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Changing the default 60 day eSignature expiry?
Hi folks, I have a business requirement to mandate a 5 day expiry after a quote document is sent. I believe the default expiry is 60 days and I am unable to find any option in PipeDrive to change this to 5 days. I have explored native automations, external automation apps (Zapier, etc.) but I am unable to find anything…
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PandaDoc information not updating
All, It appears the PandaDoc integration isn't working. Within pipedrive, I go to "create a new document" which opens PandaDoc. It pulls all of the client information in, sends, etc. However in Pipedrive, it doesn't show the PandaDoc information. Below is a screenshot directly from both PipeDrive and PandaDoc website that…
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How to export multiple filter results into one spreadsheet
I would like to export multiple filter results into a single spreadsheet. Is there a easy way to do this. Thanks in advance for your help
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Adding a Contact without an Organization
Hi - Is there a way I can add a contact without adding an organization? Im currently tracking how we onboard Members on Airtable with different statuses and would love to do that on here but I keep getting the organization is required.
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[Feature Request] Deal URL in variables/fields for emails/templates
Hello, it would be great to have the possibility to insert a link to the current deal in an e-mail template or automation emails. This would allow the recipient receiving a notification (from an automated task for example) to click directly to the deal. Currently, it's not really possible because inserting in an email…
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Tracking Pipedrive Conversions in Meta/Facebook
Hey, How do y'all approach this right now? I've talked to many of you about this here and elsewhere, so I figured it'd be good to have a main thread on it? Here's our take on the problem: One main data pipeline managing everything (no Zapiers) Ability to specify various cookies to attribute Pipedrive events/deal closings…
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Automatic Pinned Note feature request
Hello! My team would like to request a feature where we can pin a skeleton note at the start of each new deal in PipeDrive. Ideally, this would just be a simple automation for us to keep track of target pricing, competitors, etc. Is this feasible? Are there any current features like this that can work on a deal-by-deal…
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Synchronize two e-mail addresses
Good afternoon to all, For almost a half year I'm using Pipedrive to organize my contacts and get as much efficiency out of my sales. I started my company with one e-mail address (existing one taken over from another business) now I NEED to add a second one. I didn't believed my ears when I heard that even with a more…
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email templates have disappeared
I have been using pipedrive for several years. I went to send an email and my templates are no where to be found and I can't even add a subject line to what is coming up.
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Need help with email templates
Hello. Not sure how this works but seeking help with a current issue. I have email templates created, my email is synced, but for some reason, today, I'm unable to link my templates to an email when I'm in an owner's profile. Is anyone else having the same issue, please let me know how to fix. I also realized I have no…
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Add Organizations as Participants in deals
We ask to add Organizations as Participants in deals. Currently only People can be added as Participants in Deals; however, often a Company is a Participant in a deal rather than just one person. Secondly, if Participants could be added automatically by Pipedrive when email is synced under the deal - this would enable to…
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Email Template Variables in Hyperlinks
Our team would like to be able to put Email Template Variables / Data Fields in Hyperlinks. There is currently no ways to insert a data field into a hyperlink in an email template.
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Color Blind friendly Colors PLEASE!!!!
I would like you to consider making the text colors for WON or LOST deals color blind friendly, or at least offer that option. There is a high percentage of the population that cannot distinguish red and green easily. We all struggle daily with this issue in more aspects of our lives than you would care to image. How about…
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Email Automation for a reminder of a booked activity
I want to create an automation for our booked activities. If a person has an active deal and they are booked with our team for their next call. I want an email reminder to go to that person the day before their appointment. I have attempted this so many times and it is a big mess. I want the email to come from the person…
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Is it possible to schedule in our pipedrive calendar the product billing date of the installment?
Hi everybody, I recently got pipedrive, just checked installment and the insights features, I wondered if it is possible to schedule in the calendar, the product billing date that we fill up in the installment fields? I'm thinking a way to add the installment right away and an activity at the same time. Thank you in…
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exporting activities of certain contacts who have a particular label
Hi, I would like to export activities of certain contacts who have a particular label. Looking at the available fields when in the export screen, I can't seem to add a filter for label. Can anyone advise if this is possible? thanks
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Feature Request - Additional Signer Fields
Most Signature tools allow you to place two basic fields: Signer's Name Today's Date Right now we have to use Text Fields to accomplish this, it sets PD a set backward
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Subscription Revenue Report: Unable to see subscription
Insights > Report > Subscription Revenue: What is your subscription revenue? It was my impression based on conversations with support teams over the past year and a basic assumption that this report would allow us to see all upcoming renewal rates. In fact, I have been advised that this report only allows us to see…
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Bug report: one company's emails have suddenly started being synched in another company's lead
We created a lead for Company A. Emails were synchronising fine until a couple of weeks ago. Now, Company B's emails are synchronising into that lead. There's no related company connection. In our instance of Pipedrive, the 2 companies have IDs 3189 (Company A) and 4232 (Company B) The people have IDs 10635 (Company A) And…
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Email Design Options: ability to change fonts, size, colors
Are there any plans to be able to customize the look of emails? Fonts, size, colors, aliment etc.? Id like to be able to keep my company branding uniform, but also be able to add "character" to my messaging.
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How to ADD a team member to a scheduled meeting
Hello! I have set up my calendar and scheduler so that my members can book time with me, however, I need to add another teammate to every meeting booked with me as we do them together. I cannot for the life of me figure out how to use workflows to add another person to this calendar invite OR automatically send the same…
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Phone Customer Service Help for EVERYONE!!!
I have so many questions in different areas; all I would need is a Google Meet with a live human to ask my questions and have an actual response. However, because our company doesn't have the "more expensive" membership we are not allowed that type of help. I have to spend hours of my time searching for videos that do not…
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Deleting activities within the deal
This might new be a new request but if so it seems pretty logical. Currently there is not a way to delete activities within the deal card itself, only through the activities tab. It would be helpful for reschedule or cancelled meetings to be able to delete the activity from within the deal.
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Looking for help setting up automations, nurture/drip campaigns, etc
Hello-I'm looking for expertise in setting up automations, integrating with Facebook Ads, Zapier, etc. If someone has experience in the US mortgage industry, that would be highly beneficial. We're located in Colorado.
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Required permissions required to edit pipeline stages/titles/paramaters
Can anyone specify which specific permissions are required to allow a user to edit the pipeline? Not move a deal from one stage to the next, but actually modify the pipeline? I know the Deal Admin category allows for these types of changes, but I want to minimize the permissions granted if possible. TIA.
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One-way contact sync from Pipedrive to Google?
Hi everyone, Is there a way to sync contacts entered into Pipedrive, into Google, but not vice versa? I am a realtor and my google contacts are a mix of other agents and clients, so two-way sync is not helpful for me as it puts other realtors into the CRM. Please let me know, if you know. Thanks!
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Linking one email to multiple deals?
Is it possible to link one email to multiple deals in multiple pipelines?
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Integration with Storis
We would like an integration with our POS, Storis.
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Custom fields
I have created custom fields and they keep getting deleted
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Transfer labels from leads to deals
Hi all, It would be great if we could transfer labels from leads to deals. This way every time you assign a specific label to a lead, that label would then stick to deal coming from the lead, which can be pretty useful, especially if you want to keep track of the lead funnel: where it came from, and what type of deal it…