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Formula Fields not available in Projects?
Hi there, Just a few days ago we started testing the Projects Addon. So far we are very happy with what it offers - and at that pricepoint. BUT, I was quite a bit shocked, when I found out you can't use formula fields within Projects. Am I just blind, or are they really exclusive to Deals?
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Can I track the cash value of each project management stage?
Hey, I use Trello and the 'Smart Fields' Power Up to track revenue across each project stage. Each card features fields for... Project value Outstanding payment And the top of each column shows the sum of both fields. So - I can see how much cash my business is due from each project stage. This is great for forecasting and…
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Customer Portal for Pipedrive
Hello Pipedrive community, I'm currently working on the customer portal for the Pipedrive, and I'm excited to share the progress I have made. Currently, it has some features that are visible on the website. https://pdcustomerportal.carrd.co/ I'm looking for feedback and ideas to take this project to the next level.…
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MULTIPLE DISCOUNT & SHIPPING FEES ON PRODUCTS
Hi, i haven't found a similar topic on community...so here i am. In our sales proposals we need to use many discount (different customer segment & extra discount for sales managers) and different shipping fees (% of the sell price). Attached a little xls example. I hope it will be of interest to other customers and be…
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Shared smart docs templates
Display some type of identifying information that shows which of my smart docs templates are shared with others without having to open the doc and look at the permissions.
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Is there a report where I can see all activity as a daily summary?
I am new to managing others. My husband and I run a business together and just hired 3 sales people that I need to manage/ monitor to know what is going daily on without looking through EVERY deal in pipedrive (somethings have been missed and now I am overly paranoid, at least for now). We have a few hundred deals in…
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Signer fields in document templates
I'm sure it has been asked before - but is there really no way of adding the signer fields to the document template interface, so I can set it up once for all users? We're losing precious time setting up initial fields on all pages of the contract, .... Thanks for updating! /cedric
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Google Drive Shared Drive/Team Drive Integration
I am wondering if Pipedrive supports Google Drive integration for Shared Drives. Currently, it seems that I am only able to upload files that exist only in "My Drive" in our Company Google Drive instance. Our organization keeps all deal-relevant files on shared Drives and therefore the google drive integration is useless.…
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Individuals without Organizations
Many of my sales are to individual homeowners who don't belong to an organization that's relevant to a particular sale. How do I set this up in Pipedrive?
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Warn users before making changes?
Is it possible to warn users before making changes to certain deal fields? For example, when a user changes a particular field inside a deal, it will email 5 people regarding the change. Ideally, we would like to warn the user before the change is saved. Is it possible? Thank you.
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Editing User Profiles
Hello! I think that Admin Users need to be able to edit the profiles of other Pipedrive Users in their environment. I would like to upload a photo for each of our Users, and would like to fix some names and emails in accounts, and unless I have that person make the change, this cannot happen! As an Admin, it makes sense to…
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Past revenue forecasts
Pipedrive only allows us to view the current situation when it comes to revenue forecasts. When changing the period of time to one of the past, e.g. 6 months ago. It shows the won deals of the past 6 months and also any open deals that may be still open in the past. However, it would be good to see the forecast 6 months…
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Sales Playbook
Hi community, Hope this finds you well. Just wondering if there are any tips for side-by-side Salesbook/Playbook integrations or workarounds for Pipedrive? Context: My company is shifting from Hubspot to Pipedrive and there was this function to create playbooks in Hubspot. I am not familiar if there are such parallels in…
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Deal to Project relation and Activities
Hello, if I can assign deals to a project, why it's not possible to assign an activity to a deal and project? I see I can assign an activity to a deal OR a project, but not both. Let's say I have three deals with a lot of activities assigned to them. All these three deals are assigned to a project. Is there a way to filter…
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Importing Multiple Options Field
I recently added a new multiple options field on people to be able to track specific types of information so we can segment individuals in various overlapping ways (e.g. lives in DC, works for a nonprofit). I don't know when this new field type was added, but I'm really excited about it! However, I'm not sure if it is…
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Recurring calendar entries synced from external calendar not doable in Activities list
Hello, recurring events (like weekly, monthly) synced from an external calendar (M365) are not "doable" in the Activities list. They don't show up in the activities list also, they only visible in the calendar view. Would be great to have them at least doable.
