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Sent eMail automatically added in the planning
It would be nice if the mail sent would be added directly in the planning (not only on the contact).
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Deal Source
I find it quite an oversight that Pipedrive has no default category for lead source. We have manually added this field to deals, but as a manual field it means we are unable to build a report on it for our dashboarding. Massive oversight for a company that is focussing around new facilities like web visitors and randomly…
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Zoom Phone integration?
Zoom Phone seems to be gaining popularity, but it's not an option for us yet because it doesn't integrate with Pipedrive. Would love to see that integration available, since we're already heavy users of Zoom for video calls.
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Company Financial Year setting
Hi - it would be really useful if, in settings" I could tell pipedrive when my financial year started and finished (which is not the same as the calendar year. Is this possible or on the list to be done?
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Enable CC in group email.
I often want to send a group email and CC additional recipients for certain contacts (e.g. colleagues of that contact). However, there is currently no CC field in PD's group email function. Adding that feature would be helpful. A next-best option would be to allow a user to include multiple recipients in the group email…
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Smart Docs - Request signature features
I would like that when a signature request document was sent that the sender could be notified by email each time that the document is opened. I really like that about Better Proposals. The notification in Better proposals also tells what type of device was used to view. PC, Mac, iPad, iPhone, etc. It would be very…
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Gantt-Chart view for Projects
The introduction of Projects was a great add-on for Pipedrive. However, in order to further enhance the usage of Projects it would be great if a Gantt-Chart view of the respective projects could be introduced. Gantt-Chart view in this case means that all tasks and subtasks are shown on a timeline. Furthermore, it would be…
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Email all Deal Participants?
Please tell me there is an easier way to email all the participants on a Deal? In my line of work, there is RARELY a time that I am only emailing one person. So I'm constantly adding half dozen people to the email list. Is there a way to click one button and email all the participants on a Deal?
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Mention Contacts in Notes
It would be very helpfull if we could mention the Client's Contacts in the Notes, just like mentioning another Pipedrive's user.
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When one deal becomes two. New feature to split activity?
I'm working on a deal, and over the course of several months a second opportunity emerges, with some overlapping people. The original deal is still in motion. I'd love it if there was a feature to select specific activities (that in retrospect, opened the door for the second deal) and move them to a new deal, but keep all…
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Contact Deactivation
Developer should provide contact deactivation feature. In case Customer presently working in XYZ organization and after sometime if he/she change it and start to work with ABC Organization then we should be able to deactivate fist entry. If we label it as inactive then it will pop up in duplicate entry. If we delete…
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Recurring revenue on products!
If you are running a business with a recurring revenue model, such as SaaS, it would be good if you could add recurring revenue to products. As you create your new deal and select the appropriate product/s, that would then dictate the recurring revenue as well. It should be possible to then make changes on the deal if a…
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Formula fields for Products
Formula fields are necessary for products for calculating Margin for example
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Folders for Email Templates
With my business, we utilize email templates for different stages of a sale and I think adding folders would be an easier way to organize the different templates, rather than just having them listed like it currently is. Does anyone know if it this possible to create folders for email templates?
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Pricing Validation
It would be nice if it were possible through automation to validate whether a price defined in a negotiation has an acceptable value, for example, in my product the price is 2.00 but in the negotiation the price was 1.00 but my sales team should not apply a value lower than that registered on the product. Through…
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Important + Mandatory Fields -> Also for WON-Deals
At the moment Important + Required Fields are useless for our use case... :-( * The Important Fields Sidebar disappears after a deal is won/lost. Why? There seems to be no reason for that behaviour. Even after Deals are Won/Lost important information should be completed.. * Also, I cannot select a Required Field, without…
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Intégration Dialpad
Bonjour ! Comme vous avez cessez d'offrir Caller et qu'il sera même complètement inaccessible le 01 janvier 2024. Je crois que vous (Pipedrive) devriez intégrer Dialpad comme application. Je suis certain que vos clients apprécieront cette intégration en remplacement à Caller, car Dialpad est moins cher que les autres…
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Dialpad Voip Phone Integration
Request: Integration with Dialpad phone service to sync voicemails, texts, call recordings to relevant contact records within Pipedrive.
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Grouping Of Fields
I'd like to suggest a missing feature, that I'm sure many like myself, deem critical in the long term. We need to be able to group custom data fields. There is zero point in a CRM that isn't able to effectively store data as needed, and a list of 50 custom fields in a bar on the side, with no grouping just doesn't make…
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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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Multiple Email Sync - Feedback
Hi there, the multiple email sync function is for some parts of a company a really important thing. Example: CEO, CFO. or for Teams to use a single personal email and a team email: jon.doe@sample.com plus sales@sample.com. For the most people in the company its not important to have 2 emails synced because its only the…
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Email template that use the Liquid Engine.
Hi there :) I really love Piepdrive, but the email templating is a bit weak. I really wish to have more flexibility and have fallback for custom fields if they are not set like in Close.com who uses the Liquid engine syntax : With those, maybe we can then hope to have email draft and / or direct sending via API... Have a…
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Emailing in the Mobile app
We would like to be able to use other mails than Icloud and Gmail in the mobile app. Is there a workaround for this?
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Shared email addresses
There needs to be a feature where a user can have multiple simultaneous email address. These addresses should be able to be selected at the time of sending. The purpose would be to allow a user to have a private corporate email address and a corporate shared address (like Sales@company.com). Then an entire sales team could…
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SUGGESTION: Duplicate email templates
We use a lot of email templates in our business, many of them are extremely similar (but with key differences depending on the client, product etc). I hate the fact that you can't duplicate a template and then modify the copy, you have to copy and paste the entire email repeatedly, and then re-add in all the MERGE tags.…
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Include custom field (a URL) as a hyperlink in an email template
Hi, we would like to include a custom field (a URL as text) as a hyperlink in an email template. Please add this feature asap. Would help us a lot :) As described here by @Nas https://community.pipedrive.com/discussion/10791/is-it-possible-to-include-a-field-in-a-hyperlink-in-an-email
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Suggestion: Checklist Feature for Deals
Hi All I'd love to suggest a Checklist feature for Deals. Similar to cards on Trello or Asana, I believe adding a customisable list of tick-off/strikethrough items to a deal, would allow us as users keep track of various administrative or key tasks that inevitably crop up when managing a deal through the pipeline. Eg. We…
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Folders for email templates
Suggest having a folder system for the email templates. For example: * I have 30-40 email templates * They deal with different types of scenarios in an ordered cadence * I have to change the names in order to currently group by the scenario (New customer: Email 1, New Customer: Email 2, etc...) * I have to scroll through a…
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Mention d'un utilisateur via les notes à partir d'un workflow
Bonjour, il serai tres apreciable d'avoir la possiblité de mentionner un utilisateur via les notes à partir d'un workflow. Sachant qu'il est possible de mentionner un utilisateur sur une fiche personne et qu'il est possible d'automatiser l'ajout d'une note via les workflow, comment mentionner un utilisateurs dans les notes…
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Dynamic links and images in email templates
We have several custom fields that we would like to use for dynamic links and images in email templates. If those features are not planned, are we allowed to at least do custom HTML and code ourselves?