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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.
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Insights -> Golas -> Filters
I think it would be an awesome feature to add filters to the goals section. This way we could set targets by segmenting the information in a funnel in the same way you can do now in reports.
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Project and Customer Management
I'm currently pivoting between Pipedrive and Trello. Are any of you using both programs due to the inability for either program to completely replace the other? I've seen other programs with the ability to manage projects and contacts separately, and I'm curious if any of you have found a pipedrive solution
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Team Messenger
Would anyone else like to see a sidebar for your team with a chat option between coworkers? Or is this something already available?
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Deal List View Needs Default Filters by Pipeline
List view in Deals needs functionality that allows users to easily pull up a list of all Deals in a Pipeline. Similar to how you can pull up Deals owned by a person, you should be able to easily pull up a List view for all Deals in a Pipeline. The reason being that when a Deal is marked Won or Lost, it drops off Pipeline…
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Payment Schedule in Deal Record Revenue Block
Is there a way to edit the payment schedule options? Currently there are weekly, monthly and quarterly and it would be helpful to have annual, semi-annual and annual/one time options. Many of our projects are invoiced semi-annually. Thanks!
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#feedback: Payment Schedule / Subscription
Hi Team, I have a feedback regarding subscription function: It would be very beneficial if recurrent subscription would be possible with products attached to deal. We are offering consulting services and would thereby get better revenue tracking possibility. Thanks!
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Awkward translation in iOS app: '새' for 'New'
Greetings, I'm reporting an awkward translation in the Korean version of iOS app. Pipedrive recently released Insights with Mobile, which you can easily spot with the "New" marker. English version of iOS app In Korean version, however, the word "New" is translated to "새". Korean version of iOS app This sounds very awkward…
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Field Definition Hovering
As I have spent time building out a training website for our team... this idea came to mind. If we could define fields (built-in and custom) in Settings, and then have those definitions show up either by hovering over a field or displayed right underneath a field, this would really help new and experienced users! Even…
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Turn off Sync Options at the Company-Wide Level
The following options need to be added to the various Pipedrive sync options: * Email Sync: ability to toggle it off and on for all Users. * Email Sync: ability to lock the "automatically link emails to Deals" to OFF * Contact Sync: ability to turn this off and not make it an option. Our users have been mistakenly syncing…
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Keep WON/LOST Deals in Pipeline View
Pipedrive should add a feature, at the Pipeline level, to toggle on/off if Deals should still show up in Pipeline view when a Deal is WON or LOST. It is really difficult to continue to explain this feature to our users because to them it looks like no Deals were won/lost. Then we need to set up a List view to show them…
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How do I bulk Assign Leads or Contacts to my Sales Reps?
2 Questions 1) First off, I want to make sure I uploaded my CSV correctly. When I uploaded about 19,000 contacts / organizations from a Zoom Info CSV, I uploaded them as Contacts. Should they have been uploaded as leads? 2) How do I bulk assign contacts / leads to certain sales reps? Their territories are assigned by city…
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Folders for Templates
I'm looking to add some email templates into Pipedrive for my team, but I can't see any built in features to help organise them so the team can quickly find the template they need. Is there anything in the works to help with email template organisation such as folders or labels?
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Date of file upload shows as weekday instead of actual date
When I'm looking at a deal and I can see all the files that have been uploaded for that deal, it gives the date that they were uploaded. However, if the date is recent, it says something like "Last Thursday" instead of the actual date, so then I have to look at my calendar to figure out what date it was uploaded on. From a…
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Personalized deals view from pipeline perspective.
Hi, Is it possible to add such a feature? Goal is to change Organization to another custom deal field. I believe it could be very helpful for many organisations. There is very little space in the deal block, therefore it is very valuable to suit it to the real needs.
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Exclude Internal Emails From Sync.
I'm wondering if it is possible to exclude internal e-mail addresses from our sales metrics. our emails are synced with Pipedrive, on our end of day metrics count. our emails also include our internal discussions.
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It's all about data. Calling data in this case. Recently I received several questions regarding the
It's all about data. Calling data in this case. Recently I received several questions regarding the reporting options when using the one-click calls and call tracking functionality within Pipedrive. Both from within the community and from some of my clients. On the one hand, people are not aware that calls can be monitored…
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Wrong translation in Korean : Workflow automation & Data import
I found out some serious wrong translations for Korean customers. Here I attached screenshot below. 1. Workflow Automation In Korean, usually '직위' means Job position, But in workflow automation this means 'Deal Title', So it must be translated '거래명' Instead of '직위'. 2. Data Import When Import Lead Data, In Korean version…
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Deals - Lost - View the "Pinned" Comments
When Deals are "Lost" with a Predefined reason and a Comment, you can only see the Predefined reason in the Deals list view. You can only see the Comments which are "Pinned" on the deal in the detailed Deal view. We would like to see the "Pinned" comments in the Deals list view as well. This assists us with analyzing why…
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Inconsistency Google maps plug In
Hi there, we are using Pipedrive for a half year now, and have some difficulties with the Google maps Plug in. please give me your thoughts: - Pipedrive is connected with our ERP system. - We send the address detail fields tot the API of our ERP. Sometimes there is no result or a bad result from google for the address…