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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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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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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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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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Custom Field: Attachment
What are thoughts around having a custom field being able to contain an uploaded file? Rather than just having a section in the timeline we can refer to, there would be a dedicated section for a specific document. Could also be useful in various cases, eg for deals to progress through a specific stage the field cannot be…
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Multiple Tags/Labels
I can create custom tags/labels, but I can only use one label for each item. I'd like to be able to use multiple tags/labels on a single record.
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Different Types of Custom Fields
I'd like to have different types of custom fields in addition to text, numeric and date. I'd like to see radio buttons and drop-down menus added to custom field types.
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Any chance we get a Tax exclusive option for deals anytime soon?
I'm aware this has been asked before. There even seems to have been a "coming soon" marker in the UI at some point two years ago, but the option isn't available to me. So I'm bringing this up again. Any chance we get this soon? Otherwise the whole Deal pricing thing doesn't really work for us in a B2B context... Past…
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Automation cannot read/write Date Range fields
I realized that Workflow Automations cannot access Date Range fields. They are just not visible when selecting the fields to update, e.g., on a deal. This is really annoying, because it means I cannot set the license period for our auto-generated license-renewal deals and have to rely on everyone to remember to do this…
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Automatização apartir de um data
O Pipe poderia criar atividades apartir de uma data incluida em campos especificos. Ex: preciso que seja contato 56 dias partir desta data, então se nesse campo estiver a data 04/08/2022 ele contaria esses 56 dias e daria a data automatica 29/09/2022 na nova atividade. isso automatizaria para o que utilizamos o Pipe, pois…
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Left Navigation: add words instead of / in addition to the icons
I know you can hover to get a description, but it slows down one's work, especially new users. Being able to replace the icons with words (e.g. "Contacts") will help adoption by users in the company. One major reason we selected Pipedrive was its ease of use, so that everyone in the company would use it. Having words…
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Field mapping for Xero Integration
It would be great if you could build out the Xero integration some more. Creating contacts in Xero, from Pipedrive, is ok but very minimal - we would use this a lot more if we could map Person name, Account number, Phone, Address and some other custom fields, to populate in the Xero Contact. As it is now, every contact we…
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Filter relative time greater values
Currently the relative dates on filters only go back 6 months ago, would like to be able to select 12, 18, and 24 months ago to handle automations for contract expirations. Please consider adding longer relative dates to the drop down.
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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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Sales Playbook
Hi community, Hope this finds you well. Just wondering if there are any tips for side-by-side Salesbook/Playbook integrations or workarounds for Pipedrive? Context: My company is shifting from Hubspot to Pipedrive and there was this function to create playbooks in Hubspot. I am not familiar if there are such parallels in…
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Pipedrive not working in Safari
Lately I've been having issues when using Pipedrive in Safari. Sometimes person or deal data doesn't load. Or notes and activities on the deal timeline don't load. So I have to reload the page or in some cases, clear my cache. When I bring this up with Pipedrive support they recommend using Chrome. But I would expect…
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Reporting on Payment Schedule
Dear PD, As a sales manager, I would like to see a further developed 'Revenue' / 'Payment Schedule', plus reporting. Suggestion for Payment schedule: * Copy the Total amount from the Deal Value (instead of manually filling it in) * Give the option to add % of the total amount per milestone (instead of now manually adding…
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Some features that would be nice...
Im coming from HubSpot which seems to have limitless posibilities (the more you pay of course), but in context of that, I have some feature requests I wanted to get off my chest... I just got Pipedrive for my company and am running into some limitaitons: * Automations - smart docs triggers and actions * Smart Docs -…
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New Feature Request - Duplicate reports
Option to duplicate reports. For example: create a report for this month, but want to create for last month. If the option existed I can used my already created 'this month' report, duplicate, and change the date entering stage to last month, etc.
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using Google inbox to click to PD
wouldn't it be awesome to open your gmail reminder from PD and then enter the PD app for further actions within PD? Right now it is a hassle to leave Gmail to review the content contained in PD for that event.
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Double Emails Sent to Clients?
I have noticed that when someone books a meeting through Pipedrive Scheduler, they receive two emails. The first is a confirmation from Pipedrive scheduler, followed by the calendar invitation which has already been pre-accepted. This seems extremely repetitive for trying to appeal to prospective clients. Is there a way to…
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How to Change Pipedrive Meeting Titles
Hi there! I have noticed Pipedrive Scheduler Meetings always start with "Clients name/Company name - meeting name." Is there a way to change/customize this so that the client's name is not shown in the title?
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Change back keyboards shortcuts for Mail and Activities
Recently Pipedrive introduced Projects and Campaigns. As a new paid add-on, I imagine the team is making a great effort to give them visibility. Everything's fine until here. But in a tricky way, keyboard shortcuts were silently changed, misleading us to screens we did not intend to go to. Before Projects and Campaign were…
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Identify and hide duplicate emails in deals
I've recently noticed that there are instances where the same email is being duplicated several times in a single deal. This is either due to different team members linking the same email, or my own account tagging the deal in multiple ways (i.e. via smart bcc, email sync etc.). Is it not possible to identify where these…
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Change Currency in different stages of a pipeline
We want to have in each stage a different sum-currency (shown in the sum, directly under the name of the stage). Because in the first 5 stages of our pipeline the leads are qualified with another currency, than in the last 2 stages. We set the currencies in our account but unfortunately we can't change the currency in the…
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Activity view from notification area
the default view of activities from its dedicated menu is really great since it has all the tabs for activity, organization, person, and deal. But if we click on the same from the notification area, it only shows the activity and it's not quite easy to check the deal/person/organization attached to it. Showing all the…
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Sugestão: Classificação de atividades realizadas
Quando falamos de analisar a efetividade das atividades e mapear o esforço versus o resultado de uma métrica de acompanhamento, seria interessante termos a opção de classificar uma atividade ao marcá-la como concluída. Por exemplo, se tenho uma ligação marcada para meu lead, realizo a ligação e essa ligação gerou uma…
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Feature request - for single and multi select fields
See where it says "no matches found" it would be super convenient to add some functionality that enables us to "add new selection" without having to go deep into the preferences and settings. This is also one of many little features that most of your software competitors have had for a long time. I wish there would be more…