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Automatically add Smart Data
It would be very useful if Pipedrive could automatically add Smart Data to contacts (rather than needing it to be done one by one. The other CRM that we are comparing against (Streak) has this feature. BTW Smart Data is great!
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Compatibility between Word and Pipedrive notes
I encountered a problem where I edit a text in word before I copy it into the notes in Pipedrive. These are simple bullet points and indentations. However, Pipedrive does not recognize the indentations and bullet points from Word and translated the indentations into spaces and the bullet points into symbols. You can have…
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Keyword Search Within Client & Deal Pages
It occurred to me, that it would be incredibly helpful to be able to search keywords within a profile. Due to the amount of correspondence that can happen in our industry for each reservation, it can be difficult to narrow find pertinent information quickly. For example, I have a client that is one two cruises, one…
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Make subscription value exportable
When using the recurring revenue insight it isn't possible to export the subscription value per deal. In the insight you get the total value of the subscriptions but it isn't possible to see the individual subscription value per deal.
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Subscription deal value should increase month to month!
[ 1 ] It is crazy to me that the deal value is not automatically summed up based on the amount of monthly payments If I have a client that pays $100 every month, and I have infinite cycles, meaning I have no idea when they cancel, the deal value over the period of 1 year is $1200. Not 0, and not $100 (Set recurring amount…
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Web-Visitors: Automatically add new visitors, or be able to export a list
Web-visitors is way too slow to do each new company that visits our website individually.
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View/change owner of workflow automation
It wold be very useful if you could change the owner of workflow automation so that the new owner could edit it. And also the option to view a workflow automation made by other users.
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Scheduling live chat availability
When using Live Chat, it would be great to be able to schedule your availably to coincide with you working hours, for example. At the moment, you have to manually select Online/Offline but automating and scheduling this would be much better
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Sorting "LABELS" in "LEAD" view.
Need help. How can I sort the "label" options in the drop down menu in the leads view? I can sort the actual leads by the "label" column, but when i'm assigning labels to a new lead, the options are listed in the order you've added them, not alphabetically. Help please.
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deals in pipeline all on 1 page
Everything is working pretty well so far. One area that would be very helpful is if you could make it so the view in deals would be editable. So that instead of squishing them all into one screen we can just scroll left and right without compromising the size of the cards in each column. you know how in excel you can widen…
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Link to the live version of a Google Docs file
When I add a Google Doc via Google Drive, it should add a link to the live version of the file
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Exporting email templates
Rather than copying and pasting email templates one at a time,, it would be better to be able to export all for editing in word or google docs, where there are better editing tools and where reading a cadence for flow/continuity is easier.
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ON/OFF Lost deal reasons
Please turn the option back to the company to choose whether or not to use lost deal reasons. I don't know why you removed the toggle, but this feature is completely ineffective as it is because comments don't show up in reports at all. If I put data in the comments, I just lose it and I can't export only the notes that…
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What is the best way to regularly send out an email with the results of a filter?
What is the best way to regularly send out an email with the results of a filter? For example the day of a weekly team call we'd want to send out an email to the team with the list of open deals in a specific region (filter) so that they can quickly glance in their inbox in preparation for the meeting. I'd also want to…
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Insert the double optin link into custom emails
If I understand well the double opt-in for marketing emails can only be sent from the contact with a standard email crafted by Pipedrive. Is it possible to also have this link available so it can be added in other emails that can be customized on the specific context?
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Share others users calendars
Currently you can create a calendar schedule according to your work schedule and share this as a link to leads/clients. I would like to see an update where I can share another users calendar on their behalf. For example Assistant shares Supervisors calendar to client synced with their schedule. That individual would need…
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File Uploads for webforms
Hi there, the new design of webforms is now very good, but I am missing the option to upload files. Any plans to add the function? If yes, when? Regards Robert
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Pipedrive Mobil ile Android Telefonlarda E-posta kullanımı
Merhaba Pipedrive android olarak kullanmak güzel Çevrimdışı çalışıyor, notlar alıyor, aramalarda bilgi veriyor, tüm müşteri verilerim hep yanımda... Ancak E-posta kullanımı felaket! Özellikle Microsoft exchange kullanıyor iseniz. E-postaları okumak cevaplamak çok zor. Eğer bir e-posta yazışmasını devam ettirmek istiyor…
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Project Seat Cost Issue
Hi, I really want to LOVE pipedrive. However, my biggest hang up is the price to actually add project management. I don't think it's fair to have to pay the price of a deals seat for someone who only needs access to the project. I don't even want my subcontractors to have access to deals. We are a video production company.…
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Reports panel to show reports name in the tooltip/hovering infobox
Hi, it would be practical if you could see your reports name from the sidepanel in the appearing tooltip/infobox
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Direct links to the boards
Hi @Mike van der Valk , it would be super helpful that the boards get full links. Then We could setup bookmarks for each board to access them faster. For projects itself it is already possible. Best wishes Niels
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Adding One new Org for Two mandatory fields without creating two orgs in our contacts
Hi Pipedrive team, We have two org fields for our deals, one for the using org, and the other for the paying. They could be different but are the same most of the time. When we add a new org on the organization, it requires the field we have pre-set to require and makes a new org, which is normal workflow. But for the our…
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Email - label customisation & deleted email history
Scenario: Some of our contacts have more than one email address but have only subscribed with one of them to our marketing emails - and unsubscribed with the other. Or - one of the emails is outdated and not to be used anymore but cannot be deleted as this would mean we are losing visibility of relevant email history.…
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I would find it extremely handy if I could use a pipeline with existing stages to create new pipelin
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Copy Email Templates
It would be very usefull if you are able to copy email templates. Very often you would use a structure like: Subject: Quotation for [company name], Hi [first name], Thank you for your interest in [product]. Please find the spedifications attached. Best Regards [sender name] Sometimes, the emails are much more complexe. If…
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Insight Reports on Contacts as opposed to Leads
Hi, It would be great to create a report showing how many new Contacts were created, similar to the one for new Leads, as we only use Leads when we use Prospector and all others are manually added straight into being a Contact. Thank you.
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Create a Purchase Order from a Deal that is closed Won
With the introduction of Projects, Pipedrive is becoming more than just a CRM which is awesome. One feature I would love to see added is the ability to create a Purchase Order once a deal is closed won. Create Deal Create Quote using Smartdocs pulling in the products Closed Won Create Purchase Order to the supplier using…
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Changing 1st day of the week on the Calendar
please make it so i can choose a calendar style that shows Sunday as the 1st on far left.
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Feature Request: More label colors
We are using labels a lot handling our deals and we would need more colors to chose from to get a quick overview looking at the pipeline. When having more labels than tags means using the same color for different labels and that will affect the visual overview. We would like to have the possibility to chose from a color…
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Feature request: Export of summary on insights
Hello, it would be great if it would be possibke to export the data from the insights summary section. Its allready possible for the "Deals" section so it should be easy to implement this for the Summary, right? This would help our reporting a lot. I have added some screenshots to showcase. Thank you! Best, Leon