-
AI Email settings
Please let us change the default settings for the AI email creation. Our team members want it to default to Friendly tone and Standard email length. This should be a user setting.
-
Document E-Signature Templates (Feature Request)
Currently you're able to create templates out of documents. However, you can't seem to make templates out of e-signing documents. This would be hugely beneficial for things such as letters of engagement, as currently you have to make the document from the template and then set it up for signing manually. Being able to one…
-
Campaigns: view in browser link
Pipedrive Campaigns does not allow to create a public link to share them (in a social link or just to make sure people can read the content). It would be great to add that feature
-
Email improvements needed
allow alternate views similar to Outlook, e.g. preview on the right side of each email. ability to snooze an email, similar to Outlook and Gmail ability to un-send an email within 5 or 10 seconds similar to Outlook and Gmail. These are basic improvements needed to get the email module to prime time. The dev team should…
-
Standardised signature templates
In the same way email templates are used to standardise emails sent from Pipedrive, it would make a lot of sense to have email signatures templated for all users. This is a very simple feature that would enhance the use of Pipedrive and remove the manual management of signatures for all users.
-
Sales commissions in Pipedrive – anyone else managing this in Excel?
Hi all, We’ve noticed that calculating and tracking sales commissions is still a huge headache in most companies using Pipedrive. Many teams (ours included) end up using: Custom fields (“commission paid?”) Spreadsheets Manual filters …and lots of back-and-forth between sales and finance. So we’re thinking of building a…
-
Pipedrive Pulse - What's really changing with the Data enrichment?
I just attended the event 'Pipedrive Pulse and other highlights'. I was particularly interested in the Data Enrichment function. In the preview video that went out inviting us to this event it showed being able to pull people directly from LinkedIn into Pipedrive with all their details prepopulated for us. During the demo…
-
We’re building a fix for recurring subscriptions in Pipedrive – interested?
Hi everyone, We’ve seen many users here frustrated with the limitations of Pipedrive’s “Recurring Products” feature — especially when it comes to managing real subscription models, recurring contracts, or MRR reporting. We’re currently planning to develop a companion app that integrates directly with Pipedrive and actually…
-
New products Feature Unusable for Large-Scale Customers, and missing the subscription feature
Hello Pipedrive, The new recurring products feature is a huge step backward and makes it practically unworkable for us to manage subscriptions. We manage over 500 subscriptions per month, and with the current functionality, we now have to manually enter every change by adding new products. This means that: Everything is…
-
Unread email button on mobile app
It would be really helpful to have an "Unread Email" button on the Pipedrive mobile app, similar to what's available on desktop. Right now, it's difficult to quickly find unread messages when using the app. Especially when I’m not at my computer, I like to check new emails to stay up to date, even if I can’t reply right…
-
Filter parameters in URL
Pipedrive has very powerful filters, but it's unfortuante that the only way to share a set of filters is to save it. I would like the ability to share a link that will take you to a pre-configured search filter without having to save that filter in my list of filters and make it public. The problem I have is that I create…
-
Script to have more than 3-5 columns in the template view
It took me a little while but i managed to write a script to have more than 3-5 columns displayed in the forecast view : Let me know if you want me to dm you the command, i don't want it to be patched.
-
Transferring Automations to Global Regular Users
Currently, Automations are only able to be transferred from any type of user to a Global Admin. But we need to be able to transfer Automations to Global Regular Users. Some use cases: Someone leaves the company and we need to move their Automations to someone else on their team who is a Regular User (and not one of the…
-
HTML Email Templates
I'd be great if we were able to create HTML email templates so we can send more visually and conversion-centric emails.
