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Customizing the content of calendar invites
It would be of great value to have the option to customize the content of the calendar invite email and what it includes. For example, I would love to remove the organization's name from the body of the email. Organizations in our database have unique codes and are formatted in ALL CAPs, so having the name show up in the…
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Editable Side Menu
Why doesn't pipedrive allow us to edit the side menu and remove unused icons like campaign and projects? It makes what is otherwise a clean and simple dashboard, cluttered. If you aren't interested and subscribed to the add ons, you shouldn't have to continuously look at the icons. It's enough to make me look for another…
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Folder/label sync across email sync tool
Currently, the email sync tool purely brings in all emails in a list. I use folders/labels within Gmail to sort out my life, so would be good if these translated to the email sync to make it clear what I am up to!
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Activity Owner Automatic Assignment and Lock to User That Marks It Complete
I believe it would be helpful to have activities be assigned and locked to the user that marks them complete. or an additional data field for tracking who marked the activity complete that can't be edited. This is important for accurately tracking and knowing who has completed activities in a way that cant be edited by…
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Possibilité de modification des champs de donnés par défaut
Bonjour, Il serait plus que bénéfique de pouvoir modifier les champs de donnés par défaut. Merci de faire le nécessaire.
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Pipeline by Product
Hi business world, I have a freight forwarding company, I am selling ocean freight by TEU or LCL, and air freight by KGS. As freight price is changing every weekly level, it's meaningless for me to see deal value as USD in my pipeline but I want to see how many TEU / KGS or LCL of this deal in my pipeline. Is this…
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Scheduler is very limited
You cannot embed it on a homepage. There is no dark mode available. You cannot get rid of the pipedrive logo.
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add custom fields to contact via scheduler
When you use a scheduler I have several mandatory questions but only questions as phone and email automatically gets added to a contact. When a person's answers to my mandatory questions (my custom fields) in scheduler be added to contact details directly after he scheduling a meeting?
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Dialpad Voip Phone Integration
Request: Integration with Dialpad phone service to sync voicemails, texts, call recordings to relevant contact records within Pipedrive.
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Anyway to copy a scheduler instead of redoing it each time?
Would be great to just copy and edit a scheduler instead of redoing (along with mandatory questions etc)
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Upgrades to Pipedrive's inbox
Hi guys, One of our clients is experiencing difficulties with Pipedrive's email client. Their sales team used to work with Apple's email client, and it has features that are missing and hinder their work. We narrowed it down to two features: * Search - in Pipedrive's email client, search only finds text in the email's…
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Email Search
Hey Pipedrivers, It would be really helpful if the User could search for an email using unique information from the body of the email. Currently, the email search function is fairly limited.
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Color Activities in Calendar
I would love to be able to see more boldness to "Activity Types". For example: If we could apply different colors to each "Activity type" I could see very clearly and quickly in my calendar which activity is a meeting or which one is only a task. I have attached an image of where all the colors should appear... but the…
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Campaings: Revert order of row items in mobile template
lets say you have a row with two columns like this: ----- text | image ------ in mobile this becomes: ------ text image ------- I would like it to become: ------- image text -------- with a button like reverse order on mobile
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Import lead labels
Currently it's not possible to import labels when importing leads. We have some automations running based on labels, it would be useful that we can import them directly.
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Today option for contact date
adding a Today option to update contacts would be really helpful!
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Clickable/Linkable custom fields
Right now the only way to have something clickable - it has to be organization types, anyway to make it something else? Multiple raw that are not available for Organizations so I can't link multiple organizations
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Calculate the Stage Duration in Pipeline
Is there a way to calculate the duration not depending on the dates? as the stage can be changed a couple of times, Instead, calculate depending on the duration the deal has stayed in that stage, Example: the deal is currently in the Pending stage and has been for 5 Days, somehow it was changed to the Paused stage and…
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suggestion for Projects
It would be useful to have a "Participants" box for Projects the same as there is for Deals.
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Why can't you create and send quotes in pipedrive?
Surely quotations is an integral part of most sales processes, so I can't fathom why this functionality doesn't exist, especially when invoicing does ( and is fully integrated into Xero accounting and works perfectly) and you have to rely on third party apps. Presumably the same API that creates xero invoices can be used…
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Create leads based on incoming email
It would be great if leads could be created based on incoming emails. Example: Any email sent to leads+yourcompany@enqlare.com create a lead in the inbox. We often get emails from our website and other forms that generate emails to a sales inbox.
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Company Financial Year setting
Hi - it would be really useful if, in settings" I could tell pipedrive when my financial year started and finished (which is not the same as the calendar year. Is this possible or on the list to be done?
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Merging Products
Hi there. I think it would be great if it were possible to merge products. It is possible to merge deals, contacts, organizations etc. but not products. Please let me know if this can be made possible. Thanks
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Email Alias
Dear Pipedrive Team, it would be lovely to be able to send mails from pipedrive with alias adresses. I use mainly gmail but with an alias email adress. Unfortunately when sending from pipedrive, the mails don't exist in my gmail sent box (neither in the inbox). So unfortunately i can't use pipedrive, all my 10 year…
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email search function
Hi, * Is there a specific reason why the search function will find only the contact information and topics, but not the information inside the email? And is it possible to add in the near future this solution also? * The second feedback would be a similar email/search function request but inside the android app. I can…
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Lead differentiation.
Can a lead have different fields shown depending on the type of label I give it? If this is a useful thing for you as well, please let the community know!
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When will you integrate with ClickUp
I have researched different task management systems such as Trello and Asana, and ClickUp is the newer player in this field. They seem to offer better value and ease of use. I see that you integrate with Trello and Slack. Will you integrate with ClickUp? If so, when?
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Product - allow for a default duration - example 12 months
When we add products to a deal we have options to change quantity, price and duration. Both quantity and price can be set as default values on the product setup. However I do not think there is a default for product duration. Many of the products that we sell are 12 month subscriptions. It would be great if we could set…
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Products shall have the option to add a photo
I think adding a picture to each product will be very helpful.
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Request for activities without dates
Hi there! We make avid use of templates for our projects. I would like to be able to include activities (not tasks) in these templates WITHOUT a set date. That way I can create placeholders for meetings that occur within each step of the project, without having to assign dates before they are set and just simply fill in…