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Reports on Emails which are linked with a deal
If you are synching your emails you can get reports on the email performance. But you can NOT filter the emails which are linked to a deal. I am not interested in statistics on mails from my daily business and from my Grandmother, only sales related email count. And they are sales related if they are linked to a deal.
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Insight report: Average number of deals per contact
Hi, I am trying to figure out how to generate a report that will tell me the average number of deals per contact. I am able to see the results very easily when I go to the contacts section of Pipedrive, via the lost deals column but I can't find a way to display it in my insight dashboard. Looking for a single number…
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Support more encoding | including iso-8859-8
Hello Pipedrive Community, At the request of PD Support, I'm highlighting a crucial issue for Israeli users: Pipedrive's lack of support for the iso-8859-8 charset, vital for Hebrew emails. This is not a feature request —it's an essential fix for using PD in Israel. I'd appreciate any "comment for the algorithm" please, to…
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A Missed Mark: Urgent Need for Label Functionality in Pipedrive Mobile App
I'm writing to shed light on a surprising oversight in the Pipedrive mobile app: the complete absence of deal label functionality. This feature, fundamental in the web app, is mysteriously missing in our pockets. Labels are not just decorative; they're essential for organising and navigating deals efficiently. Imagine…
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Automation with the Invoice program Tiime following Quickbooks closure in France
Hi, As a french tech company we love automation and it is a large part of the reason why we love Pipedrive. However, since Quickbooks stopped its services in France, we are looking for alternatives and have been working with the invoicing service Tiime. Do you have any plans to offer a integration of the Tiime app within…
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[Closed] Struggling with finding new Leads? Let's talk! We want to hear your feedback
EDIT: This research session is closed; thank you for participating. Hey Hey 🤩 Do you sometimes struggle with finding new good quality Leads 🤔? Let's talk! Our team works on new ideas 💥 in the Lead Generation area and we would love to hear your feedback to help you solve your needs. Short 25-minute call this Thursday, Feb…
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New: Multiple email signatures 📨
Hey Pipedrivers! We’ve heard your feedback, and this often-requested feature is here: you can now effortlessly create and select multiple email signatures per email account to enhance your efficiency and personalization of emails. This feature is gradually deploying to all users on the Advanced plan and above, with general…
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Protect certain reports from Dashboard Date Filters
It would be really useful to have a toggle on a report instance on a dashboard to say whether it should respect the dashboard filters or not. This would allow us to have certain blocks showing eg "Year to Date" or "Last 12 Months" figures whilst also showing tactical information such as demos booked in last week.
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Trigger workflow from email tracking activity
Is there a way to trigger a workflow automation from the email tracking activity feature? i.e. I'd like to trigger a workflow that changes a contact property (for ex lead scoring) if that person opened\clicked link in email, or creating a follow up task Not looking to use external tools such as Outfunnel and as part of a…
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Group Filters like Group Fields
I have various reports that are pulled from both the insights tab and the deals column/list view. It would be convenient to group similar filters as you can with the data fields. That way, it's easier to find similar reports to export and send across other workstreams.
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API archive lead
Hello, I've been reviewing the API documentation and couldn't find a way to set a lead to archive status. I only see a way to delete a lead.. Has anyone found a solution for this? I am looking to archive a lead when a deal has been created via a scheduling link. If you have any insights, please let me know. Thank you.
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Customizable date formats
Hi there, would be great to have a possibility to customise the way the user views their dates. Right now, there is only a local standard to choose from (e.g. Czech in the screen shot below), but I don't have an option to view it in DD-MM-YYYY (or other) should I want to see a date with digits only format (without the name…
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Different plans for different seats
My team and I want to figure out what the best plan for us is, but realized we only need one seat with management capability and the other seats don't need as many features. If there is a way to have different users under different plans it would be extremely helpful.
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Bug - Web Forms UI
This is a very odd little issues that has existed for a long time now and has gone completely unnoticed... It appears that the top section of the web form page is made out of a transparent block so when scrolling all the text overlaps each other making the UI messy and hard to read. I believe a quick fix for this problem…