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Bulk add activities from deals filtered in list view.
Hi ! To bulk add activities to deals I currently have to export an excel and then re-import. The alternative would be creating an automation with a data field. Both of these seem like work arounds and can be time consuming. It would be great if when filtering deals using the list view, I could add an activity similar to…
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Web Page Tracking
It would be helpful for us to be able to track web page traffic within Pipedrive. We would like to be able to know how far specific users got within our courses, for example. It would be nice to be able to evaluate the effectiveness and completion rates per industry and other identifiers stored on our contact pages.
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extra field to pipeline view
I use the Deal name / title in two different ways, to describe the deal or to describe the "status" of the deal. it would be nice if the pipeline view had one additional field under the title where you could describe, for example, the latest event. 12.07 - called or 10.07 - sent offer in pipeline view would show the trade…
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Projects due dates linked to last activities completion, not from the start of the project
Now in projects, you can create a template where you have different activities and project tasks. The issue here is the due dates: You can only set the predetermined due dates from the start of the project. The issue here is that if you have to wait for your customer (or some third party) to respond / to do something, your…
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Automatic description for product
A nice thing will be to add automatically a description when you add a product into a deal. Therefore, you can export easily to Pandadoc for example to send a quote to a customer.
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How to set up UTM link feature for automated emails?
Hi Pipedrive team/community I was exploring options on how to send automated emails using a template triggered with some action that would have some deal parameters pushed as a part of UTM in the link? Using this it could be registered in external form using a hidden field and it would reduce the strain of person filling…
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Merge tags
Are there any other merge tags that are available but not listed? I would like to be able to include the pipedrive person ID I’m urls, along with the name of the automation and/or the name of the campaign. Also, what template engine is used to render the html in emails? So that you can use functions like apache velocity…
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eSignature Workflow Automation
It would be great if the completion of an eSignature could trigger a workflow automation.
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Lead Velocity
Hey Folks, It would be very handy to know how long it takes for a lead to be handled. In my case, the time from lead creation to first response is what's key.
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Description / Notes for Reports
Hey Folks, It would be very handy to have a description or notes field for reports. The purpose of a given report may not be clear to viewers and it's good to have the description with the report itself (instead of in a separate document.)
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Ter disponível a ferramento do Insights para usar no Projects
Ter a possibilidade de gerar relatórios, painéis no Insights para o módulos de projects.
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Forum function to merch or archive suggestions.
I would like for this forum to have a merch and/or archiving function that can be suggested by users. Currently there are more than 140 pages á 30 suggestions. Many of these suggestions are duplicated and some are certainly already implemented. So it would be good if you could clean up a bit. It would be cool if a user…
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Thumbnail view for files and photos
The ability to preview and get a glance of the files and photos we have on a deal is something we really need. Anyone else wishing for this?
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Seeing all activities when using the Project side of Pipedrive
When I was just using Deals to track all of my projects I can see All Activies (Notes, Activities, Emails, and Files) on one screen in chronological order. In Projects you do not have this available. You have to go to Plan, Files, Notes, and\or Emails to look at all of the different activities. The big problem is that you…
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Filter a Date or Birthday Field by the Month or range inside a Month
We really need a native automatic reminder and trigger based on the current date that is native to PipeDrive. If you could put a contacts actual Birthday in one field and then be able to Filter results using the date field to find everyone that has a birthdate in that Month that would be good. I really expected this to be…
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Add Products at Add Deal view
It would be great to be able to add products to a deal as you are adding the deal, in the Add Deal view.
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Please add product variations to quick add menu
When you quick-add a deal, you can add products (👍) but can't choose a variation (😢). Would be great if this could be added.
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VAT in product price visible also in Smart Docs
Hi, our customer is creating offers via SmartDocs. They need VAT calculation also to the products. Now there is only VAT% asked, but not calculated the amount of VAT. It could similar than the discount calclutalion in Deals product table. Only calculating different VAT% VATs to different rows. VAT information must be…
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Products net Price
Hi, i wondering that it's only possible to at price only included sales tax. Is there a possibility to ad products net price?
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Products- Feature.
Dear Product team, Shortly about the issue I face. Our company has about 140 products, and to define them easier we use categories, under which we then have the certain products/services listed. I find extremly difficut to add products to deal when a drop-down option gives you a list of 140 items. Yes- I know I can search…
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Product/Revenue Tracking
I am wondering if anyone who uses commission percentages to track deal revenues can tell me how they set up their products and track revenues? It seems cumbersome to figure out how to determine revenue on a piece of business. You can only choose (or at least I only know how to choose) Price, Quantity, Tax%. Could we look…
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Merged: Asking for Advice - Commission Software
This discussion has been merged.
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Multi Column List Ordering
We should be able to organize our lead lists using multiple column criteria - for example, say I want to order them according to country, and area code, and contract value. I should be able to choose all of these in reorganizing the list. Currently I can only reorganize using a single column.
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Provide ESP service
Hey there folks, Recently ran into the issue of having our company email messages sent en masse via Pipedrive end up in spam inboxes of our clients. We are searching for alternative ways to not connect these types of emails to our company profiles and wondered about providing a separate ESP via Pipedrive for users to…
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See Comments on lost deal on its page
Hi all, Hi, when we close a deal, we can select a reason and add an extra comment. I know how to create the filter to see the lost reason, but I don't know how we can see that extra comment or even if it's possible. I feel that it would be nice to have this extra comment as a note or activity on the deal page, which would…
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Labels & SUBLABELS (in custom fields) // Etiquetas & SUBETIQUETAS (en campos personalizados).
Hello community and friends of Pipedrive. I have noticed in various CRM implementations where it is clearly necessary, when customizing fields (multi option), to create subtags within tags (suboptions). Has anyone ever had this need? Are you on the Pipedrive development roadmap? Thank you, Xavier // Hola, comunidad y…
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Drag and drop function to cluster many deals
Hi! It would be awesome to have a possibility to cluster many deals into one master deal. We are for instance working with renting land from owners. Quite often, different owners of the land are connected to the same potential project, but before it will become a project they act as separete deals. We would love if we…
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Native Integration with Salesloft
We have recently signed up to Salesloft as our preferred enablement software. The third party connector we were going to use to connect Pipedrive (PieSynch) has been bought by HubSpot and therefore no longer integrates Pipedrive to Salesloft. The only other options out there are custom API's which cost a fortune. I would…
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Obtain Link to Show an Email to Someone Else
When I mention a user in a note, they get a notification with a link to that note, looking like this: https://.../organization/123?objectType=note&objectId=42 It would be very helpful, if I could obtain such a link also for an email, e.g., https://.../organization/123?objectType=email&objectId=23 , as this would allow me…
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Coming back after some time to give feedback about group emailing
I am coming back to raise awareness about not-so-great user experience of product feature group emailing. Issues to consider put into product backlog or some small product sprint :) * you cannot send more than 100 emails at once - the issue is, clicking those mails and then remembering where you ended (you can do…