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Merging Duplicates
The merging duplicates page has a couple of quirks that make it less functional for larger data sets. * The merged duplicates show up at the top of the list. This is fine for the one off duplication merging, but when something like a bad sync creates a large volume of dupes, after merging for a while, the engine appears to…
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Real-time notifications of website visitors in PD databaseMy understanding is that website visitor
My understanding is that website visitor notifications only happen on a weekly basis. It would be outstanding if there were real-time notifications (push on the app or email) for website visitors who are already entered as Contacts/Leads in our database. Progressive improvement would also be very appreciative. Meaning,…
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Automatic assignment for projects
It would be nice if you could use the features from Automatic assignment for projects. (assign to a member of a team for example).
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Please Enable The Ability to Indent With the Tab Key!!!
It is VERY irritating that we can no longer use the TAB key to indent bullets to the right!!! Having to click the "indent" icon in the editor to indent is a pain in the ass. Pipedrive used to be able to move/indent a bullet to the right by hitting the tab key! This capability was disabled months ago when you rolled out a…
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Link email threads usings workflow automation
Please can we have the ability to link email threads together using automation so that the reciever can see email the email chain as part of our campaign?
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Auto update status.pipedrive.com when there is a delay in webhook queue processing
Today my team experienced a delay in webhook events being delivered to our registered webhook endpoints, which we use to drive a custom integration with our own internal systems. Normally there's no issue with webhook events being delivered near real time, which is great, so when we experienced this delay that seemed to…
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Link emails manually from organisation/deal/person
Emails are still the issue in pipedrive. When you automatically sync your gmail, it happens, that they are sometimes assigned to the wrong person/organisation/deal - especially if you send emails with the same subject and add someone from your company as cc - pipedrive this consider as the same thread. It would be nice to…
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Required fields are not required
Hello, I made in Contact "required field", but it doesn't work. When I'm trying to make a new Lead, where I need to fill as well information about the Person/Contact, so it lets me go without writing down the "required fields". Thank you for your answer.
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Privacy checkbox for webforms with html-link
Hi there, in order to be save with GDPR and general privacy laws we need to add a checkbox with a link to our Privacy Policy before the send button in webforms. I tried several workarounds and talked to Pipedrive support, but it seems there is no legal solution at the moment to get an opt-in by the user and directly link…
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webhook: products in deal
Is it possible to add an additional type of webhook that will send the updated content of the products in the deal. I need to set up the transfer of information about products added to a deal to my system and I would not like to regularly poll the API endpoint GET /v1/deals/{id}/products
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Allow for a product in the deal to be used as a variable
Allow for a product in the deal to be used as a variable within automated email. Right now there is no way to send an email with the product list from a deal. The product list as a variable is allowed for a document template but not in here.
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Rotting as an automation trigger
Rotting is a feature that has so much potential. But so hard to use. Right now the only thing I can do with it is create a report of all deals that are rotting. I would love the ability to set up workflow based on when a deal starts to rot. As simple as: If the deal is starting to rot, then send a Slack message to the deal…
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ADD Taxes into the total amount of the deal
If I select a product with tax included in my products, the tax appears to be included, but the partial and total amount always remains the same! In this way, every single value of the deal will be wrong because the taxes are not correctly marked in the total. In this case the amounts of the products must necessarily be…
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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?
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show me the zip!!
Please show the zip code in the address field. It's a chore to search the same address in Google just for the zip code.
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Products Data in E-Mail
We have a customer who sends current prices of his products to dealers via e-mail. Unfortunately, you have failed to make the product data fields accessible in emails. Option 1: Show the products assigned to a deal Option 2: Search for a product and insert the data directly into the email.
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Toggle for HTML or Plain Text format on notes against deals. Or allow export for notes in HTML.
Pipedrive default is to have notes entered in HTML format. This allows for dot-points, weblinks, mailto links etc and is beneficial for some situations. In our situation it does not serve us, as when we export a report on activities for the team's reference, the formatting/links scramble and can make the entry unreadable.…
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Hover over email to have copy option
Hello, very simple UI/UX idea, could you please add the Copy button when we hover on an email? Or, have a copy button right next to every email. Would save time!
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Email thread make option to have newest on top
HI all, Can you make an option to toggle the email thread order, from oldest on top to newest on top please? Newest on top is more attractive to avoid scrolling. And I notice that in a deal an email threat is presented newest on top, where as in the email inbox an email thread is shown as oldest on top. I find that…
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More fields available for report building in Insights
I would appreciate the ability to have more fields available from Activities, Deals, and Products for report building. The limited options makes it extremely difficult for me to build the reports I need. Thanks.
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Uploading attached products to Deals
Not having the ability to upload attached products to (past) Deals is a real headache because it means we can't get any meaningful product sale data out of insights. We barely use the insights functionality because it's so limited but one report we do need is product (and product category) sales. With all of our previous…
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Increasing the calculated fields' capabilities
The calculated field "automation" is very useful when trying to streamline entries of leads that need some sort of basic calculation for multiple fields. However, I can assume that a lot of companies use far more intense calculations for certain fields, usually monetary ones. It is both very difficult to copy a formula…
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Feature request: Change the 'rotting days' setting of the pipeline to count ONLY WORKING DAYS (not n
At the moment, the pipeline counts weekends. Meaning if a deal is made on Mon 1st and doesn't move for 7 normal days, it will rot on Sunday 7th. However, it would make more sense for our business if it begins to rot on Tues 9th (7 working days vs 7 normal days).
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Report to display individual payment transaction value per month (not the total deal value)
Payments are a great new feature of Pipedrive! Now we can forecast revenue in a meaningful way for both subscription services and separate payments! Well done Pipedrive! For example I close to winning a deal, Deal A for $100,000 I could create a $50k payment for January and a $50k payment for March. I've another deal, Deal…
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Participants on emails?
I've been asked a few times about this and I'm not sure if there is a work around or not. When an email is created from within a deal, the participants need to be included in the email. This obviously comes with some dangers and if this was being developed as an enhancement I would be asking a question at the start of the…
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Filter on Payment Schedule
Is it possible to make a filter in Deals/List to only see deels that have a payment schedule?
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Product + Subscriptions
Why can't a subscription be a product? Or at least when I add the subscription it would be great to link it to a product I've created. This would save time in typing in the subscription name & details all the time.
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Time triggered automation
It would be very helpful if we could build automations in such a way that they are started by a specific day and/or time. (daily/weekly/every 1st of the month/etc.) Currently, automations are only started by a manual input. Which means you have to touch the deal, but automations built in the shelf to avoid that. You want…
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Unique Identifying Job Number for all new Deals and Projects
Hi all, my organisation has previously requested that Pipedrive add a section for job numbers. We assign a job number to every new client that follows them through our sales, installation and after care service. We're currently using an alternate software to create that job number but it would help us a lot if Pipedrive…
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Monthly Calendar View
Is there a way to allow users to see an entire month at one time? While I appreciate the desire to focus tasks and activities on a weekly basis, not providing users the capability to see further out on our calendars keeps us limited on planning and flow. Thanks!