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Set Business Year End
Not all businesses have their fiscal year end match up to December 31st. Many have March 31st to match up with some government organizations. Our company picked November 30th, for example. It would be good to be able to set a fiscal year end date and then have the quarterly forecast reviews follow the users actual fiscal…
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Merging Products
Hi there. I think it would be great if it were possible to merge products. It is possible to merge deals, contacts, organizations etc. but not products. Please let me know if this can be made possible. Thanks
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Don't make product fields available if they are not usable in smart doc templates
All product fields look like they're useable in smart doc templates. You can even copy and paste the field merge code in the template. So imagine my surprise when the doc wouldn't populate with the field values. Turns out that the only product field you can use is product table. Which I only found out after contacting your…
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Please make the status filter visibility (in deal filter dialog) more prominent
See below. You can't even tell which of the four options is selected. (Lost is selected, BTW.)
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Activity Visibility Problems
We have notes and pictures that we enter into most of the activities we create, and it seems like a lot of our pictures are to large to be hidden in the notes. They're too small to use the "minimize" arrows in the top, meaning they can't be hidden, but large enough that they take up a lot of space in lead history. Is there…
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Ability to customize the summary view on reports
It would be nice if on the summary view you could customize which columns you can see. Just like you can do on the Contacts and Organization pages. This would help and be a nice feature so then we would see only the needed data.
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@ tag / mention user into an activity note
Hi, It will be so good to have the possibility to tag a Pipedrive user (thanks to @) into an activity note as it's already done for the note in a deal / contact / organization ... Thanks
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Bulk assign emails to deals
Hoping to submit this as a feature request: the ability to bulk assign emails to deals. I notice the majority of deals link correctly with the auto feature, but it would also be really neat if I could bulk assign/reassign emails to deals, especially when the auto feature gets it wrong. Keeping my fingers crossed!
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Would really like a way to link emails to deals in bulk!
I have a bunch of deals with the same people, so none of the emails automatically links to the correct deal. Right now I have to open each one and tag it individually which is very tedious. It would be great to have a bulk tag option to select many emails and tag them all to the same deal.
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What about this feature for note template?
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Customer / Account Management in PD
Hi there PD is a great tool for driving sales - but it still really lacks the capabilities for Account Management after the sale is done, in order to be considered as a full fletched CRM. Is there any plan to add a "Customers" tab, similar to what you have done with "Leads" (which will be usable once email integration and…
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API for Spark mail - need an enhancement of the functions within Pipedrive
We have been using Pipedrive for years but unfortunately the part relating to receiving emails (in particular I am referring to the creation of folders in which to archive emails and/or a more efficient management of the relative part) has not had the development to be a valid alternative to ms Outlook and in particular to…
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Are fixed-value discounts ACTUALLY this difficult?
Here's me trying to apply a simple $300 discount to one of my products. Please tell me there's a proper way to do this? I can't believe this level of pain is the only way.
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Spark API
We would love it if you could create some integration with the Spark mail app. (Like Missive did, Spark is much better for our firm's needs.) Thank you!
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Rudimentary Campaigns features
Hi These are not so much product ideas as email marketing 101. Please implement urgently as these are so fundamental to email marketing that I'm pretty annoyed I even have to point the following out to you. These should have been in place from day one. But anyway, here goes. Automate double opt-in requests. No other email…
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Please do something about the VAT calculation of products
Hi; As already lots of customers asked, please do something about the VAT calculation. We are implementing Pipedrive CRM with PandaDoc integration. As a B2B and B2C company in the construction business, we really need VAT separate from our product price. In Belgium, sometimes 21% VAT needs to be applied, other times 6% VAT…
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Dynamic Attachments
We are using Pipedrive automations for communicate clients about servicing process, means that depends on stage it should send an email with PIX or bank billet information. The problem is that we can't attach a PDF or image dynamically with a QRcode for example once it is only possible to create templates with dynamic text…
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🧨 Double Opt In Webform for Campaigns
Hi there, I think a really useful add on for campaigns would be to have a double opt in webform - like there is / was in mailigen. For us this is a must since in the DACH area you can't go without it. Neither PD Webforms nor CAMPAIGNS offers a GDR compliant registration webform. Could you please prioritize this feature?
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Zoom link issue in Activities delegated to other users // Problema con el link de Zoom generado.
When you create an Activity and assign it to another user, the Zoom link that is generated is the link of the user who created the Activity, not the user who has to do the Activity. This is a problem because it forces you to send the link by parallel messaging. Is it in the roadmap to fix this problem? // Cuando creas una…
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VAT
Hi To make Smart Doc work with VAT, we are obliged to indicate the price including tax. But then in the tables we only want to display the Amount HT
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Excluding VAT with dealproducts
Hi all, In this article there is a screenshot with the options: * Including tax * excluding tax * no tax But in the article itself there is no paragraf about excluding tax and there is no excluding tax option in my pipedrive. Is there an setting that i cannot find? (I have pipedrive in Dutch)
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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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Calendar integration with Apple Calendar or CalDAV
Hi there, There's really a need to sync the calendar with further providers other than Google and Microsoft. How come such a numerous amount of Apple users are able to sync directly the calendar? And the CalDAV protocol is quite extended. You're forcing us to use Google, who already knows too much about any of us. There's…
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API Endpoint v License Level Matrix
Could we have a concise matrix included in the documentation that details which API endpoints are available at which license levels? For example the API endpoint "/api/v1/deals/timeline" required Professional licenses. This isn't clear from the pricing matrix, and hard to find in the knowledge base if you don't now to look…
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Web version of sent campaigns
Hi folks, I would definitely like Pipedrive to make a web version available of every sent campaign so I can share a URL to that specific campaign once the campaign is sent. Please upvote this idea if you agree.
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Goals needs improvement
It's OK, yet somewhat frustrating to work with goals at this moment - June 2023. See, if you have a goal, that goal can be annual, quarterly, monthly, weekly, or even daily. In order to make a goal workable, you'd usually split it up into smaller components, like so: annual or biannual goals become quarterly or monthly…
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Need inventory management for products.
For example, we have 10 printers in stock. 2 printers are added to a deal. The stock should go down to 8 and sales team should know about it. This is a must have feature for quantity based product selling.
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Request signatures draw only
Hello, we are sending our agreements thru smart docs but we need them signed just by the option "draw". This is really important for our processes. When the agreements are signed by "type" they are rejected and this slows down our process. The idea is to only have the option "draw" and remove "type" when we ask for our…
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Webhook Action in Workflow Automation
So the new workflow automation is really awesome! it would be really helpful if we could have it trigger a webhook action as well.
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UTM - leadsource tracking for webforms.
It would be great if we could track what campaign it came from. But today the Pipedrive forms don't support it and it's in iframe so it cant be tracked from external systems. It's so important to know what campaigns deliver sales leads.