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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!
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Notes in pipedrive need auto-save
I'm summarising here a long discussion with customer success. If pipedrive automatically saved the notes I am taking on-the-fly I could trust it a lot better with my crucial business contacts. I am a heavy user of Notes in pipedrive mobile and desktop to memorize information I hear during activities such as a meeting a…
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Create automatic activities in relation to once created
I want to be able to set an activity for a meeting and have pipedrive automatically create a second activity following the first one for admin time. Automations currently don't allow this to work.
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About World Map
Hello, We work currently 45 countries all around the world. I would like to see this countries on world map. Also ı can understand which countries are empty to work or not. Is there any chance to add world map to Pipedrive ?
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Filter by "following"
I asked about this in the chat, and they sent me here to make the suggestion. I can see that it is a topic beeing asked for several times over several years... Why on earth isn't the only way to "share" deals without beeing drowned in information from the whole team/company an option that is beeing prioritized? We have…
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Automation Frequency Limit should match API Rate Limit
I'm using the API to post deals to Pipedrive; I've tuned my queue concurrency so it's below API rate limit. This is working great. But then I found that Automations have a lower rate limit and some of my automations are "stopped due to frequency limits". My automations are very simple, just business rules (if deal title…
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Projects needs a tighter integration into the Pipedrive
Projects working fairly well, but would like to see a tighter integration into the core Pipedrive. For example: When you mark a deal as won and create a project using a template, the deal is linked to the project. However, the deal does not make it down to an activity that is created as part of the project. Nor can the…
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Web forms design
Hi team, I don´t know if someone posted about this, I don't understand why it is not possible to do. In the webforms design space, should be possible to move the boxes up or down when you forget or need to add a new box. Normally new ideas or needs comes during the design process. Right now once you create the box you…
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Adding multiple Contacts/People to a Lead
Seems like you can only have one person on a lead. Would be nice to be able to have multiple contacts, as we keep opportunities in Lead status until we have a shot at it (at which point we convert to a deal). But, up until that point, we may discover multiple organization contacts (and organizations!)
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Auto fill fields from an activity date and time
To help with streamlining processes I want to see Pipedrive implement an autofill feature. When an activity is created whether manually or from an automation. I want it to be able to fill out specific fields i.e. date and time. pulling the data from the activity. Then we can send out auto generated email such as…
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Feedback and Suggestions: Edit Pipedrive Data Fields Quality Rules
It would be helpfull the possibility to edit the quality rules on deals data field, when we would like to turn on as required in different sales funnel and also in different stages. It would help Sales team to pain attention in important data information to support management analysis. The options are available but we…
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Adding Products to Leads (so that it aligns with Deals better!)
It is currently not possible to add Products to Leads, which seems strange to me as Leads become Deals and Products are integral in Deals. For our company, when we identify a possible "Lead" or opportunity, it is identifying somebody who might be interested to buy a Product, so having the Product connected to the Lead is…
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Could we have more colors for labels?
We feel pretty limited with the few colors :)
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Multi-language forms & chat
Hello! It would be nice if the website is available for users in different countries to be able to use web-forms and chat in different languages as well. These should recognise the language of the person using it to show them the fields according to their language preference.
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beeing able to Cc other users
You should never create a contact (person) of yourself or other users or colleagues. This would cause dangerous situations because of the email sync. But this is not the topic of this suggestion. I would still like to Cc other users in emails without typing the entire email address. Other users should automatically be…
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Modify the colors of lost deals in the sales funnel to light red for better visualization
Tip: Modify the colors of lost deals in the sales funnel to light red for better visualization (just as earned deals are visible through light green)? I really believe it would make it much easier to visualize the deals in a sales funnel.
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Batch Merge
When in the merge records section and there are many groups of suggested merge records allow to select each grouping and then merge all the groupings in a batch rather than going through each grouping and hitting the merge button each time.
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Capital letter in CUSTOM FIELDS
Hi PD developer team, would be nice to have an option to define text fields (not drop down or multiple option) to be save with Capital Letter, you can write "demotest" or "DeMOtESt" or whatever you want, at the end should show "DEMOTEST". Many users write person or company names as they want and databases are a totally…
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Linking multiple Organizations to a Deal
Hej, we are operating a 2-sided matchmaking business model and would require linking 2 different organizations to 1 deal. There could be a primary and a secondary organization. However, making this possible in anyway would be a great booster to businesses that operate a multi-sided platform. Thanks for your feedback!…
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Share Email Campaign Overview
Hi there, I have spoken with support team already, this feature is not yet availbale. Wouldn't it be great to share the Email Campaign 'Overview' via PDF or PNG? Not everyone on our team (external marketing team) uses Pipedrive and I would like to share the results of an email campaign with them. The Overview has all the…
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Goal by product
Here at my company, we work with products. It would be great if we could set goals for each product to be monitored by our managers
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Required Fields at unique Stages for Organizations
Our Landscape company uses custom fields in the Organization to populate billing information once a job is awarded. At the WON stage is when we would populate those fields. Currently there is no option to set required fields within an organization other than at the time of setting up the organization. We use Pipedrive's…