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Activity Quick Note
When calling through a list of organization I often find myself putting the previous call's notes on the upcoming activity's notes section because it's faster. For example, if I have a call scheduled for today, I'll make the call and mark it as done. A new activity window will open automatically and I'll type in the call…
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Account Management After Deal Won
Hello All, I'm curious if there is an optimal method for managing customers' "accounts" after a deal has been won. We are a company that sells cosmetics B2C and also B2B. We primarily use Pipedrive for managing our B2B sales, but once we make the first sale, we struggle to find an optimal way to stay on top of their…
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Dynamic links and images in email templates
We have several custom fields that we would like to use for dynamic links and images in email templates. If those features are not planned, are we allowed to at least do custom HTML and code ourselves?
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Adding/Removing of label leaves a note.
Hi guys, We need notes for everything - we always need to know who did what and when. Problem is, if somebody adds or removes a label, this seems to be the one thing that Pipedrive does not care about. Can we add this functionality? Or have a toggle to switch it on or off, along with probably a dozen other items that maybe…
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How can I sort or reorder my Product Variations?
I initially posted this as a suggestion, but maybe I'm missing something. Is there really no way of sorting or organizing the Variation list of each Product? I have over 30 variations per product, and since they are sorted by creation date, it's really hard to find them in the "Add product to deal" screen. This is creating…
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Raising Projects from Deals but the activities don't link
Hi. It might be user error but we create Projects from Won Deals using the Project templates. When we do this, the activities save but they don't link to the deal, just the project. Is there a way that when we create a Project from the deal, it automatically links to the won deal?
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Import CSV Call records as activities and link with person records?
I have a csv file of phone records. The file does not contain the names of the contacts. I want to import the call records as completed activities and associate (merge) activities with existing contacts. Is this possible, and if so, how?
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Product recurring feature is not good for reports or handling subscriptions
Hi Pipedrive, The new recurring product feature feels like a downgrade and operates very clunkily. Subscriptions – When a client updates their subscription (e.g., price or user count changes), the system dynamically adjusts. However, why does it retroactively alter past records as well? Reporting – Revenue is not evenly…
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Connecting married contacts
How do I connect two contacts that are partners? How to connect two contacts into a deal?
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SmartDocs/eSignature : Need Direct Signature Link for Pipedrive SmartDocs without Email Notification
I'm using Pipedrive as my CRM but sending quotes through PandaDoc for a critical reason: PandaDoc gives me a direct signature link I can embed in my own personalized emails. I'd love to use Pipedrive SmartDocs for my quotes with eSignature, but I'm facing two issues: SmartDocs automatically sends signature requests via…
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Smart Docs e-signatures - a link requesting a signature
We love Smart Docs e-signatures, and we have a suggestion. It'd be very useful if the view-only link for proposals could be either modified or augmented with an option to send just that link to trigger a signature. Proposify offers this feature and it's something our reps use all the time to reduce friction in the signing…
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Link in email notification when lead is assigned
Hello, I have a question. When I assign a lead to my colleague, he receives an email message. Is it possible to add a field with a direct link to this lead? Preferably with a button.
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Support with setting up flows
Hello< Just signed up for pipedrive. they promised a tech to help us set up all our flows and get pipedrive ready to roll. But now that we've purchased pipedrive no one seems to know what we are talking about. We can't seem to get ahold of customer service. This is turning into a nightmare quickly. Can someone help or show…
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Top WordPress Plugins to Integrate with Pipedrive
To this day, WordPress remains a popular tool for building websites. Add a simple web form, and you get a powerful and inexpensive lead acquisition tool that can be integrated with Pipedrive to keep your pipeline updated in real time. Read on to find out the five most popular methods to integrate Pipedrive with WordPress…
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Smart Doc/E-Signature to Trigger Automation
I'd like to be able to trigger an automation based on a completed e-signature in smart docs. Example: Proposal and Contract is sent to customer, the customer signs via Pipedrive e-signature. Pipedrive marks the document as completed... this should trigger automations such as mark deal as won or send a Slack notification to…
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Automations for welcome emails
Firstly, your lead forms aren't usable as they have a "please don't submit credit card details" stamped on them. This makes no sense as we're a creative agency asking people to subscribe to our newsletter. I want an email address and consent, not bank or credit card details. Apparently this is a GDPR stipulation that can't…
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Bulk Delete Multiple Filters
I wish we could delete multiple private filters at a time
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Query Regarding Person Search API
Hi there, I was wondering if there is a way to retrieve the first and last name directly from the Person Search API request ({{baseUrl}}/persons/search...). Additionally, since I can obtain the primary_email, is there a way to retrieve the primary_phone as well? Also, is the primary_phone always the first entry in the…
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Audio possibility in campaign emails
It would be nice to have audio possibility in campaign emails. Nowadays people like to listen the content rather than just read it. Just add function to upload audio file and play it by clicking a button.
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New: Insights PDF/PNG Export 📊
What? You will be able to download the graphs from reports, goals and dashboards into a PDF file or PNG image When? Gradually rolling out over the next few months. If you'd like to be among the first to try this feature just let us know in the comments below 🙋🏽♀️
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White label?
Hi - love pipedrive. But we need white label. Talked to Pedro in support - very helpful - and he says this is not available. Are you planning on developing this and when would it be ready?
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Adding commissions line item to products
Please add a line item, like you did for taxes, for commissions on products. We are in the travel business, and each product we sell has a different commission. The commission is our actual revenue so we can't accurately calculate this now without a special field and a lot of extra work. We want to track commission and the…
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Predefined drop-down from the customer landing page with pre-selected product in the
The option of a predefined drop-down from the customer landing page with pre-selected product in the Pipedrive forms. I have customers with a form loaded with the selected product on the website. From here, it would be nice if this product could be tracked in the Pipedrive lead/deal, not as an open field depending on the…
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"REASON LOST" Notes for "Lost Deals"
Hello fellow Salespeople... so, whenever we lose a deal and click that big red LOST button, a little comment box pops up and asks us for a comment. I use this little box to describe why I lost the deal (price was too high, customer went with a competitor, etc) BUT - WHERE DOES THAT COMMENT GO? When we go back and look…
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Multi email programme preview
Multi-email-programme preview. I.e. give me the option to view how this email will look in Windows Outlook vs Gmail vs Mac Outlook etc.
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End date for products
We are a platform that has a subscription model. I like the idea of products but i am missing an option to put an end date for anual subsciptions, one a customer has decided to not continue to use our product. This would be great in the combination, once the deal moves to the lost stage.
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I need a professional to integrate SMS automation for me
I need a professional to integrate SMS automation for new leads added to my PipeDrive. Please, only someone truly experienced. I need this done today.
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Threaded comments in Tasks in Projects
We are implementing Pipedrive Projects and our team feels that the Notes tab is not very relevant or useful, because they need to make notes in relation to specific tasks. They would like a Comments feature to be added to Tasks, placed beneath the Description field. Functionally, it can work just like comments currently do…
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Capturing contact data from mail signatures
Dear PD-Team, while I appreciate the effort you are spending to implement AI features, I see some way more useful AI cases than the ones I am being promoted with. One of them is to extract contact data from incoming mail signatures and automatically updating them on the contact. Phone numbers and addresses could easily be…
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Color coding the deal funnel
Another level of visual categorization in the deal funnel board would be helpful to identify categories of deals. Specifically, allow the user to color code each of the tiles, similar to how one can color code Outlook calendars with a right click. The user can create their own color system to help different types of deals…