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Add the Aptos to font family
Microsoft now uses Aptos as it's default font in Outlook, however this font is not available in Pipedrive. Therefore emails look different to end users when sent from Outlook vs Pipedrive. Can you please consider adding Aptos as a supported font to provide a seamless end user experience?
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What happens to emails when someone leaves the company?
Hello Community— question for you. We are asking Users to turn on their Email Sync and Link emails to Deals. But what happens to this person's emails when they leave the company and IT eventually turns their email completely off? Would we lose that email history in Pipedrive, too? Thanks!
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Price Increases Unacceptable for Smaller Businesses - Dominic Allon - Please reconsider
Pipedrive - Message to the CEO Dominic Allon. This price increase is crazy. We are current paying for x3 Advanced Seat at £32.90 per month (£1,184 per annum). Now the price has increased to £49.00 per month (that's £1,764 per annum). That a price increase of £580 per annum. We are a small business and that increase is…
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Linking email chains to multiple deals
Our team would find it very helpful if we could link email chains to multiple deals simultaneously — particularly to multiple deals associated with a particular organization
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Automation, Deal value Multi Currencies
I've got a condition where if deal is less than £180,000GBP ARR then I can allow the deal to move to the next stage. However for larger deals I need to get financial approval from another department. I can get it working fine for GBP but I don't want to have to duplicate my logic for every currency I support. Ideally…
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Company level custom fields
It would be great to be able to create company wide custom fields -i.e., for telephone numbers, links used often, addresses, etc. Please note that I'm not referring to organizations. But to the company/business that owns the Pipedrive account. Currently, I have to create a custom field for the deal, or contact, to hold…
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Deleting Campaigns
Is it just me that needs the ability to delete individual campaigns? They might have been either production tests (not just sending the 'test email' that doesn't pull in variable data), or long finished. this could be archiving if cannot be completely deleted for audit reasons, but some are best just deleted.
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Can we use Pipedrive to manage customer support tickets too?
Can we use Pipedrive to manage customer support tickets too? We want to use single tool to manage, customer data is centralized and updated.
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Does Pipedrive have any plans to create a ticketing system for customer support? Like Hubspot Ticket
Does Pipedrive have any plans to create a ticketing system for customer support? Like Hubspot Tickets. We would find it very useful. Would anyone else? If it is not on the agenda - what is the best service ticketing software to connect pipedrive with?
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Campaigns link click throughs
With our previous email provider we used to get a full break down of who had clicked which link in an email and could then export that data to create a 'call list' for sales to work through interested people. This information is buried within a person view and not easily accessible for this purpose.
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business card scanner for IOS
would love a business card scanner feature for Apple products
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Goal Feature Needs More Options & Export
the current Goals feature is TOO bare bones missing way to see totals. For example, I put quarterly goals and there is no way to see what that adds up to for the year. Or cumulatively for the duration of all goals combined track goals for multiple periods when one quarter outperformed or underperformed, so we can see how…
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Frustrated with Smart Docs
Honestly, I'm kind of annoyed with it so far. Two things in particular that's it's important I can do with doucments, you can't do with this integration. We upgraded our Pipedrive plan to use it, but it looks like I'm going to need to pay for Docusign or Panda Doc anyway, in order to be able to do what we want. #1 - We get…
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Feature Request: Manual adjust "time in stage"
Occasionally when adding new (or older) deals, changing deal stages or moving stages between pipelines (and deleting old pipeline), time in stage is either not represented accurately, or can be missing completely. This of course affects accuracy of data and reporting. I think its important to be able to adjust the "time in…
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Web Forms: Conditional Logic
Hello, I like the web forms. I just started integrating it into my website. I LOVE that I can actually change and hide the labels in the multi-choice inputs. But it would be great if it had some conditional and submission logic options. Prompting my leads based on their replies right on the website, as opposed to emails,…
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Automating incoming emails
Hi group. I would like to create automation that sorts out incoming mail. For example. an email comes into my mail box that is unrelated to any deal, so I would like to detect that mail and automatically delete it. I am running the advanced version of PD. cheers
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Crear subcarpetas para organizar el correo electrónico
Buenos días, Salvo error, sólo veo que con los correos se puedan archivar o eliminar. ¿hay alguna forma de crear subcarpetas para poder tenerlos organizados? Muchas gracias. Ricardo N.
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How to use webhook to add a image to a product
Hi! I successed in creating a product on Zapier using the API Request function, but I want to add a image to the product from a url on my shopify. How can I Do it?
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Para temas de servicios, donde hay venta y arriendo, que es lo mejor para trabajar a través de Pipe?
Actualmente estoy trabajando con el Pipe con un embudo comercial, luego si se gana el proyecto se va a un Project de operaciones. Dentro del proyecto yo estoy poniendo el valor UF/m2, pero quiero ver si puedo integrar productos a esto. Entonces, alguien tiene alguna idea de como agregar servicios y materiales a los…
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Change Log and History For Leads is a Must Have
We recently had an issue with agents taking other agents leads and to our surprise, THERE IS NO CHANGE LOG FOR LEADS! There is no record what-so-ever. This is a HUGE vulnerability in the system and should be corrected immediately. PS. I'm aware that you can configure Pipedrive to prevent users from changing the owner of…
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How to limit field edit access to a specific profile
We are transitioning from Salesforce to Pipedrive, and in the company's commercial operation, there are fields that should be available for user viewing. However, only certain specific profiles should have access to edit them. Is this possible in Pipedrive?
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Whatsapp - Projects
Is there a Whatsapp app to connect Whatsapp to Pipedrive Projects, so I can make a new project from Whatsapp or change the status etc?
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Add OR Filtering Logic to Insights
I'd love to use the Revenue Forecast report to do what-if analysis in Pipedrive, but this is not possible with the current filtering capabilities. For example, the default filter criteria on this report includes all Won and Open deals in the current forecast period. I'd like to be able to add filter criteria to only…
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Can't add leads anywhere. Anyone else having this issue?
I suddenly no longer see the Add Leads button on the Leads screen and I no longer see the Add Deals button (with the drop-down to add leads) when I am in a person or organization screen. The buttons are just gone. Right now, I can't add new leads. The only way I can add a new deal is to go to the Deals screen and click the…
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How do I restore a single deleted task?
How do I restore a single deleted task? Frances
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Manage Item Followers
Hi, everyone! I'm wondering how to set it up so that when someone is no longer the owner of an item, they automatically stop following it and no longer receive change notifications. Since they’re no longer the owner, it doesn’t make sense for them to keep receiving updates.
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ACV info in dashboards/insights
My team is looking to report on ACV, this is a key metric for us as a SaaS business. This is possible in deals, unfortunately the ACV is not available in insights (charts) making it impossible to visualize progress. Please make this available asap.
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Group Emails in each deal
We often work with multiple consultants on one deal. We could have over 100 emails for one deal for each consultant and we could have up to 10 consultants on a deal. This means the emails from consultants are all mixed in one list in each deal. I propose the ability to create email groups in each deal so we can filter the…
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Checklist / To-do list feature
Hello, I think it would be very helpful to add a checklist feature (with use of templates) alongside the notes/emails/activities/files tabs. Ideally the checklists could be pinned to the top. And checklist templates would make this amazing for me.
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Partner Program Team: How do I find the referee emails to start the implementation?
We now have a new source of Pipedrive leads who became paying subscribers directly via our referral link (previously, they typically signed up through Calendly with us). We need to reach out to them and launch the implementation package[1] as a result of signing up with us. How can I find the email of a company that…