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Allow linking of a single activity to multiple deals
It would be great to have the option to link multiple deals to the same, single activity. For example if you had a meeting scheduled with one contact to discuss multiple deals, it would be great to link everything rather that creating multiple duplicate activities etc. Example of activity creation screen
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Pipedrive calculating total value, total cost, neat margin of a deal in the "add product" input wind
Whenever we win a deal we are interested in the total value of it and we do this by adding the products to the deal. At the same time we need to keep track of the cost of those products for us, so we can calculate our neat margin on the deal. We'd love to be able to not only add the "cost" field to products, which of…
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Merged: Bi directional email archive sync
This discussion has been merged.
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Would love to see who has or who has not e-signed yet in a list somewhere
This is what DocuSign and all the other e-signings offerings do. List for you so that you can follow up. Hiding it away inside of a deal's details add no value, and isn't in the spirit of doing e-signing as a workflow optimisation.
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Box.com Support
Do you have any plans to integrate Box.com cloud storage as an option alongside Google Drive and Microsoft OneDrive? We use Box for all our company files.
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Navigation button to go to next deal in pipeline from previous deal?
Hi it would be great to have a navigation arrow in a deal to go to the next deal in the pipeline instead of having to go back to the pipeline and click on the next deal.
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Leads - How to add to existing contacts?
Hi, I would like to use the Leads functionality to record potential leads with customers. Early conversation prior to something being a deal. When I create a deal, there doesn't seem to be a connection to any of the contacts or organizations in Pipedrive already. Any way around that?
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Filter conditions "contains" "starts with" "does not start with" "does not contain" for field type "
Hi, Please add filter condition "contains" "starts with" "does not start with" "does not contain" for field type "Single option" I have a large number of textual options in such a single option field, to control data quality. And want to filter based on it for setting up an automation rule. Unable to do so as these options…
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Linking products to organizations
Hi there, Firstly let me saying having played around with Dynamics365. Salesforce, and Hubspot, Pipedrive is **chef's kiss**. So kudos on making a fantastic product that gets to the point without all of the learning debt, while still keeping it incredibly feature-rich. My question is, is anyone using Pipedrive to drive any…
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Multiple Tags for Organisations.
Please finally make it possible to give an organisation multiple tags. It also works for leads and deals. It is a small thing that would offer real added value for us and many others.
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Custom fields - Monetary / Multicurrency
Hi The Custom fields enhancement is something I've been waiting for, great Job Pipedrive team, however the monetary field for organizations working on multiple currencies should be improved. Right now, only the base currency appears, even when the deal is in a different currency. Definitely, this would have to be improved.
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Team Planning for the meeting planner
I would love to be able to use the meeting planner for teams too. Calendly has the missing functions. 2 perspectives: 1) send a link which offers a slot as soon as ONE sales rep is available. 2) send a link which offers a slot when ALL defined colleages are available. Besides that from customer perspective: Beeing able to…
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change standard lettertyp in emails
possibility to set another lettertype standard in my emails. Now is always gets back to Arial and I want to use Georgia as a standard.
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Snippets + Fields
I saw this posted as a question a month or so ago. I used to be a HubSpot user. One of the features that I really liked was Snippets. Snippets function exactly like Templates except for a couple of differences: * Though not necessary, you can associate shortcodes with Snippets. So, if I have a blurb that I include in some…
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Team Email Distribution
Hi, We need an email disctribution option for automations to be able to select a team as a group and those members receive the communication. Currently not an option. Dax
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BOUCLER LES AUTOMATISATIONS
ca serait sympa de pouvoir boucler les automatisations si la condition n'est pas celle attendue. Pas exemple : 1/ envoie d'un mail 2/ délai 3/1 mail 1 à reçu un retour : Faux alors retour à 2/ délai 3/2 mail 1 à reçu un retour : Vrai alors 4/ mise à jour de l'affaire changement d'étape
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Merged: 1 condition = plusieurs actions
This discussion has been merged.
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LinkedIn (Sales Navigatori?)
At the moment "smart data search" is scraping for LinkedIn profile (and gmail data), right? It might be a great option to create a deep integration with LinkedIn Sales Navigator: for example to import lead information from LK to PD, update PD with information on the lead selected on LK, sync lead activity from LK -> PD…
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Merged: Editing automations
This discussion has been merged.
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Xero Quotes
Dear, Now that the API Quotes in Xero is ready ( https://developer.xero.com/documentation/api/quotes ), can we create quotes from PipeDrive so this ones can be saved in Xero as a quote and not as a draft invoice? This will be a great feature for all the users that works with Xero and PipeDrive. Can I vote for this feature…
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Insights
We need Insights to show filters on Persons and Organizations. Multiple reasons why. A few are: It's a measurable for staff that they are actively adding new Organizations and People. Allow to see how staff are performing as a group. Data Checking... I could go on and on. Mark
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Add button for Date/Time in Activity Notes
Could you please add a button for Date/Time in the Note field for activities? Often you call ord do a task and need to log what you have done or agreed, because the task is not yet completed. It would be awesome if you could click on a button and e.g. select Date, Time or Date & Time to be inserted. Like e.g.: 20/04/23:…
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Deal comments preview looks UGLY after redesign
I always get a little nervous when companies 'tinkle' with the looks and design of a platform. Take a look at this before and after screenshot of a Pipedrive Deal comment feed. Now the comments feed is no longer easy to skim-read down, as all of the text formatting is disregarded in the preview. It looks a mess. How is…
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Checkbox list on web forms to not be limited to 4 answers
The way the forms work currently when selecting a multiple choice custom field is that if more than 4, it becomes a list you select from. This wouldn't be an issue if you could from this list just select one, however for some reason this then allows you to select various answers, which makes it really hard and fidgety (for…
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Transfer labels from leads to deals
Hi all, It would be great if we could transfer labels from leads to deals. This way every time you assign a specific label to a lead, that label would then stick to deal coming from the lead, which can be pretty useful, especially if you want to keep track of the lead funnel: where it came from, and what type of deal it…
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Related Organizations Improvement
I'm using the Related Organizations feature to build out a complex organizational structure (20+ components). It's not very workable for large structures, with 10+ s load times for each org search and common hanging issues. A few ideas: Filter currently selected Related Organizations from the queryset Multi-select…
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Client Caching
I have a company with <5,000 entries (contact + org + deal). The tables constantly reload on scroll, and I've found it easier to export + re-import to do bulk edits. A front-end cache would improve common-case user experience. Guard rails on the max size would fall back to current usage for large-database users.
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Merged: Adding multiple Contacts/People to a Task
This discussion has been merged.
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Mail Search for Contacts, Organizations, and Deals
When I have a contact, organization, or deal open, I would like to be able to conduct a search but only for those emails that are currently assigned/linked to that deal. I can filter on all emails for that deal, but some of my deals have a LOT of emails and I want to just search them for key words/text.
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Pinning notes straight away and bulk editing tasks within a deal
Hi, what do you think about being able to bulk edit tasks within a deal rather than going to the activities screen. I am not sure why this is not an option. Also, and I have mentioned this before - pinning a note as you save it rather than finding the note after you've saved it and then pinning it.