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Custom fields - ERROR - "Required" must be in "Add view"
Hi, when I check that some field is „Required“, eventhough it is required in the later stage of the sales process, it can`t be unchecked from the „Add view“. This makes the add view quiete messy with a long list of fields, which are not requiered at the moment of adding a new deal. Thanks for looking into it!
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Email templates (managing and building)
At the moment, the email templates are only accessible via the email composer. If we want to edit, or change any of the existing templates (as opposed to creating one) we are forced to compose and email, and access the templates menu, then opt to manage them. This highlights the very basic approach that has been taken to…
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ChatBot - PRODUCT FEEDBACK
Have you noticed that the Chatbot does not let customers to start the chat from the beginning or again once started? If you choose wrongly and want to go "back" or restart this not possible. BR, Noora
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Feature Request: Create Categories for Email Templates
Would be very helpful for my Sales and Customer Service team to have separate email templates that they can access, without going through dozens of different email templates. A category field would work. Thanks!
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Ability to Duplicate and edit Email Templates
This may have already been raised, but it would be a huge timesaver to be able to duplicate and edit email templates. At the moment you have to copy and paste text then manually recreate all the inserted fields.
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Duplicate email templates
I'd love to be able to duplicate email templates. Often I have a number of templates which are very similar but worded a bit differently for different purposes / lead types etc. Currently I have to copy and paste the whole thing into a new one... to be able to quickly duplicate a template would be amazing.
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Having pipelines in different currency
Sometimes there are products that are sold in different currency, and for that each time I add a new deal would be great to have the specific currency in that pipeline. At this moment you have to change manually each time the currency.
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Prefill Name and Email in Meeting Scheduler
I'm currently using Calendly to send out meeting invitations. In Calendly I'm able to pre-define the Name and Email of the person I'm inviting, so they don't need to spend time on this. I wanted to switch to use the Pipedrive Scheduler for sending invites, however as I understand it, either the invitee or I have to manully…
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Product Categories for Reporting
I need to be able to report using product categories but am unable to do so. When will this be available?
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Calendar sync and meeting bookings
I just moved over from Calendly to Pipedrive meeting booking and noticed a few issues. My account: It would be nice to select multiple calendars for Pipdrive to check availability on. Our company has a meetings calendar but also a vacation calendar. It would be nice to create a group meeting link type with a sales person…
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Improving Calendar Sync & Activities
There really needs to be a way to exclude/hide internal meetings from the activities/calendar sync. Also to merge activities that multiple users are attending. For example, if a member of our Customer Success team & a member of our Sales team join the same meeting, it currently creates two different activities; I would…
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Our own logo and link in the scheduler page?
There is a very cool tool which i want to start using, it is the scheduler tool. Really nice that customers can plan their own appointment in my calendar. No more e-mailing back and forth to find a free spot. BUT the scheduling page has the Pipedrive logo and (underneath) the link. It would be nice if our company logo and…
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Support for meeting invitations in ICS format in Pipedrive mail?!
As web meetings are becoming more common in times like these, it is very annoying to not be able to see the date, time or be able to accept, decline in Pipedrive mail!
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Add org deal link into the deal view
We often need to look at all deals for an organisation. This is currently accessed from the Orgnisation view. However we are always in the deal view, and it would be really useful to be able to view all org deals from within a deal.
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Feature request: Calendly integration into 'Propose times'
I find it easier to send clients the Calendly link to book a call. It would be great if I could open this pop up, click on 'Send Calendly Meeting Link' and it then automatically posts it into the Email box (saves me copy and pasting it each time) Making a template dedicated to this is a workaround, but this solution makes…
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Automated daily reports (per email)
I would like to have an automated daily email report on activities and turnover related figures from my team, per team member in comparison and as a total.
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Dashboard - ability to make changes to the graph
I have a number of graphs on my dashboard with the same 2 product types visible. On some graphs the colours of the products differ to the others. For example, product 1 is orange and product 2 is blue. But further down, product 1 is blue and product 2 is orange. I would like to have the ability to make changes to these…
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Custom Colors in Insight Reports
The insight reports can be customized to show a lot of helpful information. One issue I have found is that I can run 2 reports involving similar data, and the colors for the categories change from report to report. I would love to be able to assign certain colors to certain sales people, products, etc.....so that there…
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Syncronize the archive email in Gmail
Would it be possible for the next version of Pipedrive to syncronize better with Gmail ? Currently when I archive an email in gmail it doesn't get archived in PipeDrive. Could it be possible to developp this feature in the next version ?
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🧨 Double Opt In Webform for Campaigns
Hi there, I think a really useful add on for campaigns would be to have a double opt in webform - like there is / was in mailigen. For us this is a must since in the DACH area you can't go without it. Neither PD Webforms nor CAMPAIGNS offers a GDR compliant registration webform. Could you please prioritize this feature?
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Email didn't link to a deal
For a variety of reasons emails seem to not get linked to deals (one example: salesman had already emailed the customer before creating the deal). Feature suggestion: Have the ability from the deal page to "search for emails" (Ideally search through all of the deal owner's emails or at least search through his emails to…
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Email deal participants
I know this has been recommended before. It would be really useful to be able to email the main contact and deal the participants with 1 click and with automation work flows. The deal participants are there because they need to be kept in touch with the deal. It's a sales necessity. Thanks
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Question: Drag-and-drop file upload sometimes doesn't work
Greetings, I have a problem with drag-and-drop file upload, and I'm wondering anybody have the same problem. When I tried drag-and drop file upload, sometimes it doesn't work as expected—the browser opens the PDF file in a new tab instead of uploading this file to a Pipedrive deal. * Steps to reproduce:* Under Windows 10,…
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Keeping follow up email in the same thread (workflow automation with delay)
Hi, I have set up an email sequence with workflow automation, in which an email is sent whenever a deal is created at a certain stage. If the deal is still at this specific stage, I have set a delay function of 2 days. After 2 days a follow-up email will be sent. This process works perfectly fine. However, the 2nd email is…
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Fixed signing fields in Pipedrive eSignature, Smart Docs
Hi guys, i think it would be a great setting or feature in Pipedrive eSignature, that all the fields that are placed in a document, could be fixed. So when you open up a certain template, the signing field would be always on the correct position and you dont have to manually position it again yourself. Here is a small…
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Please let me login on more than 3 devices
Hey folks, I have 2 laptops, a desktop PC, an ipad and a phone I use daily for business. This 3 concurrent login constraint prompt is really annoying! Any chance we can increase this? With MFA enabled you've got to be pretty sure its me and not someone else I'm sharing an account with.
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Automatic deal creation from a Campaign click
We have a regular newsletter mailout that we send via Campaigns. In this newsletter, we have various links that recipients can click on. Some of the links will take them to our website so they can download materials. When they do this I would like Pipedrive to automatically create a deal, so this can be followed up with by…
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Introduce API-only user for automations with Zapier, Make or others
Hello, we are using Pipedriver together with Zapier for automations. Very often we create leads or contacts via Zapier. Zapier is connected via a private account of one of our co-workers. After creation of leads/contacts we start a Pipedrive automation to send an email with some content. And here the problems start: In…
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MAIL > SORT/VIEW & CONVERSATION THREADING
Hi, Your email client has a particular way of sorting messages in the inbox. When you have replied to something, it then places that reply at the top of the inbox. This may be confusing for others, it certainly is for me. It would be useful if the sorting was user controllable. For example, when I reply to an email in my…
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Attach uploaded Files to Email in Pipedrive
If there are files attached to a Person or Deal, I think it should be easy to attach that file to an email without having to "re-upload" it - which is the only way to do it at this time.