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Scheduler link parameters
Hello ! It would be really nice to have the possibility to choose the language of the scheduling pages, as well as to be able to fill in the customer's contact information in advance in the URL. Like so : https://xxxxx.pipedrive.com/scheduler/xxxxxxx/call-deal/?lang=fr&email=doc@brown.com&name=Dr Emett…
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feature request: non-integer products_count on 'deals' endpoint
The reply on the deals endpoint produces a products_count that is rounded. I can get non-integer numbers of products on the deals/{dealid}/products endpoint, but I need a separate api call to do so. Can you add a property like 'rawproductscount' that contains the unrounded number of products?
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Sidebar Boxes
It would be super helpful if there was a way to customize the boxes in the sidebar like details, person, organization, etc. I know that you can hide and rearrange those boxes but it would be nice if you were able to add in your own box with its own fields. Especially in the real estate industry, there are different stages…
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Monetary display non cents
Does anyone know how to get Pipedrive to be consistent/uniform in its display of monetary data? It seems to only show cents (US) if there are any to show. For example, $5,400.50 displays correctly, but $4,432.00 should ALWAYS display "$4,432.00", not "$4,432". See these examples of inconsistency that hinder readability:
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Is it possible to have this open in a moveable window to all visibility of the record notes etc....
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WCAG Guidelines
Hello, is Pipedrive updated and current with WCAG guidelines? If yes, what version is it? Thanks in advance.
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Unsubscribe template
Is it possible to Change template when user click unsubscribe button? For example, to personalize topic or localize languages. thanks!
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Emails linked to Leads and Deals
Hello, Here is the issue I'm facing: * We create LEADS in Pipedrive. * If they reply, our email automation tool automatically creates DEALS. * As the contact persons are present in both LEADS and DEALS, we can't see the email conversations in the DEALS Is there any way we could make sure email conversations get marked to…
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Cancel and Save Buttons to close together
Interested to see if anyone else who uses Pipedrive has this problem. The cancel is right next to the save button so if you slip a bit you accidentally click cancel and lose all the notes you've just typed! Is there any way of changing it so that the cancel could be the other side of the box or even just remove it as you…
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How to discount scam filters from the open/click through stats
Hi there, I have recently sent out a campaign and was excited to see so many opens and click throughs - however I think that the figures are inaccurate as this may be recipient spam filters checking the links - is there anyway to discount these from the reports? #Spamfilters #Campaignreporting
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Resubscribing, new Opt In after Opt Out?
It is a great feature that contacts can subscribe by filling out a webform. But it does happen, that contact unsubscribe and make up there mind later down the road and want to subscribe again. It seems that this is not possible as of now. If a contact unsubscribed and fills out a new form with the wish to opt in again,…
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IOS app feature request. Add sort by date in contacts import
To make process of searching and adding last contatcs to pipedrive from ios contacts, please add "Sort by date" option in contact sync
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Exporting All Leads (Archived and Not)
Currently there is not a way to export all leads the way you can with deals. To accomplish this, I would like to suggest two possible solutions. * In the Insights tab, the data based on deals has an export button but there is no such option for the lead-based data. With the archived and non-archived data already mixed in…
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Merged: filtering details per pipeline
This discussion has been merged.
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Locking fields so they can only be edited by Admins
Is it possible to create a custom field that is either just there for reporting or can only be edited by the Admin? We want to track the source of the data and will be using multiple sources. We will then be able to report where each deal came from and which sources were more profitable. I can create the "source" field and…
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Lost deals Insight report - comments missing
We have recently changed the way we report lost deals in Pipedrive from using custom fields to using the Pipedrive default Lost Reason and Comments fields. The Comments field, which is where ALL the value is, cannot be reported on. I can't be pulled into an Insight report. This data is added to a deal as a note. Please add…
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GMail / G-Suite support for multiple domains
Gmail / G-Suite supports sending from multiple domains. However, sending from PipeDrive when integrated into GMail only support sending from the primary domain and allow you to use any of the other domains.
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Merged: Domain aliases in Google workspace as sending domain in PipeDrive
This discussion has been merged.
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Merged: How about Tags for activities, have you consider that ?
This discussion has been merged.
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To-Do List
I vote to have a section of the site that is a to-do list that is not directly correlated with a date or deadline but acts as a reminder for long-term, ongoing tasks/projects
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Fine-Tune Email Tracking
I've noticed that if I happen to open an email that I've sent for whatever reason (maybe to Ctrl-C some copy, or to check what I told someone), email tracking counts it as an open. It'd be great if you could exclude user IPs, or synched email addresses from counting towards the engagement totals - I leverage the engagement…
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Need the ability to template the title of smart docs
We create a few documents per deal (a quote, an agreement, etc.) all documents (even though created by different templates) come out with the same title in Smart Docs - it uses the deal title every time. It would be useful to create the title as part of the template
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Sending delayed emails - creating short email sequences
I am looking for an automation option to send email sequences. I want several delayed email messages to be sent at a particular time in future, for example, several follow-ups to be made after a week, two weeks, month.
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I'd like to have the ability to link to a dropbox (etc) folder from the organisation view
Hiya, it would be super helpful to be able to add a link to a folder from a custom field in the organisation view. A number of my clients have many many files that are gathered over years so uploading them to their file in pipedrive isn't really practical as it would take too long to scroll down to a particular one via the…
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Selective email syncing
We migrated from another CRM, Close, where we first manually had to enter a lead's email address, and then the email syncing kicked in. I loved the fact that I could work in my normal mail client, wherever I was, and did not have to worry that many of my unwanted emails get synced to the CRM. It would be amazing to have an…
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Editing teams workflows and ID'ing what's running
We need the ability edit our teams workflows, admins should be able to edit or adjust anything and right now that's not the case. Also, the ability to identify running workflows to help debug what's triggering and adjust if needed is essential.
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workflow automation to create event in the future
not sure if this is possible to create, but it would be really useful to have a workflow automation that was able to create an activity a certain period of time after the criteria were met. for instance, we run projects and more than ever our costings are constantly changing. it would be cool to have an automation that…
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Feature request for Pipedrive Campaigns to allow changing Pipedrive Person marketing status from Uns
A Pipedrive Company will likely test different features of the new Pipedrive Campaigns to decide whether it is the right tool for them. While testing, they are likely to use their own work email adresses. Once the unsubscribe feature has been tested, it is impossible to change the marketing status back to subscribed again,…
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Leads and contacts
Why are the leads sections not automatically populated from my contact list? I just want to convert some of my contacts to leads, is there an easy way, and not one time bulk, to do this"?
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Font choices in Pipedrive Campaigns
We are heavy Pipedrive users, so we were beyond happy when we saw that Pipedrive Campaigns was launching so we could migrate over from Mailigen. I spent a few hours yesterday creating a template for our company: setting up header, footer, contents, imagery, logos, etc etc. I then copied in some pre-planned text from a…