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Branding
Hi, As part of an internal demo I provided to the team (and within the trial space), it was requested that the platform may be branded with company colours. When I raised this with support having found nothing on your help pages, I was informed the colours are a single default set only. The team here is big on both brand…
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Smart Docs can't save signature/text/checkbox fields on documents?!
We'd love to be able to use Smart Docs in place of DocuSign but were surprised to find out that we can't save signature/text/checkbox fields on documents for future use. At the moment, this happens right before you send (after clicking "Request signatures"). Saving these fields is a standard feature in DocuSign and is…
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Prospector Custom Field Syncing / Add Job Title Standard Field
I'd like to propose 2 changes (if not already suggested) that are related to one scenario I've run into. Firstly, I'd like to suggest adding Job Title as a standard Pipedrive field for Contacts. Secondly, I'd like to propose the ability for Prospector to automatically pull in data that matches custom fields. Scenario - I…
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Prospector Company Name Matching
Currently, you need to know exactly how Pipedrive stores a company name and search precisely for that if you wish to search for leads at a specific company within Prospector's search/filter function. It does not pick up partial or keywords within a company name. This makes prospecting a lot more time consuming, especially…
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Request: Monthly Breakdown on Payment Schedule in Revenue
Greetings, I have a question on Subscription Revenue Reports for Payment Schedules. Suppose that I have two deals with payment schedules as follows: Deal 1 (total deal value:1000 USD) April 6th: $100 May 6th: $150 June 6th: $300 July 6th: $250 August 6th: $200 Deal 2 (total deal value: 900 USD) April 6th: $120 May 6th:…
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[Feature request] Send later - allow customization of morning/afternoon hours
It would be great to have an option to customize (somewhere in the user settings) the morning and afternoon hours. In my case "Tomorrow morning" would be tomorrow at 7:00AM, not 9:00 AM. For now I have to select every time "Custom date and time" and adjust the "morning" hour.
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Insights generating unprofessional looking Excel Reports
When I export a Deal Report into Excel I really don't need the word 'Deal' in the Heading for each Column when the whole report is a 'Deal Report'. It's not formatted that way within the App and just looks stupid in a Spreadsheet and need manually editing each time the report in run. I do not need to know where the column…
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Would anyone else see the benefit of having 'leads' visible on the contact or organisation view?
If a lead is set up it seems that it is only visible in the Leads inbox currently, which is fine but would anyone else find it useful to know when you are on contact if they have any leads open in the past or they have one open currently? Similar to the way deals are shown. To me, the leads feature would be really useful…
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Required Fields on the mobile app not working
FYI - Required & Important fields do not work using the iOS Mobile App (unsure on the andriod app) This is a major for any sales team working in the field and mobile first. Is this on the product roadmap? -- Using the Mobile app as a sales tool becomes redundant if you cannot trust the data collected with the important or…
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email verification masquerading as 2FA
The email verification masquerading as 2FA is very inconvenient and relies on the customer to have access to their Pipedrive associated email account on the same device on which they are logging into Pipedrive. Competing applications are smarter and use Authenticator apps or push notifications. When will this be changed as…
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Dependent tasks in Project Module
Dependent tasks in Project Module is very essential feature. Imagine we have to paint the wall, however prior to that we need to make sure the 'right' paint has been chosen by the customer. Basically we need 'pre-requisites' in place.
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Allow for a pre-set language option in the scheduler
Hi! Currently, the scheduler automatically adopts the language of use in the region that corresponds to the IP-address that uses the scheduler. However, this excludes a substantial use case in which the local language is not the preferred language. In our company's case, we are based in the Netherlands but 95% of our…
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Do You need a customizable Day for Start of the Week?
Do You need a customizable Day for Start of the Week?
