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Everything Pipedrive Documents is missing to be a serious proposal / contract esignature tool
I've been using Pipedrive Documents for a few months. It feels like this product is a v1 that was a bit overengineered in dimensions that don't really matter and is missing a few key things and usability in dimensions that matter a great deal. I'm going to focus on the latter, and list my requests in descending order of…
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How to see Lost reason on Left Sidebar in Deal
Is there anyway that I can see the lost reason for leads on sidebar when I open the lead from Kanban view ?
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Product Price Variation or Discount based on Organisation
Is there a way to automatically apply either a discount or price variation based on the organisation assigned against a deal. For example my company gives some of our long term, large customers flat rates of discount that we would want to apply to all future deals/products associated to those deals.
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Activity Filters need Done Activities
We need to be able to quickly sort to done Activities on the Activities tab. It is very common that we open the Activity tab, select a User from the dropdown, and then want to see their Done activities. It is burdensome to have to create a filter of done activities for each User! (and that filter doesn't seem to show…
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GDPR - European customers only
Hi Pipedrive Love your service - but I have one concern: I work within the educational area in Denmark. We offer a product to schools. When I look at your list of sub processors handling my data I see several companies located outside EU - so my question is simple. Can you guarantee than none of my data what so ever leaves…
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Allow choosing the number columns in Goals report
Regular reports have the option to choose the number of columns you wish to display. However, Goals report is not like that. It does not allow to select the number columns (it still allows to select colours as in other reports). I need this to fit all columns in a single graph rather than cycling through pages.
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Enable First Name and Last Name in Contacts
Hello, We are attempting to send emails out from Pipedrive, but currently do not have F/L names separated and can't personalize. Can this be turned on for our account? Will this automatically separate the existing contacts in the system from full name to F/L or will I have to re-import those? If so, would this affect any…
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Marketplace results are reversed
Hey! I noticed the marketplace listings are "reversed". This is weird. When you make a search, the "top results" show up at the bottom. For example, if I search for "Shopify", (see attached screenshot), I'd expect the app called "Shopify" to show up first. Yet the top app is "Glances", an app that doesn't even have…
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Poll question or button (interested / not interested)
we need to ask our client base if they are interested or not in a potential service offering. Is there a way to ask and record responses in Pipedrive. Ideally we will send the client list an email either through campaigns or direct email with an interested / not interested link or button. Thanks in advance.
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Campaigns and Workflow Automation - Branching Workflows
Hello! Active user of Campaigns and am looking to increase functionality and our marketing capabilities using standard functionality that other options have available. My issue is that Campaigns is severely lacking when it comes to compatibility with Workflow Automations, specifically when looking at branching automations…
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SMS/Imessage integration?
I’m new Pipedrive user. I have an iPhone and a Swedish mobile subscription which includes SMS. I often communicate with my contacts via sms/imessage. I want my sms/imessage to be logged and visible on my Contacts in the same way as email. Is there an integration that fits? If, which one is best? Re Marcus
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Rip-off on Price increase for advance plan (50% in 2 years)
So, today I received an email about increasing our price 10€ per user on our advanced plan due to including new features and AI. I'm really pissed off at this, every year you are increasing prices on the advance plan: July 2022 = 29€ July 2023 = 37,90€ August 2024 = 44€ Inflation and interest rates do not justify this…
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Select Person and Organisation owner in Deal Quick Add
My company operates separate Sales and Support teams. A typical scenario is that Sales will win a new enquiry from a new customer, and send the details over to Support to create a new deal, organisation and person. Currently the Support user is assigned as the owner of all these records by default, having to then change…
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Campaign API to generate temaplates
I am missing extended possibilities to control the campaigns via API. The most important point for me would be to create a template via API and start the campaign. Use case: I publish blog posts on my homepage. I can retrieve these via a feed. Whenever a new article appears, I would like to send it to a fixed mailing list…
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How to remove follow up tasks once a lead is reactivated?
