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Currency formatting
Hi! Is there a way of changing the way the built-in currencies are displayed? I would like to get rid of any decimals and also ideally show it in thousands. Thanks!
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Use esignature in Smart Doc template
Can I add a esignature field to a doc template? I would rather not have to drag the signature fields over every single time. Can I include them in the template?
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How do I create visibility of open and won deal in my pipeline?
I have a rather different business where there are multiple steps to winning a deal. Basically, a deal can be won at stage 4, and then over the course of the next 3 stages, it is possible to lose the deal still and or win a much bigger deal on that 7th stage. I want to show the deal as won after the 4th stage, but I want…
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Project Automations
Hi there, We are a wedding business, couples book their weddings with us through Acuity. I already have a Zap that converts the Deal to 'won' as soon as they book. However I want to be able then to manage their booking all the way through their wedding journey inside Pipedrive using projects. I am looking for a way that…
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How can i stop images from rotating in Outlook
Sometimes when i create a pipedrive campaign with images, the images come out rotated or upside down when viewed in outlook. It doesn't seem to happen in any other email client, Pipedrive have told me it might be something to do with the way Outlook renders the email. I use Outlook all the time and dont get upside down…
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More formatting features in Settings
Hi @Janis Rozenblats, Another feedback for you! Could the following "Content" properties be also available in "Settings" properties? * Text colour * Line height * Letter spacing * Block options It would help with the workflow - the ability to set up the design properties globally in "Settings", and then if need be, amend…
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Ability for the Pipedrive to calculate commission dynamically by setting up a commission policy
Pipedrive to automatically calculate commission for a user depending on the commission structure/ slabs set by the company.
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Commission
Trying to find an easier way to figure commission than what I am doing now. We do not have our accounting system integrated. Right now I am looking at reports for the sale person and then typing everything in an excel sheet. I am sure there is an easier way to do this that I just can't think of . Please help!
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Lead Automation with an external tool (Zapier, make.com, etc.)
Hi there, I would like to automate incoming leads from one of our partners. They use Salesforce and currently send the leads and their details to us via email. We then manually import them into Pipedrive and I want to get rid of this process. I have already created an automation using Zapier. Using the feature incoming…
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Cross-sell
Hello fellow Pipedrivers! Our business and product selection is growing, and I am facing a problem that I am unable to solve myself. Maybe someone of you has had the same issue and can share how you solved it. We have customers that buy from us the same product every year, so they all have already a deal in the pipeline.…
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Five9 integration
Hello PD, do we have a good integration with Five9? I have a prospect that has Five9 and needs this for Pipedrive. Or also Dialpad? Thanks!
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Custom buttons to trigger your 3rd party automations? Here you go!
If you use iPaaS / automation platforms such as Zapier, Make.com (Integromat) or any other you have most likely sometimes struggled to find a suitable way to trigger you automation. Typically the options are either through a webhook, filter etc. but this can be very inefficient and confusing for a user to understand…
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What is the best way to show commission splits for Deals w/ multiple sales agents?
We are having to currently create two separate deals for both of their pipelines and for them to put their split of gross commission in the value field so their pipeline reflects their personal commission but then we have two of the same deals showing for our COO admin view and the two agents have to pick which deal they…
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Deal: Expected Closing Date
I am looking for a way to create a report that shows the number of times a business has had its expected closing date changed. I have not been able to retrieve this information through the API. Does anyone have an idea of how I can obtain this information in a massive way?
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Shared Draft Emails
It would be great to be able to automatically share draft emails for shared deals/contacts/etc. In the spirit of teamwork on deals, collaborating on communications is critical. Kinda mission critical for us and oddly absent from the platform.
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Calendar recurrent Meetings Synchronization
Hi there, just synchronize my calendar and it didn't show my recurrent meetings, what should I do to get all my meetings sync. here in Pipedrive?
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What is the best way to track UTM or lead source in Pipedrive?
Looking to track campaign values or pass UTM link via web form lead submissions. Thanks
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How can I test an email, before sending it.
Hi, I can't find a way to send a test email to me before sending an email through pipedrive. Anyone can help? João
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Errors on automations highlight the faulty data
Whenever automations fail, the data that caused it to fail should be highlighted for easier problem solving.
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Are there any current clients who are Commercial Real Estate Brokers?
We are trying to build out the best way to set up our new listings and all the deals associated with that listing especially from a reporting standpoint and a project management & sales stand point.
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Email Design Options: ability to change fonts, size, colors
Are there any plans to be able to customize the look of emails? Fonts, size, colors, aliment etc.? Id like to be able to keep my company branding uniform, but also be able to add "character" to my messaging.
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How to import list of contacts or leads from excel to pipedrive?
I have tons of data on my excel for leads and contacts. Now I want to do everything from pipedrive. How should I approach this exercise? Should I setup my excel in certain format or anything else?
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Font Flexibility
Hi, I am building my first email template. I am going with 'medium verdana' font as that will look best in a recipients inbox. However, when I add dynamic content fields (personalisation) the font comes in as Arial 14. I don't want my emails to be hitting inboxes with Arial 14, and I don't want my emails to have the…
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Why are email signatures missing in automation?
Pipedrive support are being a bit slow on this subject, but we have noticed that our email signatures are missing on email templates that are sent automatically as part of one of our workflows. Any ideas how to fix this?
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Save multiple changes to a record at once
If a user needs to make multiple updates to a record, they currently have to hit the save button after each change or lose the other changes. This is annoying and anti-intuitive. A secondary problem with this is that after every save, a "Record Changed" webhook will trigger, causing subsequent api floods with essentially…
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Email Signatures with Automation
When I have automation set up to send off an email, it is not including the email signature. Is there a way to include it (each sales agent has their own signature and any of them can trigger the automation) or do I need to set a general business signature to include within the template instead?
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Is it possible to get a weekly report on customer interactions at the click of a button?
I would like to create a weekly report for my supervisors that reports my interactions with customers. Currently I do this manually, but it is very time consuming.
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Is it possible to receive a mail when a new task has been set for me as a user?
I would like to bring to the attention of our employees that you have been assigned a new task.
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Make type Title of Deal as Large text
Now this field is too small to see all information you need. It would be awesome if I clould change type of the system fields. So I will make it "Large text".
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Merge Contact Duplicates
Hi All, I need to merge over 500 contact duplicates, is there not an easier way than having to go through each one and choose primary contact to merge with? I cannot see myself going through all 500 contacts to do this. Then having to click preview for each then merge. I also need to do the same with organizations. Your…