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read only iCal for selected activities
It would be really great to have the possibility to subscribe an iCal which represents activities selected by activity type. I don’t want to have the possibility from the calendar to add, modify or delete. Only reading events should be allowed, so that I can for example subscribe from macOS/ iOS and can’t accidentally…
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Tag or "@" other people and organizations in notes and activities
I know you can "@" other Pipedrive users in notes and activities, but how about using this function for other people and organizations. E.G. "Steve referred me to Mary in Purchasing," or "Steve from Org A told me Mary at Org B also needs help with this."
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Profile Picture linked from LinkedIn
It would be awesome if you link a customer profile from Pipedrive to their LinkedIn profile picture. Thanks, Leo
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Sorting possibility in the organization card of notes/activities/deals etc.
It would be valuable to be able to sort activities, notes, emails, files and deals so that you can only see your own ones (as an individual agent) when you are looking at an Organization or Person. For example we have one organization with 7 activities, 27 notes and 78 deals. Then it's difficult to find the ones that are…
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Regarding e-signatures
I wish you would stick to the core of your product and focus on the Leads feature and make it fully functional. Releasing s product that is not really working, not connected properly to insights etc. Increase your workflow opportunities... stuff like that. So many eSigning tool out there doing the whole sales enablement…
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Improvements to the Maps feature!
We are loving the Maps feature within Pipedrive! It allows us to easily create visuals around the locations of our customers and makes us look good to our external stakeholders. We have a couple items of feedback: * The Maps functionality needs its own home page! Much like the other useful parts of Pipedrive that have…
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Translation Mistakes: 'Variations' in Product
Greetings, I'm filing another translation mistakes in Product Variation. In English version, I have no problem at all. In Korean version, however, I have three problems. * 'Add variation' in the green button* '다른 상품 추가' means 'Add product' rather than 'Add variation'. * The correct translation must be '변형 추가' * 'No…
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Awkward Translation: CRM experience questionnaire during trial sign-up
Greetings, I'm filing another Korean translation mistake in trial sign-up, especially in the CRM experience questionnaire . In English version, I don't see any problem. In Korean version, however, we have a problem. All three answers sound rude and abrupt because they didn't follow the rules of Korean honorifics. The…
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Emails from Pipedrive
We are loving sending emails from pipedrive, and everyone in our company are sending emails directly from deals. We noticed that templates are moved to the top, after the Subject box. Is it possible to put them where they were, on bottom of the mail?
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Pipedrive should make Security Center & Rules standard across all plans!
In today's world of constant data security attacks and threats, it seems a bit misguided for Pipedrive to remove access to Security Center and Security Rules in the new breakdown for its subscription options. Soon, only Enterprise-level plans will have access to these very crucial features. It seems quite misguided for…
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Super excited to be here! :)
If I can help anyone, please let me know! I'm sure I will have a lot of questions myself so please don't hesitate to reach out!
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Ideas for PD Development
Hey, regarding the smart docs, is there functionality for a client to choose an option in the product table? Also, is there an automation function that allows auto populating of the product section in a deal when a deal pipeline stage is progressed and the deal is tagged with a label Xero integration - end users (sales…
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Is this community (management) dead?
Is it just my personal experience or are replies to topics in the pipedrive community (be it from other members or pipedrive employees) an absolute rarity? It is great to learn about new & upcoming features but interaction is key to a real community isn't it? Is there another place like reddit or other forums where there…
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Streamline prospecting
When working in an organization, you can see all the people that are related to that organization and without clicking on the specific person (just pointing your mouse there) you automatically get a new small tab that shows the person's email and phone number. My suggestion here is to also show the person's title, so I…
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Merged: Background color
This discussion has been merged.
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Support Deal Autocomplete field for Insights
Is there a specific reason why autocomplete custom fields cannot be used for insights? We do have longer lists of selection where autocomplete is very useful, but not having the option to aggregate autocomplete data in insights based on such fields leads to a very bad tradeoff. Any plans to incorporate this?
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Automatic update of Prospector Person Lead information when that Person has been added to Pipedrive
It would be a nice feature to have changes to Person information automatically carried over to Pipedrive objects when relevant updates occur. For example, if there are updates to contact information and also if the Person's job history changes... most importantly if they are no longer working for that same organization.
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Workflow Automation - Add a note to record
Currently there is no way for workflow automation to add a note to the record. Since activity notes are not searchable, I had hoped to create a workflow that adds the activity notes to the contact record making it easy to search. It seems this ability to automatically add a note would have other uses also. This is loosely…
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Show Leads on Map
Our outside sales process involves personal visits to leads. However, there is no way to use the "nearby" mapping feature for leads. Mobile only has mapping available for Organization, People and Deals to map. This means that we will need to create a full org/person record for the hundreds or thousands of leads in our…
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Workflow Indicator in Stage
I would like to suggest a new feature! I think it would be very helpful to have an indicator on any stages that have a workflow associated with it. Just something that when you are looking at the pipeline, there is a little star/shape/something that indicates there is something automatic about this stage. Maybe an…
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Better Address format for use with Zapier
The single line autofill for addresses is great when entering an address, but it is very difficult to do anything with the address in Zapier because it does not contain the zip code in the address field that Zapier has access to. I tried creating custom fields for the address to match the format needed in zapier (Address…
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allow export/import of custom fields, email templates, pipelines
We are onboarding many agents, I've been asking for this feature for some time now. We need a feature to be able to export the custom data fields, email templates and pipelines and general settings. It should be possible to create a template of pipedrive setup that works for one user and export that and import into…
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Other deal buttons than WON or LOST
When you have a separate pipeline for WON deals (duplicated after won) e.g. for the projects that result out of the won deals I would love to END those after everythings has been completed. So I don't want to delete those deals but END them. Is there a way or a workaround? #asking for advice # seeking help# new…
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What is the best app to use for bulk email campaigning?
My boss is wanting me to start doing bulk email campaigns and I was wondering what app everyone preferred for this. I currently have my Gmail linked to Pipedrive, should I be using something different?
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Deals and Pipeline set up for Saas Subscription products
Our SaaS product is sold on a Marketplace, each trial and sold licenses is converted into a deal in Pipedrive. I'm looking for advice on how to handle the deal once it is lost (ie: the trial is not converted into a sale, a subscription is not renewed...). Do you leave the deal in the Pipeline? Did you add a special lane? I…
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Public roadmap for beta testers
Is there somewhere I can see the roadmap of planned features and release dates? I've finally been added to the channel just as we're about to pull the trigger on ActiveCampaign, so it may still be too late.
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Recurring Revenue Subscription Period
Hey all! I am just posting to let people know that I just submitted a request to have a "6 month" option added to recurring revenue - I have clients who pay every 6 months OR year, and it would be really helpful to be able to have that option. Is anyone else in need of this? If so, can you help me by putting in a support…
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Campaign Template Editing - more clear buttons
So mine is simple and I feel silly putting this one out there. I had been building a Template and had made an error deleting a field - first time I really needed to "undo" something. My issue is that the "undo" function buttons are in the lower left corner and are so small that I literally did not see them and there was no…
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It currently isn’t possible to send one email for multiple deals – this would be a very welcomed fea
#Development + #feedback + #suggestion It would be very useful and save time being able to send one email for multiple deals.
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Reduced Size PDF Creation
Whenever I use the PipeDrive Smart Docs feature, I export my document as a PDF. The algorithms used though create a massive 2500kb pdf file (probably because of a large image I use), then I have to go into adobe acrobat and save the new pdf again as a "Reduced Size" PDF to get the file size to a more reasonable 359kb file.…