-
Projects & Zapier
As Projects becomes more robust and we utilize more, this would save us even more time!
-
Projects improvement
Hello, I have a few ideas for improving the projects section. - it would be nice to be able to set up automations in a project, like sending an e-mail automatically when an activity is clicked on. - update the API so that MAKE or ZAPIER can be used in the projects section - Develop the projects section on the IOS…
-
Adding an email custom field type
Hello, I would like to suggest adding an email custom field type to the field type options of both contact and deal custom fields. This would allow us to store additional contact or deal email addresses other than the default pipedrive ones. This would also allow us to use those additional email addresses to send automated…
-
Automating a DRAFT email using email template in Workflow automation
I'd like the functionality of setting up a workflow automation for the creation of draft emails from email templates please. The use case is contacting my mortgage clients where I'm following up with them in two or three years time when they need to refinance their current deal. I may want to add something to the email to…
-
Admin users first in new feature rollouts
If possible, for future rollouts, could Admin users take priority over general users? This would allow for Admins to set up or test any new features prior to the entire company and train users once the rollout is complete.
-
Email autocomplete should recognize more email addresses
I find that autocomplete doesn't recognize email addresses to which I have sent and received many emails, presumably because they're not in my address book or explicitly saved in some other way. It would be great if Pipedrive could recognize and autocomplete any email address that has previously been seen in your inbox.
-
Merged: one person for multiple companies
This discussion has been merged.
-
Easy way to see the extra comment on a lost deal.
When you lose a deal, you can mark it as lost and add a reason. You also can add an extra comment. You can easily find an overview of all the reason of your lost deals in your insights on Pipedrive, however, finding the extra comments of your lost deals is not possible here. The solution is simple, adding the extra…
-
Feature Request: Manual adjust "time in stage"
Occasionally when adding new (or older) deals, changing deal stages or moving stages between pipelines (and deleting old pipeline), time in stage is either not represented accurately, or can be missing completely. This of course affects accuracy of data and reporting. I think its important to be able to adjust the "time in…
-
Filter Opened Emails
It would be really nice to be able to filter by emails that have been opened by recipients and then be able to do bulk follow ups to those specific people. Anyone else see this as something that could save a lot of time?
-
[FR] Retour d'expérience sur la nouvelle barre de gauche des offres
Bonjour, Il s'agit d'un retour d'expérience sur la nouvelle barre de gauche des offres (deal). Depuis la dernière mise à jour, le nouveau système proposé constitue une dégradation de l'expérience utilisateur et conduit à des pertes de temps importantes au quotidien. - la navigation au clavier a disparue et oblige à tout…
-
multiple org linked to contact
Hey, for our business (accounting) it is a must to have several org linked to one contact , and that the contact can have different roles depending on org.
-
Set a default font other than Arial for emails?
I'd like to set Georgia as my default font instead of having to change fonts every time I write an email.
-
Am I the only one who would like to be able to link multiple contacts to one deal or project?
I was surprised to learn that this feature is not available. It seems fundamental. Am I alone?
-
Invoice Integration - Creating Recurring Invoices (Quickbooks PipeDrive Integration)
Hey there, I want to emphasize a critical feature request that needs implementing. We need recurring invoicing integration ASAP with the Quickbooks PipDrive integration! Here's why it's absolutely necessary: Current invoice integration is useless for larger businesses: Currently, we can't set up recurring invoices through…
-
automations: sending e-mails during office hours.
Hello guys, Don't you think it would be very usefull if we could send emails from automations only in office hours. People don't like receiving emails from bots. Sending automatic e-mails during office hours would give the impression that the e-mail was sent by a human, which may encourage a potential customer to respond.…
-
Unlink single email not whole thread
Sometimes customers send new orders by using the Reply function and then they're editing the subject field. This causes that such email is being assigned to an old thread/deal and we're unable to unlink this single message from this old deal, because it's only possible to unlink a whole thread... Would be great to have an…
-
Product price without VAT - missing option
Hi, We made a huge transformation in our quoting process, thank you Pipedrive for the boost! :) This week we went Live with the quoting generation directly from Sales Documents, based on the information added in the deal products. We have one marketing issue... Customers now only see the unit price with VAT and because…
-
Collapse or Minimize Bulk edit screen
It is a nuisance to have the Bulk edit Pop up screen block a big portion of Pipeline Contact list. It is hard to believe it's not something we can minimize or collapse so it's not in way of selecting who to send info or bulk edit. It seems to be a simple fix with just setting parameters for the pop up screen. If you find…
-
Dynamic sent from email address
A field should be made available where users can set the "sent from" email address during the setup of an email template. Particularly when the email template is part of a workflow automation - the email must be sent, for example, from the deal owners email address. It seems counter intuitive to have to create duplicate…
-
[Feature request] Additional fields in Email templates and Workflow automation Send email action
Hello, it would be great to have a few additional fields for inserting in email templates. For the start: * The ID of the Deal - could be for example used in the subject line of an e-mail; * The URL (link) to the deal - so it can be inserted as a link. There are already a lot more (than in Email templates) fields available…
-
[Feature Request] More fields available in e-mail templates
The email templates feature is missing many important fields and could be extended. For example: Deal ID - i would like to add the deal ID in the email Subject (for example) or use it in a link (see next suggestion). By saying Deal ID I'm talking about the number at the end of https://contoso.pipedrive.com/deal/428 Other…
-
Files Within A Deal - IMPROVEMENT NEEDED
This is a topic I see across numerous discussions and regarded in a few idea submissions but seems like no progress or solution had been created within the Pipedrive System. The organization of files within a deal is severely lacking. Selection to only view files includes every single email that has an attachment which is…
-
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
-
Ability to change the owner of all assets belonging to one user at once
Upon trying to deactivate a user, you are presented with a summary of what they own (how many deals, activities, etc). Unfortunately, there is no easy way to reassign them, and using filters to find matching numbers of at least activities proves very difficult. I request that the functionality be added to easily reassign…
-
Email Threading with Automations
I posted this somewhere else and a lot of people agreed that they need this feature. Please create a feature to do email threading through automations. For example, I should be able to create an automation to do a follow up email in the same email thread on a delay. Unfortunately, I will need to look at outside tools since…
-
Ability/Authority to Unlink & Link Emails by Administrators
The biggest bug I have experienced with Pipedrive is the auto-linking of emails to incorrect Deals. I fully understand why and how Pipedrive links emails to Deals, and why and how it might accidentally link an email to the wrong Deal (which happens a lot for me!). The big issue is the ability/authority to Unlink an email…
-
iCal calendar support.
We use iCal to host our calendars. Supporting that would be awesome
-
Merged: @Tagging on an Activity
This discussion has been merged.
-
Make Focus & History View Optional
Hi Really love Pipedrive overall but not a fan of the new “Focus” and “History” view. I appreciate that some people might want this but the fact it is mandatory isn’t welcome. Please provide an option to turn this off.