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We need a Contacts Management platform Plan by Pipedrive (without leads and pipeline)
Sorry, we're leaving, as we already have leads and pipeline in our ERP (and it's no the pipedrive quality, but it's the internal choice..) In fact you have all the features we need in the professionnal plan * Shared contacts by teams with / OK * Sync to phones address book / OK * Web & App interface / OK * API But,…
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It would be great to be able to group the emails by threads/Conversation in the Deal view instead of
It would be great to be able to group the emails by threads/Conversation in the Deal view instead of having them detached along a (sometimes very) long timeline !
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Feature Request: Settings section for API usage
Currently there is a section in the admin Settings detailing Pipedrive "usage" with the amount of open deals consumed by the company along with other info. Since we also do API integrations and there are rate limits it would be great to be able to see how many API requests are available for the day for a given user and if…
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Email sync of blacklisted receivers and not blacklisted receivers
You don't want the emails to be synched which are written to your colleagues. Therefore, you can blacklist your domain. So far so good. But if you write an email to a customer AND add a colleague in Cc, the email will not be synched as well. In this case the emails should be synched. And in a perfect world you should have…
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Are my projects safe/backed up?
I'm feeling like the current system is workable enough for me to switch over my projects into here and to no longer use excel. If I do this exclusively though, I just need to know my project information is going to be safe! I don't want to run two systems. I just want to work from the one place. I know this is still Beta,…
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How can I link the Google Calendar schedule created before synchronizing the calendar to the pipedri
Hello pipedrive users, I have a question about google calendar sync feature. How can I link the Google Calendar schedule created before synchronizing the calendar to the pipedrive?
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Need Files visible on Deals, but hidden on Contacts.
In our use case, we need to attach files to Deals, but don't want them visible on the Person/Contact. We have two tiers of users and there is information on the Deal (and attached files) that we don't want visible to all users. However, Person/Contacts need to be visible to all users. The ability to control how documents…
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Board view
Amazing that we have now PM. Now I can clean up my abused pipelines :-) Will there be a board view for the projects ?
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Awkard Translation: File upload by drag-and-drop
Greetings, I'm reporting another translation mistake in Pipedrive Korean version. In English version, this is what we see for file drag-and-drop upload. In Korean version, however, the translation is very awakward. 여기로 파일을 끌거나 컴퓨터에서 을(를) 선택하세요. The correct translation will be as follows: 여기로 파일을 끌거나 컴퓨터에서 파일을 선택하세요. Hope…
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Insights Reprort Visabilty
Apreciate if any body help find solution to limt the Visabilty of reports and insights betwen diffrent teams and mangers I have setup the teams and Visabilty groups and it is working great in leads and deals pipline , But in reports cant mange the visabilty between diffrent teams , only can mange even to see the whole…
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Automation Action Icons
It would be awesome to have icons on the top of the stage have have automations attached to them. For example... If I have an email automatically send when a deal moves to a certain stage there could be a little paper airplane beside or under the stage title. Or an activity icon if activities are created when that stage is…
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We use your Smart Data Search for client records. Currently we have to 'copy/paste' the required inf
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Transfer Signature to Signed Document (Signature Field)
It would be extremely helpful to have the digital signatures captured during the signing process mapped to and transferred over to the final, signed document for presentation. I know we have the Signature and Audit pages, but forms traditionally have signature lines/fields within the document itself, and losing this…
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Replace Smart Docs Pipedrive Logo with Custom Logo
When removing the Pipedrive branding from Smart Docs emails, it would be great to be able to replace this logo with a company-specific uploaded image. This would make for a much more professional looking and personalized experience for recipients. Not asking for all references to Pipedrive be removed, just swap out the…
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Merged: Who would like Pipedrive to prioritise multiple subscriptions (not having to add a new deal…
This discussion has been merged.
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Restricted custom fields
Hi, It would be great if Pipedrive had a possibility to make specific custom fields editable for certain users and/or user groups only. Restrictions could be added via field editing window, where certain users and/or user groups could be added to some kind of a list. Are there any plans to have such feature? E.g. There…
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implementation of the mailbox functionality
1. adding recipient folders to the mailbox where they can receive a lot of incoming calls 2. team chat 3. Possibility to add a target for the number of products 4. Add file folders on deals 5. possibility to create recurring appointments in the calendar
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Feature suggestion--Let me move the kanban cards up/down within columns.
I sent this request on the chat, but the Pipedrive agent said I should also place out here...hope this is the right place. I hate the fact that I can’t move my deal cards in Kanban view in the order I want (up/down within a column). Some deals are more valuable and I always want them at the top.
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Make "schedule new activity" as default
In the new excellent dial functionality you can tick the check-box if you like to schedule a new activity. To be harmonized with standard PD functionality I suggest that the check-box is ticked from the start and can be unticked if a person does not want to plan a new activity. It is a risk you forget to tick it and the…
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Activities to be assinged to more than one user
We work in a team of 2 at all times. Pipedrive only allows me to assign to one user. Is there anyway more users can be assigend and Activities created automsticslly into everybody's diary?
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Create a Workflow Automation Triggered by Email Tracking Status.
I would like to be able to create workflow automations based on the status of the last email sent (if they have opened/clicked on the link/replied to an email). I am part of the workflow automation beta and it is not available to me. Is it doable?
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Information on "private" or "shared" on deal level
You should be able to see wether a mail is set on private or shared also on deal/contact/organisation level (as you can see it in our mail inbox). This would help also identifying the really important messages and saves a lot of headaches. Like this (please take note of my artistic design ;-) ):
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Would having a survey / feedback tool built into to Pipedrive add value for you and your company? #s
Would having a survey / feedback tool built into to Pipedrive add value for you and your company? #survey #feedback #response #automated
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Add filter to workflow automation, enabled or disabled to filter the live ones.
Add filter to workflow automation, enabled or disabled to filter the live ones.
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New feature request: restricted visibility of selected contact fields
I would like to request a new feature to be added to Pipedrive where you can restrict the visibility of certain contact fields from groups of users. The reason this is necessary for us is that certain fields contain confidential information (e.g. previous investment value) that not everyone should have access to. It would…
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Merged: Different detail fields for different Pipelines
This discussion has been merged.
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Email Sync on Sales@companyname.com
It would be very helpful if the SCRUM/Dev team would work to solve the shared email account for multiple Pipedrive users. Email clients and other platforms have solved the duplication concern and it seems like it would be a high priority for a CRM to have this feature. I purchased 2 additional users seats for the sole…
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How good would it be if we could change the calendar view from 1 hour slots to 30 mins or 15 min slo
How good would it be if we could change the calendar view from 1 hour slots to 30 mins or 15 min slots like Outlook... I make a phone call every 5-10mins in my role at some stages and when in calendar view, I cant read any of the headings as they are too bundled.
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Automatic generated number for new offers?
Is it possible to assign a quote number by default?
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Required fields when moving deal to new stage
Do anyone else experience getting this pop-up message when they move a deal to a new stage despite the required fields being filled out already? Is this a bug? I get the point of the pop-up when there are required fields you actually must fill out to move to the next stage, and appreciate that you can fill them out then…