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eMAil draft folder - add record count bubble
The draft folder currently does not show a record count bubble for the number of emails sitting in the draft folder. [unlike all the other email 'states'] As a user I find this to be counter-productive as I have to open the folder periodically to ensure there are no unfinished or unsent emails. Please add a record count…
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Products Area
The products area really needs allot of help ~ I love how the product integrates with Pandadoc's as our last CRM did as well. Pipedrives integration works better hands down. However the producs list is not sortable ~ this makes it very difficult to find items. Panda has catagories so you can create subcatagories for each…
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Workflow Automation > Issue with transferring data from Deal to Project - multiple option field type
I've created a workflow to create a new Project based on a specific template when a sales Deal is closed Won. I've also created some custom fields in Deals and matching custom fields in Projects (field name / field type / options). When the workflow triggers, the Project is created, but only some of the custom data field…
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Lead Participant
Its uncomfortable to use Lead because Lead only can manage one contact person. For example, very often we need to manage multiple person to outreach potential customer. But right now Lead page only add one contact person, so that this makes using pipedrive uncomfortable (My process : If i find out more contact person, I…
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Ability to export Deal Product info
Surely this is a critical feature! We want to sort customers by product type, and also see how our various sales team members are performing with certain products! At the moment - we can't do this unless we add a custom field which seems counter intuitive!
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Web visitors - filter organisations with deals, their status and their closing date
Would be good to be able to list organisations for whom we have lost/open/won deals, together with their closing date.
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Export Backend Data
It would be useful to be able to export to Excel all our customized 'backend' data such as picklists from customized fields...would it be possible to look at this possibility? Thanks
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Products sales analysis
Hi there, After talking to your help team, it appears that there is no possibility to export products sales in an Excel document to analyse it. Indeed, we are using Pipedrive to realise quotes and sales, we have more than 600 products and no possibility to analyse products sales quantity over time... Could you imagine a…
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Automatic update of deals in current Pipeline view
Currently the Pipeline view does not update anymore when things within the deals happen, unless there is a complete refresh. i.e. A deal has been rotting for 2+ days and is marked red; I go into it and complete an activity; I go through a link to the pipeline view again; Deal is still marked as untouched for 2+ days. The…
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Feature Suggestion | Delete Multiple Filters
I wish we could delete multiple private filters at a time
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Workflow automation: Put products in an email template
Dear entrepreneurs, Within my organization, we use the "products" within the deal, where we can add deal value. We would like to automate this process by means of workflow automation. We would like to automatically send an email to the financial administration whereby the different products and the deal + value are…
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Track Leads activity in Insights
Is there a way to track the activity you do on Leads in Insights? For example, how many leads were qualified and converted to deals and how many were unqualified and archived? Without that data, it's hard to get a clear picture of the sales cycle.
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Using Campaign Email Templates as normal email templates
I would love it if I could use the email templates from the email campaigns for my normal email templates. I have a nice layout that I've been using for a newsletter, and it would be great if I could use that layout for my automated emails I send out for various stages of our sales pipeline as well. We've created videos to…
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Lead bulk update
The bulk update functionality in leads would also be useful to be able to bulk update an activity - so select 10 leads to then apply an activity for a certain date. At the moment very painful importing leads and then having to manually apply an activity to each lead.
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Private Notes, only visible to the author.
The Birthday field post by Melissa Lautenbach got me thinking about this. I record a lot of personal details about my clients on my phone, rather than in pipedrive due to GDPR issues. Things such as family life, home area, married, kids, school, sport interests etc. It allows for a richer conversation when we are chatting.…
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the contact address is not synchronised with the google calendar
Hello, I noticed that the addresses of the events in the calendar are not synchronized with google calendar. When I'm on the road, it's a shame I can't find the address in my "android auto" GPS for example. I have to open PIPEDRIVE while driving. Thank you,
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Additional Field Types --> "Table" & "Whole Numbers"
Look at E-mails: We have the ability to save multiple E-mails to one contact. But this feature exists only there. I would like to have such a field in other places as well. 🙃 For example, we have partners with multiple locations and sometimes multiple websites as well. If we could enter this information in a field that…
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Enable Shift key for Multiple Selection of deals/orgs in List View
Currently to do any bulk actions we need to click 1 by 1 on each item in a list. This is painful. Please enable the standard use of Shift key to easily select a group of items. It should work similar to Excel or google sheets.
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Revamp people overview in deals
Team and I had noticed over the last few weeks that it is not very handy how the person associated with a deal is displayed, and that there is only one person displayed there. Not only in ongoing deals is there a need to see who is involved when a deal moves up the chain or along the pipeline to someone else but we already…
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Deactivated Users must remain in the assigned team
If you deactivate a user he is not part of the assinged team anymore. This has the consequence, that the team statistics in the insights are not correct anymore. => a deactivated user must remain member of a team!
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Automatisation : condition date de déclenchement
Bonjour, Je suis passé à la version "Avancé" de Pipedrive pour accéder à la fonction d'automatisation du flux de travail. Malheureusement, je ne parvient pas à paramétrer des actions pour gagner en temps et efficacité notamment en donnant une condition de date de déclenchement d'une action. Est-il possible de déclencher…
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Pipedrive data to Google sheets connector
Hi! I want to send pipedrive data (basically send the data from certain filters) over to google sheets for our sales database so that I can make a google datastudio dashboard that combines other datasets like marketing info. We can't build using the api bc it's too time costly for our engineers. any add-on recommendations?…
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Feature Request: Standardised product notes
Hello, I have a request and would be very happy if this could be implemented in the future. We would like to send offers and invoices via Pipedrive. To do this, we need to add the respective products to our deal. As we are a service provider, our item contents are mostly different, as we delete or add services depending on…
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Add note to new deals
Hey, when creating new deals it should be possible to add a "standard" note for instance with instructions that have to be followed. . Right now this is only possible with zapier.
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Why can't we EXPORT the Summary data in Insights?
I've used Pipedrive for 4 years and have made this request to Support so many times it makes my head spin. Every time I make the request, they say "mention it to the Community". Well, here goes.... Why doesn't Pipedrive allow us to export the list of Summary data in Insights? Why do I want this so badly? Product sales…
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Converting leads into deals with specific label
I have a small suggestion that could improve your already great product. So the task. I have a lead with a specific label. I need to convert it to a deal right away with a specific label. I sat for several hours, but could not find a suitable field. It would be cool and I think convenient if it were possible to set up…
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Campaign design with feedback questions
Hi there and happy new year to everyone. I was wondering if there is an option to include a quick feedback/rating question in a mailing campaign, e.g., at the end of a newsletter like "Was this useful" - thumbs up/thumbs down. I have asked the support team and they suggested adding it to the product ideas/sharing it with…
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Duplicate Filter Criterion Button! - LOW HANGING UX FIX
Many times we need to duplicate criteria in a filter but we are forced to manually add it again. There should be a duplicate criteria button next to every criterion. It's a small fix that would help a ton! This is very tedious in situations that require specific repetitive criteria such as ANY organization -> address…
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Store user phone number in user profile and create token for user Phone Number
My organization passes PipeDrive tokens to PandaDoc templates to generate sales proposals. Every time we create a proposal, we have to manually enter my phone number on the cover page. I should have the option of storing my phone number in my PipeDrive user profile. The value of that entry should be a token like…