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Deal owner phone number
Smart docs has a merge field tag called Deal owner phone number. There is no place for a pipedrive user to fill out their phone number in their pipedrive user profile and in order for this to work each user must contact pipedrive support to have a phone number added to their profile. Please make this a field in the…
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Ordering & payment method
Hello all, I was wondering if you had the same unexplainable inconvenience I have as I'm setting up my new Pipedrive account ? I add different users over time and add extra features like Campaign management. I used the pay via Direct Debit (SEPA) as you know in companies using credit card is not always a good option (if…
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Only use 'work' email for mass emailer with the campaigns App
With many contacts I have 2 or 3 email addresses, usually their personal from LinkedIn or an old email that I have made their 'other' so I can keep a ready record of what we were talking about when they worked somewhere else or before their email changed due to company name changes. I want to be sure that if I make a…
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Inclusion of Automatic Calculation of Total Value for Recurring Products
Pipedrive currently limits automatic calculation for recurring products. In other words, if you create a proposal where: I have a product with a duration of 3 months; The Quantity of Items is equal to 2; And the unit value is equal to $50. There is no standard field capable of calculating this multiplication: 3 * 2 * $50 =…
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Inclusion of "Billing Frequency" in Product Addition Automations
Currently, there is no field available in automations to include the frequency. Therefore, it is always necessary to select the frequency manually, which increases considerably the time required to prepare the proposal. For companies that sell more standard packages, this would be a great help.
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Track email opens
Pipedrive is unable to select specific people within an email communication to track and identify who was the last person to open the email or link in a CC multi-person communication. I suggest in a future update to create this feature so that we can select the personas we want to track the opening of emails or links.
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Soon in Insights: Enhanced products reporting
Hi, community members! We will soon start to release the enhanced products reporting (expected general availability by end of July). What will be delivered: New products report under the deals section, where the source table displays also all the products attached to Deals that meet the filter criteria; 20+ new products…
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Has anyone mastered a pre-built "SnapShot" for Landscaping?
Hi everyone, I'm Anthony a business owner here in Phoenix, AZ. Im looking for the communites input if anyone here is using this software for landscaping. I'd like to know how you have it structured, if you can share your feedback if your in this field I would greatly appreciate it.
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Is there a way to share PDFs with my team?
My sales team needs access to different PDFs to send out as links to leads. I have our SharePoint folder synced with SmartDocs, and I uploaded one PDF to share, but it doesn't let me share to other users. Is there a way to share these files through Pipedrive? It seems like you might only be able to share templates, which…
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🚀 Exclusive beta test opportunity: Be part of the next AI evolution
Hey Pipedrive community! We’re excited to offer an exclusive opportunity for 100 companies to get early access to the latest AI innovation at Pipedrive. Launching in the beginning of February 2025, this beta release offers you the opportunity to experience our AI firsthand and contribute to shaping the future of sales…
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Waiting for a response to a sent email: how to help our memory.
Today it is essential for companies to improve communication management processes towards customers and suppliers as much as possible in order to be more competitive. How many times does it happen to send an email to a customer or lead and not receive a response? If we multiply this process (especially in the case of…
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Having projects included with the other filters
Hi Pipedrive, It would be extremely helpful if the fields from the project area were available alongside those from deals, people, organisations, activities, and products when creating a filter.
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Set Working Time on calendar view
Is there a way to set working time on the calendar view? I don't need 12AM to 12PM. And it would display more of the actual working day so you would have to constantly scroll down to see normal appointment times. Thanks
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Web Form Statistics Should Have a "Reset" Option
Our Users would like the ability to "reset" a web form's statistics with the click of a button. We don't want to have to create a new web form and update links every time we want to do this. This would allow for: Clearing out test data when building a form Using the same form (like a website contact form) from year to year…
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Goals in hierarchical breakdown
It's great that I can assign a goal to a specific team. But this only really makes sense if I can do it at a hierarchical level. After all, team goals are listed side by side and together they make up the company goals. In Pipedrive, I have to create a separate goal for each team AND (which is my actual problem) I have to…
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Batch link emails
Linking emails to projects or deals individually is annoying and a waste of time, especially if there's a clear pattern. I.e. search inbox by sender or email subject > clicking 20 times on every email = tedious. Doing the same, then selecting all, then linking them to a project / deal = saved a bunch of time. Similar to…
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Make merge tags work when you send a test email so you can test the merge tags.