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Completed Activity filtering on Deals
Having a filter on each deal to filter completed activities by type for that specific deal. This would help to further streamline account review / lookup time. I.e. reviewing particular milestone activities on account vs. scrolling through 3+ months of activities on the account
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Feature Request: Ability to exclude Calendar items marked as Private
We use Calendly which allows clients to schedule available time on my work calendar however, there are times when I have a personal appointment during the work day that needs to be on my work calendar but not synched to Pipedrive. Having the ability to exclude calendar items marked as Private would solve this problem.…
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Hello Pipe Drive, can you help us to track the Web Forms with Google Tag Manage? It is very necessar
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Optional data fields for different Pipelines
Hi, I have two different pipelines and made a lot of custom fields for my deals. For the deals in pipeline A, I need the custom fields 1 to 5 For my deals in pipeline B, I need the custom fields 6 to 10 Well when I create a new deal in pipeline A, pipedrive shows me all the custom fields 1 to 10 even though I only need 1…
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Need a Lead Routing Feature
No matter how much we use Pipedrive, the one feature that our team can't seem to solve is Contact based lead routing. For our workflow, each new "lead" that comes in is a Contact. If we gain traction with the contact, we create a deal later. We don't use "Leads" feature yet, but even if we did, it would not change our…
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Adding personalized 'time templates' into email scheduling option
When scheduling emails with PD, I program a lot to send out between 16:00-18:00 CET so they are arriving in the morning for US-based recipients. Each time I do this, I have to manually edit the date and time via 'Custom date and time'. But most of the time, I just want to send an email 'tomorrow between 16:00-18:00'. It…
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Move deal automatically to another stage when activity is overdue
Hi guys We would like to know if any of you have any experince setting up an automation as this: "Move deal automatically to another stage when activity is overdue" This is our current setup in a pipeline: Stage: write proposal --> proposal sent --> follow up on proposal Activity: send proposal --> follow up on proposal…
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Sending follow-up email templates / CAMPAIGNS using workflows?
Is it possible to perform all these 4 situations as follow-up activities using email templates / CAMPAIGNS using workflows?: Send 1 follow-up email from the owner of the deal after the deal reaches a certain stage Start a cadence of emails based on templates from the owner of the deal after the deal reaches a certain stage…
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Send text message by automation
To make our CRM more efficient, we would like to create some text message automation to our customers, as appointent reminder etc…
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Email Template Flaw / Shortcoming
There are many use cases to send an email from inside a specific record (person or deal) to another party (vendor, referral partner, outside partner). These would include status updates, outside vendor orders needed to process a deal won, or a simple thank you's to others attached to the deal. These emailed orders and…
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Templates for activities
I think it might be an appreciated feature to be able to use templates for activities. I have a lot of same activities - like Follow up after 14 days or Call someone after a week. But these cannot be automated as the trigger might be irregular (might be an email or a call or another opportunity). However, these tasks are…
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Dynamic URL Link inside email template?
How can we create a dynamic URL Link inside an email template. For example I want to have: "Please find more details here: http://www.mysite.com/register?useremail={email address} I can provide everything up to the "=" as a link, but how do I add the prospect's email address to the link? I can pass as plain text, but this…
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Why can't I bulk edit Activities in a People list? Why do I have to waste time creating a spreadshee
Why doesn't the option exist for me to bulk add Activities to checked records in the People list? Seems that this is a basic functionality of a CRM, yet the bulk edit only allows you to change basic information in records. Instead of being able to check those people off and create an Activity for them (e.g. "Sent card"…
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Payment schedule - maximum number of payments
Hi, our client has long term contracts ( life insurance etc. ) and we need to create payment schedule, but there is a limit of 2 years . So this is very short interval. Is it possible to extend this limit or do you have same advice how to solve this? Thank you Lukas Hala
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Help, limit of 36 entries in "Payment Schedule"
Cannot add more than 36 entries in the "Payment Schedule" section inside a Deal. There's a way to increase that limit? 36 is too small, it represents only 3 years of payments, doesn't make any sense.
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Payment schedule automation
Payment Schedule is very interesting and useful functional. But it need some automation. Automatic tasks or notifications to managers that the payment deadline is approaching or the client has overdue payment will positively affect to the company's final profit.
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Allow case statement instead of just if in workflow automation
We have to duplicate and create actions which are very similar to each other. Would be great to have a case statement so we can use the same business logic (except for a single item) and then direct the action based on the value of that one item. i.e. we take the same action nomatter which stage an item in a pipeline is…