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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
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Responsive images in WebForms (display on mobile devices)
Images within a PD WebForm should be responsive including the header image. Today a target group consists of a lot of user that use mobile devices to display content such as a PD Web Form. The header of a Web From can be an image with resolution 480x160px. However, the image currently cuts on each side when the Web Form is…
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New trigger for automations - click in link
Hi, I would like to have a new trigger in the automation: I would like to add a tag to the people who click in a specific link.
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AAA-14779: Insights - WON/LOST Imported Deals to count for duration
I would like to be able to import historical data and have the deal duration be available to see in insights. Currently the imported data shows a 0 day deal duration even while assigning a creation date and a won time/deal close time.
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Feature request: Edit the date of Notes after posting it in Deal
Be able to edit the date of the note so it fits into the timeline of the deal accordingly (image 1) Or even better would be the ability to edit the date by clicking on it (top left) and you're immediately able to edit it in the pop up (like you can with Deal names - image 2)
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Duplicate a Pipeline
Having the ability to duplicate a Pipeline would be great. Be able to have a copy of the Pipeline with all of the same deal stages. Instead of having to manually re-create the Pipeline and all Stages currently.
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Merged: Edit and duplicate team mates' workflow-automations
This discussion has been merged.
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Contact Tags
Are there any plans to add Tags to contact records? Tags are not the same as labels. Tags are so commonplace in other CRM programs. I want to move to PD and I may have found a poor workaround.
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Delegate In as Other User
It would be great to delegate in as another user in order to diagnose any issues, or help with setting up certain things. Obviously this should only be for admin users, but it is functionality that you find in lots of other SaaS solutions and would be beneficial in Pipedrive too 😉
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Remove/Change 30 day max from the workflow automation delay feature
The new workflow automation delay feature is great, however the limit of max 30 days delay per workflow is very limiting. Particularly now that we have the option to create automated campaigns. As a user, I want to be able to reduce and simplify the number of different software I rely on. At the moment, we use Mailchimp…
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Moveable email address orders within Person
I have some clients who have multiple email addresses for various reasons. When emailing them within pipedrive, priority is given to the first email address. Should I wish to move an email address to the top you have to duplicate them and then delete the ones further up. Can I suggest a tool where the email addresses can…
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Sync with all email addresses of a person (and emails of an organisation as well)
It would help a lot if all email addresses of one person would be synced and not just the first one. And if you add an email field to an organisation ("General Email address" - like an info@pipedrive.com), it should be synced as well (to the organisation of course).
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Deleting a contact
I'm trying to delete a contact and it seems I have to be an administrator to do this. Makes it difficult to use Pipedrive as an ongoing resource, as people change jobs and change roles. Is there a way to do this without asking an admin to do it each time?
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We should have an option to save email history of a contact even after deleting the email id.
If we delete/update email id of a contact, all the past history on email conversation is also removed. For example, I found out a contact has changed his organization, so I deleted his old email and updated it with a new one. Now all email conversation history of old email has also been removed. I would like to have the…
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Sort by Organization within Projects
You can sort by Organization Name in Leads, why not Projects?
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Projects Panel in Web Browser App -- sort activities and tasks by due date
Now that you have so kindly made it possible to hide done tasks and activities, we might only be one step away from achieving an intuitive road block free task/activity workflow in the projects panel. Please allow us to sort by column just like we can in the main activities panel, especially by due date. THANK YOU!!
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Projects Panel in Web Browser App - Hide/Archive done activities
We need to keep our activities on file for Insights data, time tracking, and more. Thus they cannot be deleted. Currently projects are becoming unmanageable and cluttered with numerous done tasks. The ability to filter tasks/activities by project in the activities list view would help to organize them, but that is not…
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Filters in workflows
Hi everyone, it would be nice to add filters in workflows. I am really passionate about testing and experimenting with them. This leads to the state, where I have to scroll down a lot, until I find the one I need. Active and inactive filters would be a nice touch, that will make it more searchable. Thanks!
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Filtering Filters
I'd like to suggest an option of being able to categorize filters, filters created on Pipedrive. Some I'd like to sit there and never be touched again. Some are dedicated to reporting and some for Automation purposes which ideally they arent edited.
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Web forms
I would love to see the potential for a step-by-step webform We can start with basic questions and some information from them and once that is done, the link in the thank you form is the next webform where I get more information, or to the questions. In order to do this it is imperative to be able to pass the information…
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Basic feature request >> Showing attached products in deal filters (list view)
Hi, We are fanatic about attaching products to deals and working with the products module. We also teach our clients to always attach products to their deals and build all our automation around products. However, the deal filters do not display the products attached to the deals. So if a client wants to sort all open deals…
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Forms & Checklists within a deal
Could we please have the ability to to create forms and checklists that can be then used to create a task in the deal. The user assigned to the task would open the form and complete it, the information would then be added to the deal as pdf file as well as a note. The application we have for this is around servicing. Our…
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Send Group Mail using Map Function
I would like to send emails to contact in a specific area. Just like on the maps, I enter 25 miles and it shows all of the companies in that area where I am going to be traveling to. So, it would make sense to send emails (preferably group) to the rest of the contacts in that area to see if they will let me visit.
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Não vinculação automática de pessoas quando enviamos e-mail
Ultimamente temos sentido que houve muita duplicidade de contatos das pessoas no nosso Pipe, descobrimos que quando o link do e-mail é colocado em CCO ele automaticamente cria uma pessoa com esse e-mail enviado, porém não vincula a nenhuma organização, fazendo com que mesmo que seja apenas um e-mail para uma simples…