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2022…iPad and Pipedrive playing nice?
Last year, someone posted that it’s useless to use Pipedrive in an iPad. Is this still th case?
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Automation Trigger - without an update required
I recently tried to build automation where the overall requirements were an organization falling into a filter i had pre-made based on a date field. However I realised that you cant use that as a trigger when creating automations, the organisation has to be updated in some way for it to be triggered. Please can the…
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PipeDrive prospector lead reporting
Hello, Not sure if it is a common problem or not, but I really dislike the way to report inaccurate leads. Let's say you have 100 leads to go through in a month. You have to wait ca 5 minutes to see if an individual email is correct or not- if it bounces back or not. My suggestion is to make it possible to somehow…
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Merged: External Newsletter Font Styles
This discussion has been merged.
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Wildcards in Filter Criteria
Is there a way to use wildcards in the search criteria? For example, People First Name Contains "*ob" to return all variations of Rob, Bob, etc. If this doesn't exist currently, is it on the roadmap or can we request it as a feature?
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Sync two calendars or more
Hi, In our company we work with at least two calendars per employee. One general and one employee specific. It would be great for us if we could sync more calendars. Thanks !
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Email Template Formatting not consistent via Pipedrive Mobile App
Hey guys, When i'm sending email templates through the Pipedrive mobile app (via the Gmail mobile app), the formatting from the template (hyperlinks, spacing etc) are all removed. Would really appreciate some help on how to resolve this. Thanks in advance!
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Merged: UPDATE - Individual Fields for Separate Pipelines
This discussion has been merged.
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Viewer Only Access
Hi Pipedrive. I was talking with my Customer Success Manager and she suggested I ask here when the Viewer Only access would be made available in Pipedrive. I have users who have full seats but don't actually interact with customers but they have access to periodically check in on files or reports. I'd much prefer to give…
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Adding automatic GPS coordinates
it will be very helpful to add feature that could based on GPS system from phone automatically fill such data in pipedrive. This is a great value while converting lead from PD to CRM and logistic system, as sometimes addresses are not very precise (or there is a typo done), while GPS is.
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Expand the Viewing Ability of User Activity History
Currently you can go onto User Profile (top right) and view the last 100 or so updates for any one user. However if this facility was expanded it would allow a manager (like myself) the ability to check on employees to see when and what they are doing throughout the day on a daily / weekly basis. I would like to suggest: *…
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Incoming Call Logging - Apple
Does Pipedrive have a plan for enabling call logging on iOS App? I know it can be done with Android, but why not Apple?
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Clean add deal view by not forcing required custom fields to appear
When making a custom field required, it will always appear in add deal/lead view as well. This leads to a confusing add deal view and is not necessary when the required field is only crucial in specific stages. Please leave the selection to the user.
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Request: Text Search for 'Single option' and 'Multiple options' type Custom Field
Greetings, I just found out that the text search doesn't support all the types in custom field; for example, text search doesn't work for 'Single option' and 'Multiple option' type custom fields: Reference: Search: Finding what you need from Knowledge Base Article. Do you have any plan to support text search for Single…
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Adding support for WebDav (CalDav + CardDav) for enhanced privacy
I would like to have support for WebDav added to pipedrive. WebDav is a protocol to sync calendar and contact data which is supported by many calendar and contact systems. The support of this WebDav protocoll would allow pipedrive users to: * Get independent from Microsoft and Google * Control their data ownership better…
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Please allow multiple organizations to be linked to deals
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Internal Knowledge Base
It would be amazing we there was a tab/page in Pipedrive where we can put general files, not connected to any deal/lead. For example, right now in our company we specified the processes in Pipedrive and want to document it and make it available to all users. The best way would be to have everything stored in one place -…
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Adding more labels to deals/ organizations / leads
That would be very useful if we could add more than one label, or if there was a possibility of tags and be able to also filter by tags
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Relatório de vendas por Produto
Pipe Developers, Tenho uma necessidade muito básica de ter um relatório de vendas por produto e o Pipedrive não fornece. Apesar de conseguir criar uma filtro de lista com as condições e variaveis de produtos, os campos não estão disponiveis para listar e depois exportar. Fiquei bem decepcionado, espero que estejam em…
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Subscriptions Widget Customization Please!
Hey all! Anyone else have a want/need for more customization in the Subscriptions widget? I've been trying to put a request in for several years now to add in a 6 month interval to Subscriptions, but I've been told I need more accounts to raise concern about it and request it. Please help me out if you can by commenting so…
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SmartDocs add Form
Hi, With SmartDocs it is now possible to create a document, presentation and spreadsheet. It would be very helpfull to have the option to create a form that can be filled out for every customer (for them instead of by them). Thankyou! :)
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Merged: Anybody interested in a Pipedrive Dark Theme?
This discussion has been merged.
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Any news?
Would love to show my collegues the pipeline/kanban view..
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Product Sold Report
WIth the new Insights feature will there be a report for won deals by product as there is in the reports section? This is critical to us using pipedrive.
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Bounce-Types
Is there a more detailed description about bounce types or the possibility to check the orginal bounce-messages? I have some contacts with the status bounced (blocked or hard) who also opened the email according to pipedrive. One of those must be wrong. Curious about the explanation ... Cheers, Thomas
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Auto refresh pipedrive
Hi, If my colleague puts a new deal into Pipedrive, I can't see it unless I refresh the page. Is there a setting that auto refreshes the page? Thank you
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Email Folders
Hi, Are there any plans for Pipedrive to develop the option of email folders? I want to use Pipedrive as my go-to single-use CRM without having to yo-yo to outlook. Many of my emails are not leads and general "info only" stuff that I still want to organise. If it's going to be a while, can someone suggest a workaround?…
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🌟 Smart Docs Signature-box Feature Request 🌟 I would like to add a signature box on a specific line
🌟 Smart Docs Signature-box Feature Request 🌟 I would like to add a signature box on a specific line in offers I send to potential customers. Now the signature is added on a blank page in the contract. But it would be nice to have a signature on a designated place in the document. To further explain have have added a…
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Reporting on organization and contact fields
I would like to be able to cross information from deals, organization, and contact in the reporting/insights tools. Currently, we've made some fields specific to organization and contact and we now need to replicate these to the Deal in order to report on them
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Adicionar fotografia do cliente pelo smartphone
Uma coisa simples que me ajudaria muito seria poder adicionar a foto do cliente a partir do Smartphone e não apenas só quando estou com computador. Colocar fotografia é uma prática que eu utilizo, da trabalho, mas me ajuda a humanizar o cliente. É incrível como pra mim isso faz diferença. Podiam também aumentar o tamanho…