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A few Ideas for Projects
Hi there, it would be great if Projects could do the following: To link more than one person to a Project See the total value of all Projects in each stage at the top (same as is possible in Deals) Create folders within the Files section to make it easier to navigate Adding the option to add notes to the Emails Section…
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Multiple recipients email tracking
I see that a lot of people are asking for identification who is opening the email and I imagine it's kind of hard to do, I have another problem with UI When sending tracked email to several people on the email tracking list it does not recipients anymore, just says "Multiple recipients" which is very annoying since I'm…
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Create a new contact from a mail in the app
It’s a great feature in the web front end to create a new contact directly with the data from an incoming mail. Unfortunately this function is missing in the app for the Apple iPad. That’s really a pity. The app is very well designed and provides all I need for my daily, mobile work … except the function to directly create…
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Bulk Edit Custom Fields for Leads
Hi it would be great to be able to bulk edit custom fields inside leads once they're imported into the system. Will this be rolled out?
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Reports across Multiple Pipelines
Hello, I currently have a sales process for a B2B SaaS and we recently shifted from 1 big pipeline to 3 shorter ones. Here were our stages * Lead-in (We can't use Leadinbox because you can't filter by address) * Cold * Warm * Reschedule Demo * Demo Set * Set Trial * Onboarding * Monitor * Ready for Close We used to have…
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Smartdoc automation for Slack/teams/Asana
When we send a quote/proposal to a client through the PipeDrive Smartdoc feature, we should create an automation that connects with Slack/teams/Asana or other software when the client signs the quote or even create a follow-up activity. That way we'll be able to know and not miss any Signed documents. My team sends up to…
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Perform calculations in custom fields
I believe it would be extremely helpful to provide the ability to perform calculations in custom fields. This would be even more useful if you could report on these custom fields. ie...calculate commissions on project value or calculate profit margins etc. Thank you for the consideration!
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LinkedIn Messaging
Since not all prospects have emails available it would be very interesting to set a workflow that lets you send a specific message via LinkedIn messaging once the prospect is added as a lead. Basically adding an "action" in the workflow automation option that lets you also send messages via LinkedIn.
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User access
HI I think the user should only have read only access to the other user data and read/write access to self data. This is important as this will restrict them from downloading and altering other user data.
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If / then for custom fields
Hi, it would be great to have an if / then function for custom fields and labels I mark my contacts as clients and suppliers and I need different information and custom fields for those contacts. So it would be great to have a function like "if organisation has label client then make custom field A selectable" and "if…
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Add "Email PDF" option to Share button for SmartDocs
Currently, emailing the smart doc to a prospect or customer involves more steps than it needs to. It would be nice if there were a "Email PDF" option when you click the green share button. This could open up the email tab (if creating a doc as part of a deal) and generate + attach the PDF to the email. This would speed…
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Enable access permissions for Pipeline to be shared externally
Enable access permissions for an individual Pipeline to be shared to an external user, without allowing them access to view other pipelines
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Please restore the Product participants view to full-functionality!! Thanks!
A long time ago when you clicked on participants in products, you got a pop-up window with a list view of participants contact information, just like in deal participants. A few years back, this functionality changed and you now just see a list of names with no company or contact information. The add person from search in…
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"Cross Object Formulas" re: Custom Fields
Hi, In Salesforce there's an ability to link custom fields from different entities/objects. They call these "cross-object formulas". For example, if our account management team wanted to know the software provider one of our accounts is using to manage a specific process, they could see that information on the "project"…
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Reporting for Projects Within Insights
We're trying to use insights to report on projects within our account management team. It sounds like this is a current limitation. Has the team considered rolling out insights for projects? Thanks
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Reporting or filter view for Lost Reason Comments
Would love to have the ability to see Lost Reason Comments alongside the Lost Reason. Lost Reason becomes a detail field in the deal record when a deal is marked as lost, but the comments become a note. It would be great to see them side-by-side for the purpose of reporting/insights. As of now, there's no way to see the…
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New field
I would like ot add a new field in my emails templates, the month of the last email sent, or the exact date; It can help to have a more personalisable email, without loosing time
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Printing / Exporting - Email Tracking Report with Contact Names
I would like to be able to print / export a list of Emails Sent that were Opened (or not) with the names of the Contacts they were sent to so we can follow up.
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Reporting basing on Organization in Insights
I am looking to create a goal based on customers onboarded but you don't seem to be able to report based on Organization in Insights. Does anyone else have this problems?
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Enable "rotting deals" with insights
I would like to have a report option that shows "rotting deals" with insights so I can add this important metric into our holistic dashboards. Any plans on this?
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Calculate deal value based on other custom fields
Just found this article: https://support.pipedrive.com/en/article/custom-fields-formula-fields yippie! I would love to be able to calculate the deal value based on other custom fields, is this possible too?
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Email Tracking across Team
My team needs to see email tracking across the company. We can only see individual tracking from accounts. We really need to see tracking across the company or we don't need to have multiple accounts.
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email tracking should be visible to everyone in the same group
tracking of email should be visible to everyone in the same group or within the company. Without this feature, tracking is unusable.
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custom fields
I added custom fields (i.e. birthdays and closing dates) to my contacts. There is no way to make them appear on the calendar without making an activity. Activities within Pipedrive do not re-occur and I do not want to sync my calendars. In addition, there is no way to do a one way sync from another account to Pipedrive. A…
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gmail spam filter
I have linked my gmail account to Pipedrive and notice all of the spam that is filtered from my gmail inbox appears in the Pipedrive inbox. It would be great to have the same filters. I welcome any suggestions for a work around. Thank you.
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Tax Exclusive option
Hi, I'm a new user and wanted to use the PipeDrive Smart Doc feature, but it won't let me add the exclusive button, therefore I can't use the smart doc do to detailed quotes and invoices.
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Progetti
Chiedo di inserire la possibilità di duplicare un progetto, e di creare più progetti uguali, partendo da una selezioni di clienti (es: spunto più clienti, scelgo aggiungi progetto, e trovo tanti progetti quanti sono i clienti selezionati)
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Workflow automation between boards/users
Each user of the company might have restrictions on access to certain boards. If there is an opportunity to create automation between the boards, the done project on one board (user) would be moved to another board (user) to start working on the next part of the project. This automation promotes better and faster…
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Duplicate Document Templates
I use several different document templates that are similar, but with differences in specific areas. I have to re-create the template each time, even though it is fairly similar to the other templates. I think a simple "Duplicate Template" feature would be really helpful
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Activity Types -- Option to hide from create a new activity panel
Also, improve the contextual list display of activity types in the Calendar view. Half the list or more gets hidden under the all day activities area when attempting to create a task in the Calendar view.