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Gantt Chart View & Client Maintenance Option
Hi, is there any chance that a Gantt Chart view or similar long term project planning visualisation tool will be available soon. Currently, to get that feature I would have to use Asana which, as Pipedrive Projects and Asana have overlapping features would mean that I would rather not use Pipedrive Projects and simply link…
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Workflow Automations: Specify Different Email Sender
At present, email actions run through workflow automations exclusively send from the linked email account of the automation owner; this limits the capability to leverage automatic emails to leads and prospects, since Pipedrive administrators generally manage these automations, and would not be the desired contact for…
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Sending campaigns to multiple filters at the same
Hi, I think it would be great if it could be possible to send campaigns to multiple filters at the same time. I think it will be useful for many users. Let me know if it could be useful for other users too. Simone
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Cold email outreach via pipedrive
Hi Pipedrive Community, I dont want to spend extra on email outreach tools such as yesware or mailshake. Will pipedrive soon have a "cold email outreach sequence" capability, where email outreach is scheduled? This feature is built in on other CRM like Contactually. Here's a sample cold email outreach sequence I would like…
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Web version of sent campaigns
Hi folks, I would definitely like Pipedrive to make a web version available of every sent campaign so I can share a URL to that specific campaign once the campaign is sent. Please upvote this idea if you agree.
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Permission for non-admin-users to edit email templates
Please add an optional permission to non-admin user groups to enable them to edit shared email templates. We are working with many templates throughout the team and only the admin users can change them. The other users can only edit the templates they own. Unfortunately, there is no option in the user groups permissions to…
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Geração de números de proposta
Poderia ter uma função (formula ou outro) para geração sequenciais ou aleatórias de proposta e/ou contrato, principalmente para aqueles usuários que utilizam o Smartdocs
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Usuario Convidado
Hoje tenho assistentes somente para fazer proposta e enviar ao cliente. O Pipedrive poderia ter a opção de usuário convidado, com acesso restrito, para tal tarefa pois não justifica pagar o valor do plano profissional somente para essa tarefa ou funcionalidade.
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New mandatory field in Web Forms
Hi, today it is possible to ask for Consent in Pipedrive web forms and that puts Marketing Status as Subscribed. But if the form is "Signing up for newsletter" the person can still choose not to mark the checkbox for consent and then we cant send the Campaign newsletter even if the person requested it. Therefor I want a…
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Undo Send for Email
Hi, Do you have any plans for an "undo send" feature in Pipedrive? Like Gmail, this would give you the option to prevent an email from going out for 10~30s after hitting send. As I'm using Pipedrive more to email clients and prospective clients, it would be really helpful for those mistakes spotted just after hitting the…
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It would be very useful to be able to link emails to organizations. Anyone else agree? Why can we on
It would be very useful to be able to link emails to organizations. Anyone else agree? Why can we only link emails to deals and people?
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Automation cannot read/write Date Range fields
I realized that Workflow Automations cannot access Date Range fields. They are just not visible when selecting the fields to update, e.g., on a deal. This is really annoying, because it means I cannot set the license period for our auto-generated license-renewal deals and have to rely on everyone to remember to do this…
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Multiple Calendar problems!
Hi All, I know this has been covered before but I thought I'd bring it up again in the hopes of it making its way into production some time soon! Pipedrive has the ability to see multiple calendars when choosing a calendar to integrate it's activities/schedules/proposed times etc. The problem being is that it won't SYNC…
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Adding months to the Automation for lost deals
Please add months to the automation for lost deals. At the moment I only can send a mail for 90 days after a deal is lost. It would be great upgrade this to 6 months. This more realistic in B2B cases.
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View Only Members / Permission
Would be great to have users with only a permission to view details, not add or edit any field on contacts.
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Comparing data over previous periods of time
Hello, While I used to enjoy more the previous report system, I'm adapting to the insights system. But the missing compare to previous period feature is killing me. For me it's a basic sales analysis. I would like to be able to add another axis to my charts to compare to previous periods (last 6 months or same period last…
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Make deal card customization universal for all users
We LOVE the new deal card customization. It would be great if there were an Admin option to configure the deal card to be the same for all users (versus each user setting it up themselves). We use the pipeline stage view to run a daily scrum with all our users logged in remotely so it would be better if we are all looking…
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Contact Cards for referrals
I very often need to refer trades, consultants, and professionals to others. To do this currently I need to copy and paste everything from Pipedrive contacts into the email (name, phone number, email, business name, etc...) It would be very handy if each contact could have a card that we could forward to the client with a…
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Bulk Change Custom Field Properties
Pipedrive has just launced new features for visibility of custom fields within a Pipeline. However, you currently need to manually change each and everyone to update the settings. This is the same for all the settings on custom fields. Please update to allow for bulk change of custom field properties.
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Be able to see the Sender/Receiver email in the new view
In the new Pipedrive Deal page, you can not see which unique email address was used to send you an email or who you sent the email too. You can only see the Contact profile info not the exact email used. In the Pipedrive Contact page, there is a drop-down tab that allows you to see the above. In the old view, this…
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Inactivate Email Automation:
When sending out bulk emails (or one by one, for that matter), it seems there should be an easy way for Pipedrive to know when bouncebacks come in, and to be able to update a contact's email to reflect that A: they are out of office, or B: it's undeliverable permanently, especially if they don't work there anymore. Anyone…
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Email filter by contacts
Hi I am sure this used to be a feature that we have used in the past however looking now it appears to have disappeared. Support also says it is not a feature. I suggest it is re instigated please. Of course if anyone knows it is and how to access please let us know. Thanks.
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Archiving Deals
We have a need to archive deals so that they are still accessible but do not want to win or lose them because we have Insights and Goals set up that would skew the data.
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iPhone App Usage
My team and I rely heavily on the app. It has been amazing for us since we started using it. A few things to add that would be helpful. the ability to change the name of a photo or document from the APp. sharing or adding photos/documents straight to the app
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Trigger automations on Tasks completed in Projects and Zapier Integration
It would be great to be able to trigger an automation on a task and/or subtask being completed inside Projects Module. Also, it would be great to have Zapier integrations for Projects.
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Who´s connected in real time
Hi! it would be amazing if there´s a way to see in real time who of your team are connected in real time. (with it, we can asign tasks, new deals and projects in real time, and get better the customer experience.
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Provide API Endpoints for the Add-on "Website Visitors"
Hi there! First of all, we just started using Pipedrive and we Luv it <3. It would be awesome to have some endpoints in the Pipedrive API which provide the related data from the add-on "Website Visitors". Great data to get would be: Company Names of the website visitors Page-URLs they visited Visit-Timestamp per each URL…
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Merge Duplicates Functionality Proposed Improvement
New to the Pipedrive Community and found a proposed functionality improvement that the team here at TurnSignl would greatly value. Two things could be added to the 'Merge Duplicates' functionality that could great improve user experience. 1) Adding a 'Merge All' button 2) Allowing users to customize the fields that are…
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Duplication Rule on Email is Broken
The default duplication rule on contacts (name + any of primary email, phone number or organization) does not really work for us, since we regularly update contacts from their submissions of registration forms. And people misspell their names surprisingly often. They rarely misspell their email addresses though, because…
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Emails sent to clients as a report
As a report I believe emails sent is useless as it incorporates internal emails however, emails sent to clients (i.e. any email sent from an account holder to any email in pipedrive) would allow us to evaluate output of our sales team and give us a performance metric of value.