-
Support for HTML email signatures
It would be great to keep a consistent signature whether I'm emailing folks via Gmail or via Pipedrive. Immediately since setting up Pipedrive, I copied / pasted my Gmail signature into my PD Signature; unfortunately, after emailing several external contacts via PD I learned that my signature became "boxed" (see below),…
-
Make order of Pipelines customizeable
currently there is no chance to reorder the order (in terms of ID Number) of Pipelines e.g in my Pipedrive the Pipeline with the ID Number 4 is actually the first Pipeline of my sales process, unfortunally i created the pipeline later than the other. I think it should be customizeable moreover i want to show the amount of…
-
Automations should be editable by Global Admins
We are rolling out Pipedrive Automations to more of our teams, and noticed that Global Admins are only able to edit the Automations that they built! So they are not able to edit Automations made by other Admins or other Users. We believe they should be able to! In cases where one of the Admins or Users are OOO and…
-
New: Transfer automations from one user to another!
Hey, Pipedrive Community! 👋 We know that it can be a tedious task recreating automations in another person's account when someone decides to leave the team. Now we've made it easier by allowing you to transfer an automation to any global admin in your company quickly! We're currently rolling out this functionality - and…
-
Integracja z GUS
Cześć, widziałem w internecie, że ktoś miał integrację z bazą GUS. Czy ktoś z Was wie jak to zrobić?
-
Webinar Q&A: Getting started with lead generation on LinkedIn: Surfe & Pipedrive 1.0
Dear Pipedrivers, ☀️ Thank you for joining our webinar "Getting started with lead generation on LinkedIn: Surfe & Pipedrive 1.0" - we hope you found it valuable and insightful! We received many thoughtful questions during the session and, while we couldn’t answer them all live, the Surfe team has followed up on every…
-
How to see Email Open Clicks
HI All! I am still new to learning Pipedrive. Where do I go to see the email open clicks? I saw this yesterday for some of the contacts to whom I had sent emails. I have no idea where or how I saw this…and cannot find the same metrics today. Kindly assist and Thank You! Heidi
-
Email opens and clicks visibility to all team members
We've been working on a complex Pipeline process that includes email automation and we've noticed that the email tracking events are only visible to the actual sender of the email. Other team members can see the email in a deal's history but cannot see whether the email was opened or clicked. This is unfortunate as we all…
-
Feature request - add file support to leads
The name says it all. Please add the ability to attach a file to a lead, the same way we can in deals. This is a huge roadblock.
-
Does anyone know why the mail synchronization with pipedrive is unstable?
My team member's mailbox is sometimes missing certain emails and stops syncing.
-
Inconsistent display of product count
In the Summary section of a Deal, the number of Products displayed is usually equal to the "Total product quantity", which is the result I would like, since this allows me to track the usage of product licenses that have been purchased. However, if the "Total product quantity" is less than the "Products" value, then the…
-
MS Teams Automation
It would be great if MS Teams could trigger an action in pipedrive automations. For example, if an MT Teams Mtg is completed, it would automatically trigger the creation of a person, deal, organization, or activity. I'm wondering if Zapier could do this?
-
Request: Automate Linking of Lead/Deal field "Source Channel" from custom field "Contact Source"
Hi Pipedrive Community, I would like to suggest a feature to improve our workflow. Currently, we can't automate setting the "Source Channel" of a Lead or Deal from a Person's custom field. (we created one called "Contact Source"). This would save a lot of manual work and improve efficiency. Customer support confirmed this…
-
Attachments in templates / snippets / library
I find that I attach the same files to emails repeatedly. I would like to have a library of standard attachments that can be included in templates or as snippets that I can insert into an email. An example is that I have different getting started guides that I share with customers based on their environments and I have a…
-
Shared email snippets
Email templates are valuable, but it would be much more useful for our sales process to have a way to build an email from reusable snippets. I don't have perfect templates for every email, but it's very common that I reuse the same blocks in multiple emails. I'd like a way to set these templates up, organize them, and make…
-
Permalinks everywhere - why can't I link to some things directly?
I've been running into issues with my workflow in Pipedrive as not everything has a permalink. I often discus deals with people on the team and will want to link to a specific email or other item in the timeline of a deal, but there's no way to get a link to that object. Someone please help, I can't be the only one having…