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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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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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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…
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Manage country for Contacts as a code not as a text
In Pipedrive, "Country of address" is a kind of magic field that is filled automatically by Google when your type the address or when you import contacts. If you use Pipedrive with the UI in French, the country field is filled in French. If your UI is in english, the field is filled in English. So you have some contacts…
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Average revenue from deals
I was speaking with the support team about insights and how to build reports. I informed that I am wanting to build a report to show average deal revenue, per month, but was told that Pipedrive does not have this functionality and that it has been a regular request. Is this something that the DEV team will build? Kind…
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Person/lead option in Insights
The insights option is very powerful and useful. It offers 3 entities for reporting and gaining insights. However, there are two entities that is missing in our opinion. It would be very useful to have Persons and Leads added to the list of options to generate a report on. This could provide companies with so much more…
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Email to task
Hello, I believe this function is highly indispensable! convert any email received, to a tasks, for me and others person of team Please, insert this in the next future beta! I hope..thanks
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Text Formula Fields
It s great that we now have formulas for numeric and monetary fields. I would like to be able to use formulas for text fields, to concatenate strings and build URLs. My motivation for this request is the following: Let's say, I want to see if company x has linkedIn ads. And I have stored their linkedIn Url in Pipedrive. I…
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Incoming Email as Trigger to automation
I would like incoming email as trigger to an automation. I.e. if it has been assigned to a deal, share it within the organization or create an activity.
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Projects on Mobile app
We need projects on the mobile app! Please!
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Would you find it helpful to have multiple organizations tied to a contact?
Would you find it helpful to have multiple organizations tied to a contact?
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Allow mails and activities to be assigned to projects and deals
As of now, one needs to choose between assigning a mail or an activity to a project or a deal. However, often it would be great to have a mail or activity both being visible in a project and the corresponding deal.
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Removing Bounced Emails
Is there any way to ensure that emails that bounce/are faulty are removed from cadences?
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Product reporting
Hi all, I was wondering if there are any possibilities to have a more detailed product reporting. I have a lot of deals which contains several products / variations and would love to have the opportunity to breakdown the total deal values into orderlines (quantities, value, number of products). If not available in…
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Pipedrive Campaigns for RSS feeds?
I use Mailchimp today for my marketing emails. One important part is when I write new blog posts on my website to deliver them weekly in a RSS feeds campaign. That means that the RSS feed detect new article posted on the website and the use Mailchimp RSS feeds campaigns. The Pipedrive Campaigns looks great but as long as…
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Working hours for chatbot
It would be helpful to have working hours on chatbot vs. just online or offline. The front end user doesn't know when to expect availability.
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how can I forward an email to pipedrive (automation) and generate a deal/lead in pipedrive
how can I forward an email to pipedrive (automation) and generate a deal/lead in pipedrive
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[Feature Request] Automation trigger for Smart Docs signing
The smart docs eSignatures are a great way to streamline clients' signing on proposals and quotes. However currently we can't get a trigger from Pipedrive (either in Workflow automation or via API / Zapier / Integromat) when a document has been signed. Having such an automation trigger will enable to kickstart onboarding…
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Multiple Users In An Activity
Hi there, I've seen similar posts requesting for that ability to add multiple users to an activity but no useful responses to the issue. Is the only current workaround to add other users within Pipedrive as contacts so they can be invited as "guests" to an activity? Thanks!
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Change activity done time and date
As part of our reporting structure and KPI's, we have to hit a certain amount of activities per day. If we are out on the road all day, it is sometimes difficult to update all your activities done in that day. We would like a feature where we can adjust the 'marked as done' time / date so we can update our Pipedrive when…
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Colour Change on Graphs
Hi there, Maybe I missed it, but is there a way to change the colours on the graphs? I have a dashboard of column graphs and they are all green! Thanks