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Configurable buttons to trigger automations
Would be great if there were configurable buttons that can trigger Automations (like send out Offer, update deal stage, and so on) from different places. Also to insert text/templates into notes/activities since a lot is standardized in sales process and now has to be copied/pasted from other docs. So a general…
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Ability to white label / company brand the "Propose Times" link
At the moment when our customers click the link, it is all branded Pipedrive. We would like to be able to change some settings company-wide on this page. e.g. add our logo and colour branding. Get rid of Pipedrive branding. We are paying for the "Professional" subscription. Thank you! P.S. The design of this page is a…
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Merged: Outlook to pipedrive (private meetings)
This discussion has been merged.
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Create Activites from Organization/People -list
When we have made a selection on what Organizations to work on, we cant create a Activity from that view, we can Export to mailshimp, send mail, even Show on map, but not Create activity. ?? It should be a standard feature according to me and seems easy enough to add.
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Question on HIPAA or PIPEDA Compliance
Hello, would like to clarify whether you comply HIPAA (US standard) or PIPEDA (Canadian standard) ? This information will be very useful for us on considering using your tool. Thank you
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Changing order of notes
Hello, I'd like to ask, if it is possible to change order of received and sent notes/emails at Contacts/Organizations. Now, the newest are displaying at the top and I need to reverse it, so that the oldest are displaying at the top. I want to summarize what was the the way of contacting each company and to analyze which…
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Birthday Task Automation
it would be helpful to be able to generate tasks for a certain amount of days prior to a field date. For instance, I would like to create a task to be generated to remind me to send out a birthday card to clients 5 days prior to their birthday.
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Prévision en Volume d'affaires
Hello ! Serait-il possible dans l'onglet PREVISION des affaires, de faire également apparaitre, dans les encarts gris où on retrouve le mois et la Valorisation pondérée, le nombre d'affaires correspondantes ? Dommage de l'avoir dans l'onglet liste ou pipe, mais pas dans les prévisions ! Merci
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Make "year" in birthday field optional
Sometimes you simply don't know someone's exact age, but you do know what day and month they celebrate their birthday. Right now I set their birth year to 1800, but it'd be a lot better if the "year" part was optional.
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Filtering 'Done' Activities by Activity Type
When you try to find an activty in the "done" section of a deal or organization, you can only select all activities which can be a lot. The suggestion: to add some kind of drop down bar to let you pick a certain activity type. Why: We want to log our comprehensive meeting notes in pipedrive, but with so many activities…
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Standarded Owner's color on reports
Hi, Is there a way to set owner's color to make report more readable and avoid this color to change between two consecutive graphics ?
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Dynamic Custom Fields
Is it possible or will it ever be possible to include the option to limit the available choices in one custom field based on a choice from another custom or system field? It would also be nice to block a field from being completed unless a pre-requisite field is completed.
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Merged: Please increase maximum Devices to 5
This discussion has been merged.
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Workflow Automation Assignment / ownership
Due to the limitation that emails are always sent from the address of the person that created the workflow it would be very convenient if it was possible to either assign a different users email address to that workflow for sending emails or transferring ownership of the automation to the account you wanted the emails to…
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Live Chat Features
Hello, I would like to suggest a feature that will make LeadBooster Live Chat feature even more desirable for all Pipedrive users. Features:- Geographic Location: Being able to see Geographic location of the users in the Live Chat will assist with processes, region specific pricing, and customer closing tactics etc.…
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Trying to get a report on the number of outbound calls made
We have an integration with aircall and each call is logged. I want to be able to create a report that shows me only outbound calls by sales person. Currently the pipedrive report captures both outbound or inbound. Easy fix would be able to filter by 'direction' or by 'subject' Here are the filter options:
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Revenue Subscriptions connected to selected Products with Invoiced: Recurring.
It's great to have the new Subscription option for Recurring revenue in a Deal. However, this is not linked to any Products. Products also have an option to set for 'Recurring' or 'One-off' - It would be awesome if you set these and add them to your Deal, it will accumulate the in the Subscription, where it would count the…
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Subscription + Product Revenue in same 'Revenue Forecast'
For companies that ours that sell both one-off products, as well as yearly subscription packages, it would be helpful to a) be able to add both in a common place - either under the 'revenue' section, or as a 'product' b) recognise the revenue from both in a single revenue forecast graph. currently products show in the…
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Mail History is not being wrapped properly
While Gmail and our ticketing software do a good job wrapping the mail history, Pipedrive just shows the whole history in every mail. That makes it very hard to look through a mail conversation. The longer it gets, the harder it is and the more you need to scroll. It sounds easy to fix and it would make our live a lot…
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Auto-Select Mail-Address Field when pressing "Forward" and Message Field when pressing "Answer"
When I press "forward" in a mail, I am used to having the recipient's mail address field selected, so I can start typing right away, instead of scrolling down and selecting it. Same goes for answers: Here, the message field should be selected. That's the way Gmail does it and it feels very natural.
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Todoist Integration
Anyone working on a Todoist integration directly with Pipedrive? It's been my task manager of choice for the last 6 years. I've tried Asana recently but it didn't fit my needs. I'd like it to Todoist to be able to mirror and sync with Pipedrive so I can complete a task in either app. I know it'll be difficult to get…
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FYI to other people not happy with Smart Docs...
They just added the integration for Docusign. It's sort of frustrating because I purposely upgraded for Smart Docs (and I do like the templates and such) and now I'll have to pay an extra $25/month for docusign, but all the things I didn't like that I couldn't do in Smart Docs you can do with Docusign.
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Frustrated with Smart Docs
Honestly, I'm kind of annoyed with it so far. Two things in particular that's it's important I can do with doucments, you can't do with this integration. We upgraded our Pipedrive plan to use it, but it looks like I'm going to need to pay for Docusign or Panda Doc anyway, in order to be able to do what we want. #1 - We get…
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Drag and Drop File Upload in Project
In a project, when I go to files, I can not use drag & drop to upload files. Also, I can only upload one file at a time which is unnecessarily time-consuming.
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Confirm modal Windows with Return Key
In modal windows (like the overlay for the activity deatail view), it would be helpful to just hit the return key instead of using the mouse to confirm changes / activate the "save" button.
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I want to hide data fields from the "Add View" that are required to be filled at a later stage. Woul
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July-June Financial Year date range in Insights
Would be great to have the ability to search in Insights using the July-June FY (like we have in Australia). Yes, i know we can search in the custom date range but i'm lazy and want to do it at the click of a button :)
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Wrong Translation in Korean : Workflow automation(email template auto send)
Hey team, here is what i found out another wrong translation in Korean. When I use workflow automation and auto send email by template, there is always required 'To. someone (usually it is person email)'. But in Korean there is nothing but only can see '-'. I think this field is matched 'To', so it must be translated '수신자'…
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E-mail-lists for leads
We need to be able to reach out to many leads in one single process, and follow up the conversation (email open, automatic responses & reminders). a) Emailing out of the Lead-postbox b) generate E-mail-lists and send-outs c) followup on email opening and responses d) automatic reminders EVERYBODY is working around and…
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Delegated mail
On some occasions I would like someone from my team to send mailings on my behalf. It would be interesting to add a feature that would allow another user to send mails on behalf of another user.