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Calculated Fields
Allow for use of a calculated field in a formula for another calculated field. For example, Say I have three manual entry numeric fields that have been calculated into a calculated field called "Total". Now I want to use that total value to multiply by a pricing factor (which would be entered in a separate field) to be…
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Being able to see both the total price and cost of jobs on the deal page
Currently you can make products and add a sales price as well as the cost. However, on the deals page when you add products it only give you the total sales price. I would like to be able to see both the total sales price as well as the true costs,
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Funnel related activities
We have some departments, and each one have more than one funnel, with activities specific to each one. It led to an extense list of activities, even though most of them are funnel related. It would be useful to edit activities to be funnel-related, thus reducing the list of available activities on each funnel.
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Show products from all deals on customer/organisation
I would love to have a list of all the products that has been sold trough deals to be show on the organisation. Then we could easily see what kind of products the org. has bought and what we need to have support on. Maybe some of the products need to have an SLA or warranty on them. You are working on a support system…
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Rotting Projects
Has the team considered doing something similar to "rotting deals" but on the project level? It would be helpful for people in charge of account management teams, like myself.
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Revenue Forecasting Advice
Does anyone out there have experience using revenue forecasting reports within Pipedrive Insights? Looking to use "Payment Schedule" to report revenue but only seeing option for filter by "Expected Close Date". As a contractor, we don't get paid immediately upon signing a contract. Jobs can take months to start and only…
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Use organization/person custom fields in conditions for Deal Automations
Hello pipedrive team, it would be a great addition, if we could use custom created fields in a person or an organization, for the automation of deals ("Deal updated", etc). Custom fields can be changed in the deal automation, but they cannot be accessed for conditions. At the moment only custom deal fields can be used for…
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Filter: Show deals which INDEED reached a certain stage (and not only came past it)
We sometimes have "fast forwards" for deals in our sales pipeline. For example sometimes customers don't want a presentation of our product but directly buy that product. Then we directly forward the according deal to the "sold" stage i.e. the deal skips the pipeline stage "product presentation". If I now create a deals…
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View that blends Leads and Deals
Can a view be created that shows my leads and deals on the same page? I like to give my referral partners a weekly update, and I need to pull the data from both. Right now I have to export both and merge them in Excel.
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Pipedrive/Asana Integration
Currently, the information that can be transferred is with the Asana Integration from Pipedrive is: Deal - Title Deal - Value Person details Organization details Pinned notes Is it possible to update the integration to include Deal Details as well? These are often the most important details of the deal from our team and…
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DARK MODE for Pipedrive?
I have a "crazy" idea: DARK MODE for Pipedrive??
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Allow Deal Filtering by Followers
It would be great if you could filter Deals in List view to include Deals that you Follow. In addition to viewing Deals that you own, some of our users need to also use List view to see Deals that they follow, even though they may not be the primary owner of the Deal.
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Increased Size Options for Pictures of Contacts/People
The Contacts/People tab is excellent. However, I wish their image in the top left could be adjusted in size, so it is easier to see their face. The photos are tiny, and often we can't tell what someone looks like when pulling up their contact info. Suggestions: Allow for a back-end setting that increases the size of these…
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Product Unit Price (Without Tax)
Dear Pipedrive, This is regarding smart docs and product price features. For quite obvious reasons, we are frustrated that you have added the option to add the subtotal price of all products without tax, but you have not done the same for the product unity price. Would it be possible to have an option where you can show…
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Email tracking/opens visibility for all users
Currently, only the user can see the tracking for their email sendings. But if we work as a team, and the contacts, emails & deals are shared in the whole company, we like to see the tracking/opens for all the communications done by other users. It would be of a great help if we can do this.
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Merged: Dark Mode/Night Mode
This discussion has been merged.
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Syncing Emails: A new setting to allow "Sync Only with Pipedrive Contact"
We have recently discovered a major breach of confidentiality with syncing emails, and the workaround involves setting up numerous folders to choose which you want to sync with Pipedrive. This is a bit of a hassle with Inbox folders but a real problem with Sent emails. Either all sent emails appear in Pipedrive or none.…
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Webhook Connector for Microsoft Office
Extremely simple to set up for Pipedrive. Connectors developer dashboard - Outlook Developer | Microsoft Learn Register New Connector (office.com)
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Improve visualization of multiple stages pipelines
1.- For pipelines that it has too many stages, let's say over 10 stages (and when it is not negociable ):, to have the ability to spread the view with a horizontal scrolling at the button will be very useful, other wise it is looking very weird like: 2.- In the last case, present a better solution to show the names of…
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Feature Request: Ability to exclude Calendar items marked as Private
We use Calendly which allows clients to schedule available time on my work calendar however, there are times when I have a personal appointment during the work day that needs to be on my work calendar but not synched to Pipedrive. Having the ability to exclude calendar items marked as Private would solve this problem.…
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It would be nice to be able to use custom fields in automation triggers
It doesn't look like custom fields are available to use in automation triggers, unless I'm missing something. I.e. I want to use the deal contact person's country (which is a custom field on the Person) as trigger.
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Improve the UX by removing "sales spam dots"
There is constantly a dot taking my attention when I look at the menubar. When I click on for example Projects I cannot remove the alert or better remove the project button as I am never gonna use this feature. Same applies for Campaigns. The dot indicates that there is an alert for the section but there is not. Only…
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Display all contact phone#s on the lead page
Currently when viewing the lead details it only shows 1 phone number even if the contact has more. I'd like to be able to know there are other contact numbers for that person available and even dial them right from the lead.
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White label?
Hi - love pipedrive. But we need white label. Talked to Pedro in support - very helpful - and he says this is not available. Are you planning on developing this and when would it be ready?
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Email more than Deal Owner or Person associated with deal
Good Day, I would like to have the automation function to send an email to the participants in the deal. This category exists on the deal and the data is there, I would like to be able to select the option when building an automation to be able to select from the participant list. This way I can send a deal to all of the…
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edit/hide default fields
Hello, I would love the functionality of being able to edit default field names or just be able to hide them from users. Example "set expected close date" would love to hide this field and then make a custom field called "appointment date". OR just be able to change the name of the Default field to Appointment Made.
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beeing able to Cc other users
You should never create a contact (person) of yourself or other users or colleagues. This would cause dangerous situations because of the email sync. But this is not the topic of this suggestion. I would still like to Cc other users in emails without typing the entire email address. Other users should automatically be…
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Interactive Map on web
Hello, I do most of my work out in the field, but I use my laptop as well as my tablet and phone. I like how there's a GPS/map feature on the phone, but not on the computer/laptop. This would aid in my scheduling and routing my days when I'm at my computer scheduling my next week(s). Thank you
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Workflow Automation - Update Marketing Status
If a contact/person is created from a webform where they have opted in, I'd like to be able to update their marketing status to Subscribed.
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Required fields are not required
Hello, I made in Contact "required field", but it doesn't work. When I'm trying to make a new Lead, where I need to fill as well information about the Person/Contact, so it lets me go without writing down the "required fields". Thank you for your answer.