Howdy folks! I'd like to implement a long-term follow up sequence for deals placed into my "Long Term Follow Up" stage. These folks are interested in our service but aren't ready to move forward now. Once a deal enters this stage, I want to queue up a whole bunch of phone call follow up tasks, emails, etc. I know I can…
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Create Activity in Workflow not working
Hey, can anyone tell me why this final step of my Workflow wouldn't be working? Basically, if a link is not clicked in a previous email sent, I want it to create an Activity with a Task within a deal. This is how I've set up the final step - any help would be greatly appreciated :)
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Can I merge multiple won deals into one person?
Hi all, We are an investment company and have been using pipe drive as our main CRM for a few months now. We have a lot of won deals that are of the same person, eg: Won deal 1: Jake's 1st investment: $2000 Won deal 2: Jake's 2nd investment: $100 Won deal 3: Jake's 3rd investment: $500 I want to merge all of these "won…
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Enable IP exclusions for email open tracking
I've noticed that if I send an email from Pipedrive and then open it in my sent items in Gmail, an open is tracked. It would be good if I could provide my IP address to exclude my opens from the reports.
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Voice notes in Web/ Desktop version
We really enjoy the Pipedrive app feature to record voice notes and transcript them. This feature would be even greater, if we could also use it in the Webversion. Meaning on the one hand to record voice notes as well from the laptop and secondly to be able to play the voice note as well inside Pipedrive. As of now the…
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Campaign Overview - Lock "Performance Over Time"
When looking at the campaign overview (by clicking on the campaign name of a sent campaign), the "Performance over time" chart appears to only show data over a rolling 7-day period. While this would make some sense if this were an automated campaign, for standard campaigns it means the report quickly goes blank and stays…
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Product/Revenue Tracking
I am wondering if anyone who uses commission percentages to track deal revenues can tell me how they set up their products and track revenues? It seems cumbersome to figure out how to determine revenue on a piece of business. You can only choose (or at least I only know how to choose) Price, Quantity, Tax%. Could we look…
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Import data
The import function is not importing ALL the fields from the excel spreadsheet. Custom fields are setup and mandatory fields are in? Please recommend a EXTERNAL service provider that will support with function. Greater Cleveland, Ohio.
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Notes on the insights feature.
I have a suggestion that I believe could greatly enhance our workflow. Currently, in the Insights feature, there's no option to display notes related to a deal. It would be incredibly helpful if we could view these notes directly from the overview, rather than having to go into each deal individually. Having this option…
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Is it possible to see or download all the changelogs or the changelogs of a specific data field?
As an admin, it would be extremely useful to be able to download or access all the changelogs at once, not going deal by deal or contact by contact, etc. Is there any way to do it? Otherwise I'd like to report it as a suggestion to the Pipedrive team.
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Projects Filters and Contacts
I need to be able to filter my many projects based on any fields that I may have available, including custom fields that I have added to projects... Because I am managing many projects it would be most helpful to create & save these filtered views! Also - as I have requested in a separate tech discussion, I need projects…
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Organization / Relationship map
Add feature to allow us to create a relationship map for an organization
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Freeze custom prices of products in deals
Hi, Is there any user settings that an admin can configure so that users who create a deal can add products but cannot change its price (or to reformulate not have the ability to set custom prices as defined in your article https://support.pipedrive.com/en/article/how-can-i-link-products-to-a-deal) Kind Regards
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How can i add workiz to deals section like this ? i use zapier for this but i don't understand it.
How can i add workiz to deals section like this ? i use zapier for this but i don't understand it.
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Reports: "Contains" or "Does not contain" for a multiple options custom field
Hi, Would it be possible to add an option to the drop-down menu in a report for a multiple options custom data field so that we can select "Contains" or "Does not contain" like we have in filters? The options "is any of" or "is not any of" which are available now for reports does not allow the same functionality, since…
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How to create a report that shows how many Organizations my company has contacted
In the Insights section, I want to create a report that shows how many Organizations my company has contacted. For example, I want to know how many Organizations I interacted with in Pipedrive this month.