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How to get assigned_at timestamp for deals?
I want to record the date/time when a deal was first assigned to an agent. Time to assignment is an important metric for us. Ideally I can record it within pipedrive in a custom field. Any ideas?
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Use "Billing start date" in Smart Docs
When selling licenses, the Billing start date must be included on a proposal and invoice. It would be great to have this options under the product tab in Smart Docs.
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How to use 'billing start date' in Smart Docs
Greetings, One of my clients wants to use 'billing start date' in her Smart Docs. But she cannot find any menu for 'billing start date' under product tab. Is there any way we can access the 'billing start date' field in Pipedrive Smart Docs?
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Can Deal Custom Field value change history/log be extracted thru API?
I would like to see Deal Custom Field value changes in dealflows endpoint or changelog endpoint or another endpoint using API/JSON.
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Is there a way to get a changelog data (via the API/JSON) for Deal Custom Field value changes?
Ideally would like to see this in either the dealflows or changelog endpoint.
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Feature Request: Automations with Import Function
Are you considering allowing automations to work with the import function? For example, uploading a list of deal IDs to trigger specific automations. Currently, bulk edit triggers automation, but bulk import would be more efficient for high-volume tasks like assigning products to multiple deals. e.g. I have 3 products that…
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Two price tables with recurring fees in one and the one-time fees in another.
Hello, Pipedrive Community! I’m trying to create a Google Docs template through Pipedrive's Smart Docs that can automatically create two Pricing tables based on specific products from Pipedrive fields. In other words, I'd like to set up a Price table with subscriptions and another table with just the one-time setup fee.…
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Feature to add Activity details/content in Deal overview columns
Hi PD dev team, In recent conversation with your support (Sierra in March and today with Nikolaos) I raised the impact for the (seemingly) simple feature of being able to add Activity (content) to a Deal/Person/Organization report column. At this point in time it's only possible to add activities to do (count) done…
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Can we build an activity report showing email, teams calls and meetings
I want to build a report showing the activity of the users for emails, calls teams calls meetings all in the one report. Can this be done
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Note Reporting
I would like to be able to produce a report based on notes added and completed meeting notes on a weekly basis - this is to give an overview of the sales persons weekly activity. As it stands, we only seem to be able to report on deal/activity progress
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Linking Multiple deals into One Overarching Deal
To link multiple deals in to one overarching deal would be great! A deal, where multiple deals fall under and all information is in one place.
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Left sidebar with Organization, Person, and Deals tabs; and General Menu.
I think that the left bar of all entities (Organizations, People and Deals), in addition to the General left Menu, should be configurable by an administrator user and not personally. At least, allow the option that regular users cannot change it. In CRM implementation processes that are complex due to the number of users…
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Is there a way to import leads directly into a pipeline segment?
Is there a way to import leads directly into a pipeline segment?
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Deal Filter needs "12 months ago" Relative date option
See screenshot. The Deal filter needs a 12 months ago Relative date option. This is an option in Insights but not here!
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[Feature Request] CC / BCC recipients stored in email templates
It would be great to have the possibility to add recipients in CC / BCC and store them in an email template. For example I'm sending all Invoices to my customers using the "Invoice" email template. But I always have to enter our finance deps e-mail address in BCC by hand. It would be great if there was a way to store this…
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How do I get billing? I am from Paraguay
I want to pay to have the app to use it in my company but i want the bill.
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Related Organizations function in import from file
It would be very useful if there would be a function for adding related organizations when importing data from a file. This could simply be done by connecting them via registration number, or even pipedrive ID, and it would not have to be done manually, one by one, or via API.
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Projects: Adding Contacts to tasks
Hey there. We are missing the opportunity to ad contacts to a task in Pipedrive-Projects. The support told me there is no possibility. Do you have the same need? Do anybody have a workaround to solve this issue? Thanks and best regards Stephan
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Early Access List - Pipedrive Pulse - Turn more leads into opportunities
UPDATE: Applications for this beta test are closed, thank you all who participated. Hi everyone 👋 Almonzer is here from Pipedrive Product Team, I am announcing a new product in our pipeline that soon will be released to selected customers as part of a closed beta. We are looking for users who are interested in testing the…
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Products: bundles; price options (currency/region); SmartDocs; Discounts.
Hello, friends of Pipedrive Support. I'm here to reiterate a question I asked a while ago and which I haven't been able to confirm if there are any improvements. It's about the "Products" feature. In this request I refer to one client, but it responds to at least 2 clients with the same needs. · On the one hand, the need…
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Sidebar Field Type - Other Deals
I am creating a pipeline that needs to link to another deal. It would be a good feature to be able to link other deals on the sidebar here. if I can link users to these fields I think we should be able to link other deals.
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Filter on Payment Schedule
Is it possible to make a filter in Deals/List to only see deels that have a payment schedule?
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How to Sync Deleted Emails in Pipedrive with Mail Server Sent Folder?
When I delete a sent email from Pipedrive, it doesn’t get removed from the sent folder on my email server. This creates a challenge because, even though I’m trying to keep my inbox organized and free of unnecessary emails, these old sent emails keep accumulating on the server. As a result, I’m running into storage limits…
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How can I search within a person record?
We sometimes have contacts that have a lot of emails stored in Pipedrive. How can I search for something for only one contact? Control Find won't work as the content is not loaded until you expand a specific message (which makes sense)
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Payment
Hi, I have tried to sign up for the essential package showing as £14.90 per month when I got to the billing it is showing as £21.90 per month. Please can you advise why the payment isn't showing correctly at £14.90.
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How do I track deals across related organisations
I'm setting up a key account program for a global account, and due to the complexity of the account over multiple geographies & business units it is listed in our Pipedrive under 15+ "organisations" and under 6 different "owners" - none of which are me. Is there a way I can link these organisations and then run one report…
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SmartDocs mapping Products without discount per unit
Hello Pipedrive friends. We are generating offers with Documents (SmartDocs) and we cannot find the field to map "discounted unit price". The system is applying the discount correctly, it shows the price without discount and in the multiplication of units it expresses the total with the product discount. This is not a…
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Extracting information gathered in Smart Docs and adding to contact record
Hopefully, someone has a solution for this: When we send a contract for signature, we also include a text field where customers add their VAT/Tax number. Is there a way to extract this when the document is completed and add it to a custom field against the contact record?
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Campos personalizados en acciones
En todos estos años hemos sentido la necesidad de contar con algunos campos personalizados para las acciones. El uso principal que queremos hacer es un campo donde nos permita marca el resultado de la acción. Por ejemplo: para la acción de "llamada". Muchas veces estas no son respondidas. Entonces se hace necesario marcar…
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Webinar Q&A: Pipedrive Pulse and other highlights
Hey everyone, ☀️ Last week, we conducted the webinar Pipedrive Pulse and Other Highlights. A huge thank you to all who attended! It was great to see the excitement around the new features and updates. We received a lot of questions, and as promised, we’ve provided answers to those that went unanswered during the live Q&A.…