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Using dates to trigger Workflow automations
HI Pipedrive, It would be incredibly useful to use a date as trigger for a Workflow automation and to auto-populate date and time custom fields when using scheduler. Examples below: * Trigger an action x days after a date * Trigger an action (eg an email reminder) x days before a date * When sending booking invites out to…
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Deal Age filter
It would be great to see , for example, deals that are greater than x days old/since updated, as this helps to identify and drill into anything that is not moving when working with a large number of deals
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Label Field in Email template
Is it not possible to use the Label fields in email templates or am I missing something? If thats the case are there plans in the future to allow the use of Label values in email templates?
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Adding tasks/subtasks in a deal
I'm missing some sort of checklist within a deal. I understand you have the "Project" environment in which you kan keep track of things after you have won a deal. However, when I'm working on a deal a lot of the times my offer consists out of multiple big "parts". I would like to keep track of which parts of the offer I…
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Multiple attachments in WebForms
There should be possibility to add more attachemts in Webforms within the total documet size limit.
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Company Branding
Hi I couldn't see the answer anywhere. How can I add my company branding, font colours etc to my email templates? I have specific colours that I want to use and not the ones in the colour picker. Is there an option for that as I couldn't find that anywhere. If we don't have it, then can we please? Ideally I want send my…
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Enable Related Organisations Field throughout Pipedrive
I already posted this as a comment to another suggestion but just to be sure it gets noticed :-) It would be really great if the field Related Organisations is made available in other parts of Pipedrive. Currently you only have access to this information on the Organisation Detail Page and not having it on the Organsiation…
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Configurable Deal Cards??
On the deal cards in pipeline view, you can see the title, value, owner, organization in the little card. It would be great to be able to configure this view to add a due date or next activity date etc. to this view so I can see critical info at a glance.
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Show prospect's time
Show the time where the prospect is according to their listing. This would help us from calling someone at an inconvenient time. I know I am constantly looking at locations and figuring out is it okay to call them now? And sometimes I get on a roll and forget to look and all of a sudden I am getting some out of bed in…
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Deleting Campaigns
Is it just me that needs the ability to delete individual campaigns? They might have been either production tests (not just sending the 'test email' that doesn't pull in variable data), or long finished. this could be archiving if cannot be completely deleted for audit reasons, but some are best just deleted.
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Relational Fields
It would be great to have relational fields that only display when a core field is filled with a certain answer. For example: Field 1 is Business Type with Single Option Select of End User, Partner, etc If Partner is selected additional fields 1a and 1b would display for additional information e.g. Accreditations and…
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Are fixed-value discounts ACTUALLY this difficult?
Here's me trying to apply a simple $300 discount to one of my products. Please tell me there's a proper way to do this? I can't believe this level of pain is the only way.
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Subject Filter on Activity Insights
Hi, Just explored the activity insights and found that I couldn't find the "subject" filter. Would it be possible to add this filter to it? Thanks in advance Best regards Rizky
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Person custom fields only visible on specific pipelines/stages
Hi I'd like the ability to hide/show Person custom fields on a per Pipeline basis case please. An example use case is as a mortgage broker, I have seseparateipelines for mortgages and insurance. So I have a bunch of insurance-specific Person custom fields which currently also are visible in the Mortgage pipeline,…
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Possible small bug
I uploaded a pdf to a deal record and the number that usually tracks the number of files associated with that record did not update. The contact and company record did update showing that 1 file was associated with the records. At the time I uploaded the file to the deal the deal was set as lost. I did try reopening the…
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New Email Inbox - adjust column widths
In the redesigned Email Inbox, the column for the email subject is very wide, but the column for the associated Deal record is very narrow. Many of our Deal names begin with 'University of...' so it is now impossible to tell which Deal an email thread belongs to at a glance. Please give us a way to display more of the Deal…
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Activities Visibility
Hi there, as the owner of the company I´d like to have the option to set which employee has access to which activities. In the best case I can say employee A only sees his own activities and employee B (sales manager) sees the activities of employees A, C and D.
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Visibility Options on projects
We have a range of teams and ideally we would like the projects to be segmented as well based on visibility groups as with deals.
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Automatically send out dashboard/reports on a scheduled basis
Hi, I've produced several dashboards and reports that I need to send around the business on a semi-regular basis, or to external stakeholders. I'd like to have Pipedrive do that for me, for example, sharing our 'Key Metrics' dashboard as a pdf every Friday morning at 9am. A simple email subscription would probably be fine…
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Adicionar campo Data de nascimento para contatos(Add Date of Birth Field to Contacts)
English Hello, We are contacting you regarding our Pipedrive system used by WTG Corretora de Seguros e Vantagens. We use Pipedrive to retain information from our valued customers and to manage the workflow efficiently. In this context, we would like to make an important addition to better meet our customers' needs and…
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The expected closing date is late
Hi there. It would be great if we can see the deals that are running late from the expected close date Also would be great if we can create an automatation if the expected close date is late?
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Compose Email Basic requirement Feature Requests
Hello! I'm relatively new to using Pipedrive, and during my recent experience, I've identified some potential areas for product improvement. Specifically, I have a couple of suggestions for the compose email feature: It would be great if I could conveniently include a few individuals in the BCC field while keeping my…
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Whatsapp Business
Hi dev team, Please can you look proactively sending out messages to contacts via Whatsapp Business / Twilio in the Pipedrive platform. I appreciate the responsive capabilities in the lead gen section. We currently use Front and prefer to use Pipedrive for everything. Separately, to respond to Whatsapp Business message in…
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Ability to report on Participants
Please allow reporting and/ or view for PARTICIPANTS attached to: Deals Products Other This has been requested for several years and yet to see it resolved.
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Won + open subscription revenue deals feeding into revenue forecasting
Our company has the ambition to build a recurring revenue base. The first subscription-based agreement was signed in August and there is a pipeline of open deals, all with monthly revenue. Deals are typically generated in USD and EUR, whilst our local and reporting currency is NOK. We have therefore looked into the…
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Dropbox on SmartDocs
Smart Docs - Please add Dropbox to the choices for connection. It's all we use in our company and we would love the SmartDocs feature. Thanks!
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Notes Section
Notes Section. Why does it show emails and then it puts those with attachments in Files? All this does is clutter up Files unnecessarily and they are duplicated. If a file is important enough to be put into Pipedrive File we would just upload it. It's already in a email why duplicate this? Why isn't there a quantity on…
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Insigts
Reports or Filters needs to be able to find Deals with Attached Files or missing them. It's a great insight to check data is entered correctly. In our situation we automatically have a PDF attached to the quote or order File in Notes Section
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Fix Fields
Hide Fields or Delete fields that are required by Pipedrive. We only want to see the fields we need to see. This saves would save us a LOT of time. We only need to see what we need to see. There is no reason to clutter the screen with those Pipedrive required fields.
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Products Section
Products section needs a lot of work. Part a CRM is for Reps to forecast sales. Pipeline and how much commission is in their pipeline. Problem...how do you track products if you have a Deal with more than one Supplier. Example...if you have a Deal that has products from one supplier for 25 Apples and another supplier that…