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Expand insights reporting to include cost metrics
Would it not be possible - and make sense - to expand on the capabilities within Insights, so that the cost metrics (cost per unit and direct costs) form part of the reporting? For instance, I would be fantastic to see a gross margin report that clearly shows what is earned on each deal and/or product sold. As we spend…
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Customizing the Scheduler
I'd like to see the ability to customize the scheduler with our company logo instead of the Pipedrive logo. Any chance of that happening anytime soon?
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Purpose time option in email limits you to 4 clients per hour!
Dear team, With the manage availability option and pick a time option, it prevents to book the same timeslot with multiple clients, is there a way to implement an option to overrule the prevention of double booking? Because of the limitation of 4 clients per hour(where we sometimes have 15 per hour) it is therefore…
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How to get rid of non-deal related items in Emails and Activity reports?
Terribly disappointed in the Emails and Activity reports/insights. We upgraded to the more expensive package to enable full 2-way sync, so we can get rid of manual BCCing, but now it turns out this renders both Emails and Activity reports essentially useless, because these include ALL emails and meetings. The only way to…
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Upload Organization picture/logo to find deals faster
It would be great if I could upload an Organization logo, much alike People pitcures, having the option to enable or disable them in the pipeline screen. When we have many deals in our colums, it is faster to locate them by imagem than text, once the column's ordering criteria it is not very clear. Actually, that was a…
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Adding Activities For Multiple Contacts at Once
is there any way to have them put in a feature where I can select multiple contacts and add an activity for all of them at once? I spend a lot of time just going back and forth between screens so I can add contacts to an activity list for a day. Seems like a quick and easy feature that could be added that would make this…
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Follower in Project
It would be better to add followers in Project! (Usually do project not only just one assignee but also several people help that)
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Events are not activities: getting rid of the need to tick calendar events in Pipedrive
Hi there, Signed up today due to a sales programm where the advisor told me to do so. I'm amazed how Pipedrive lacks features I thought where basic and that I benefit from in Zoho CRM. One of them is to treat events differently than tasks. Events are in my Google Calendar. They are how I spend my time: meetings, piano,…
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Campagins module = Increased options of "merge tags".
For example if i want to send out an email with: "Dear (customer-name). We have now registered the deal (deal-name) as (deal-status) . We are happy to start working on your project, and has noted that (custom-field-delivery-date) is the day, where you want the package to arrive. Best regards (pipedrive-user-name)…
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Merged: Add possibility to edit other user automations in read-only mode
This discussion has been merged.
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Variable Monthly Goals
Hi Pipe Community, After some good comms this week with tech support, we've established that each goal insight widget allows only a single goal value. That is great for a playbook where you may be after making a set number of activities of a certain kind each month. The situation we have however is that we wish to measure…
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Entering Deals and Adding Products
When entering a deal and you add products, why doesn't your cursor automatically go to the line when you click on Add Products instead of you having to click on the new line? There are too many times I click on Add New Products and think it goes there and when I start typing, it thinks it's short-cut keys and knocks me out…
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Add Multiple contacts to Existing Projects
Hello Pipedrivers / Hello Pipedrive Experts, My team and I would like to see a feature added on Projects where actually you can add a person by typing his “name”, but it would be fantastic if we could either add a filter of the operation we want or even have a list through checkboxes to be ticked. Thanking you
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Add Person to Existing Deal
I would like to see a simple feature added where on the person's "card" you can add them to an existing deal. The only option at the moment on the person's card is to add a new deal. In the projects section of a person's card, you can link them to an existing project, but for some reason, you cannot link them to an…
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Entering Meetings for different time zones.
I subscribe to an appointment setting service in the USA that allows prospects to book an appointment for an advisor to select. The prospects could be in any timezone in the USA. I would like to add this meeting in the timezone that the prospect chose, so that when I send them an email or meeting invite I refer to their…
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Better Timezone management
I am trying out Pipedrive but the timezone features are really lacking as I am living in Vietnam but work mostly for European clients... And I have also US contact from time to time. Here some improvements : First it will be good to be able to change the "detected" timezone by the one we want, manually. A second easy…
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Remove activities from the main list
Hello.I think it should be possible to have the activities from a project NOT show up in the standard activities list. If we have many project ongoing, it clutters up the activities a lot. Could we maybe have a toggle?
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Typo in the tooltip of the required fields while editing data fields
Greetings, I'm reporting another translation mistake; to be precise, it's a typo. * Where to find: In https://app.pipedrive.com/settings/fields, click an 'i' button to open a tooltip about required fields. * What you expect to see: a word '입력했는지' * What you see instead: a word '입력헀는지'. In summary, the vowel in the third…
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One Click to Expand ALL Notes
Wow, wouldn't it be great if there was a single button click that would expand ALL notes on a deal page?
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Why Deal history default filter is now Activities and not All, and how to permanently revert?
Hi there, A minor but annoying issue was raised by my team today. Apparently, the default filter in the Deal history view is now Activities, not All. For example, see below when you refresh a deal page with Notes attached. As you can see, there are notes attached to this Deal - however, they are hidden because the default…
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Planning Meetings for different time zones
It would be a great feature for planning meetings to know the corresponding time to your time zone. I am using this website: https://www.timeanddate.com/ But there are calendars outside of Pipedrive which allow to plan the meeting in a time suitable to everyone:
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When creating a new task, it would be nice if it could be duplicated with the same info as the origi
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Email automations required for Pipedrive Campaigns to be useful
It's difficult to consider Campaigns a marketing tool without the ability to create email automations that enter contacts into a preprogrammed string of emails when they meet criteria. I can't switch until that functionality is added. Calling a single email scheduled for later a "campaign" is a stretch.
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Dealing with duplicate deals due to multiple demo / form-fill deals.
Hi all! We've been using PD for over 7 years now and the problem of duplicate deals has been ever growing. I wanted to understand how you are dealing with your demo / query deals. A bit of backstory on how we create deals at our organization. We work with broadly 2 types of deals. Different sales teams get in touch with…
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Suggestion : I'd like to suggest ability to create custom pipe source
Hi, We have a use case who is not possible with current pipe drive feature. If you know Jira the feature is the same than the ability to create a custom JQL request to have your own Kanban. Here in pipe drive the problem is this one. Every people aren't segmented on the same business but do not want to witch pipe. They…
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App panel objects limit
Hello, App panel is a great feature but it's limited to 10 objects. Is there any chance to increase that limit? It's useless for us with this limitation and it shouldn't be a performance or security problem to improve it.
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Merged: Track google ads conversion with webform
This discussion has been merged.
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Feature Request: Sign In as (Impersonate) User
Hi! It would be great if I can use my administrator credentials to sign in as any particular user in my org. This would allow for my IT team to troubleshoot and fix any issues with email sync, profile name, profile picture, email signatures, caller and more. We currently have to remote in interrupting our reps whenever any…
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Ability to add icalendar
Hi Pipedrive Team, It will be great if we had the ability to add an icalendar to our emailing, so the receiver can save the event directely to his agenda. Thanks.
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Google Drive Shared Drive/Team Drive Integration
I am wondering if Pipedrive supports Google Drive integration for Shared Drives. Currently, it seems that I am only able to upload files that exist only in "My Drive" in our Company Google Drive instance. Our organization keeps all deal-relevant files on shared Drives and therefore the google drive integration is useless.…