Make merge tags work when you send a test email so you can test the merge tags. Right now, if you select "send test email" all of the merge tags will just appear blank in the test email you receive. This seems like an oversight.
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Including a link to a deal in an email reminder to the sales team
Hi - we have automations set up to remind sales people by email when a deal has been in a pipeline stage for too long i.e. you need to move this deal along ASAP. It would be great if I could add a link in that email back to the pipedrive deal. Is this possible?
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Email Template Automation - Facing Issues
Hi, I'm a new user to Pipedrive and this is my first time setting up email automations with you. I've used one of your templates - Email sequences to new leads - however, I've had to change it substantially in order to get the automation running. I have a couple of questions: 1) Lead Labels - I had to remove this from the…
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Email Tracking
Does Email Tracking only work if the email was sent directly from Pipedrive? Are synced emails sent from Outlook not tracked? Thanks.
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Linking multiple contacts to the same PROJECT
We have multiple clients where there are multiple people in that organization we have to communicate with regularly concerning a single project. By only having the ability to link one contact to the project, we are missing emails from others inputing on that project. I know that you can link multiple people to the…
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Activities synced from external calendar are not included when retriving activities from API
Is this intended behavior? using v1 of api
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Lead Inbox to Deal Pipeline Automation Not Triggering
I have a Lead Inbox to Deal Pipeline automation that is only triggering for me, an admin, but not for other users: Trigger: Lead Created; Instant Condition1: Product Line X, Instant Condition2: Lead Owner; Action: Create Deal in X pipeline with Linked person, Linked organization, Pipeline stage, Lead Owner, Product Line,…
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Looking for your help to test out AI report generation
Hey everyone! My name is Evelin, and I’m a product manager at Pipedrive 👋 We have heard your feedback about how hard it is to generate a report in Insights 📊 . Since this has been the biggest issue for our users, we created an option to generate a report with the help of AI 🚀. How does it work? Just write your prompt, and…
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Better ways of using Pipedrive: The Project management tool
Learn how to maximize your productivity with our Project management tool So you’ve just won a deal! Congratulations! Once you’ve celebrated accordingly, it’s time to move on to the next step: setting up your workflow’s project and delivery phase after a deal is won. That’s where you can seamlessly jump into the built-in…
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Multiple organizations tied to the same person
Would you find it helpful to have multiple organizations tied to a contact?
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Make 'Required' field functionality as flexible on Person and Organisation records as it is on Deals
Within the Deal custom fields, you have the option to make specific fields 'Required' at certain stages of a pipeline. We use this today and it's extremely helpful for us ensuring that we have the right information to be able to process an order at a certain time. 'Required' exists as a Quality Rule for Person and…
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Introduce permissions that restrict who can move deals across stages
We would like to be able to restrict who is able to move deals into certain stages within pipes. Some of the later stages of our deal process involve launching our products with customers and there are only certain people within our business who are tasked with doing this and we would therefore like to restrict who is able…
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Q&A: Optimize your LinkedIn prospecting in 1 click with Surfe X Pipedrive
Hello Pipedrivers, Thank you all for attending and showing interest in our webinar, "Optimize Your LinkedIn Prospecting in 1 Click with Surfe X Pipedrive." We appreciate your engagement and all the insightful questions. As promised, we have answered them, and you can find the responses in the comment section. If you missed…
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Add a setting toggle or tabs to show person's history on leads and deals
Right now, the lead or deal doesn't show any activity data (notes, calls, emails) from the person's record. Deal record: Person record: Please give us the ability to see historical activity on a lead or a deal that is on the person's record, whether by a toggle setting, or by adding a section or tab to the history area.…