling page has the Pipedrive logo and (underneath) the link. It would be nice if our company logo and…
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Support for meeting invitations in ICS format in Pipedrive mail?!
As web meetings are becoming more common in times like these, it is very annoying to not be able to see the date, time or be able to accept, decline in Pipedrive mail!
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Add org deal link into the deal view
We often need to look at all deals for an organisation. This is currently accessed from the Orgnisation view. However we are always in the deal view, and it would be really useful to be able to view all org deals from within a deal.