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Projects Tool - Feedback and need for development
Hi team Pipedrive, After using the Project add-on here are our team's feedback and need for future development : Project is a great tool that allows us to better implement our solution and work among service. Here are a few development that we deem important for the future of Projects Project - Automation : Add the ability…
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Signature and Initials Fields in Templates for SmartDocs
Following a chat with the support team it appears not yet possible to have Signature and Initials Fields in templates for SmartDocs. Please add this feature ! 🙏 A template is made to gain time. Adding signature and initials fields each time I convert a template into a doc seems so unnatural… 😫 Many thanks
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Round-robin in Scheduler
It would be great if Pipedrive's Scheduler had a round-robin team scheduler, so clients can schedule a call with either of the company's employees depending on their availability via one link (the same way as it's done in Calendly). I would have helped to use Pipedrive's Scheduler instead Calendly's for $32/month.
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Due date for activities spanning several days
When using a timerange in activities, it'd be great if the due date pulls from the end date, not the start date: Currently, due date is pulled from the start date, which is confusing when there's an end date. End date is the actual or more natural due date for activities spanning several days. Example: We're pulling some…
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How to cancel an organisation in Pipedrive
Hi everybody, I can't find any button to cancel an organisation…any hint where to find it? I need to be able to cancel them and it's such a basic function… Thanks alot Hanem
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Creating a doc template - best practices for custom form fields to be filled out before each job?
We have been using Adobe Sign to get signatures on contracts before starting work on new jobs. I recently learned about the integrated SmartDocs and I'd much prefer the direct integration with Pipedrive. I'm converting our existing contract templates into a template to use directly within SmartDocs. Previously, we had PDFs…
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unable to update attendees list after creation of activity (field "attendees" is grayed out)
When I create an activity (e.g. a meeting) I am able to fill in details, add / link attendees a.s.o., then save the activity - everything fine. When I reopen the activity to add a new attendee the respective field is grayed out. What might the reason be? Cheers Oliver
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Folders for Emails
It would be great if we could create our own folders for the sales inbox so we can keep them organized. The only option at the moment is labels
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Can I trust Pipedrive Email Marketing Reports?
I just realised irregularities and abnormalities in Pipedrive email marketing reports. The report comes back each time to say some recipients clicked a link 21 times or opened the mail 10 times. I did a test with my colleague and sent a mail campaign with 7 ( seven) links, he opened the mail once and clicked on each link…
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Separate Field Views in Deals vs Leads vs Pipelines
Is there a way we can customize the info and view of data and fields in Leads, Deals and Pipelines? If not, can they provide an option to select to mirror or customize. Our issue is that in Leads, we do not need all the information contained in Deals unless it is converted. Thus we have pipelines that do not need any of…
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Create meeting link for second email account
I would like to know if it is possible to create a second Meeting link (via Meeting Scheduler) with my second email account (Not default email). So far when i create a new meeting link, it is only offering me to book a call with my main default email account.
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Multiple Users In An Activity
Hi there, I've seen similar posts requesting for that ability to add multiple users to an activity but no useful responses to the issue. Is the only current workaround to add other users within Pipedrive as contacts so they can be invited as "guests" to an activity? Thanks!
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Alerts when Expected Deal Close Date passes
How can I set up alerts for Sales when their deal close date passes?
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Feature Request: AI Summarize a customer by taking into account all notes and activities
I’d love to see an AI feature that can generate a concise summary of an Organization’s journey and status by analyzing all linked notes, activities, and communications. This would provide instant context when viewing an Organization so my team can jump back into conversations without wondering, "where were we with…".
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New: Dark Theme in web app 🌓
Hey Pipedrivers! Some of you have been testing it already, and now it’s official: the Dark Theme, 2023’s most popular feature request in the Pipedrive community, is scheduled to reach all users by the end of January / early February 2024. This is a personal setting for each user, with three theme options: Light Theme –…
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Join Our Consultancy and Agencies Group – Insights, Strategies & Exclusive Perks!
Are you a consultant or agency using Pipedrive? Are you looking to learn and discuss how others in your industry leverage Pipedrive to get the best results? Join our dedicated Consultancy and Agencies Group to discover and discuss how top professionals streamline workflows and close more deals. Access expert strategies,…
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Creating Marketing Catalogue, Datasheets
Hi everyone, I'm looking for solutions to extract product information from Pipedrive and integrate it into a template to create a customer-friendly price list or catalogue of all our products and services. My current idea involves using InDesign to build the template and exporting the data to CSV for merging. However, I'm…
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business card scanner for IOS
would love a business card scanner feature for Apple products
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Keep Won Deals Visible in Pipeline Until Fully Closed (Aftercare/Long-Term Follow-Up)
Hi everyone, I’d love to see an option added that allows Won deals to remain visible in the active pipeline, even after being marked as “won.” The reason: many of my deals, although considered won from a sales perspective, still require months of aftercare, onboarding, or scheduled follow-up. These deals often stay active…
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Where could the email I have sent be because I can not see it in the deal?
I have lost an email that I sent where can I check deleted emails or anything else to find it?
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Why can I not find a way to delete a custom activity type?
I created a bunch of custom activities and now realize I don't need half of them, I want to delete them to clean it up, why can I not do this, or can I? What am I missing?
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Product unit price (discounted) does not round to 2 decimals on templates
Hello, It would be nice if the Unit price (discounted) actually rounded to 2 decimal places. On our template we use [Product unit price (discounted) (product unit_prices_discounted)] but depending on the calculation it could go beyond 2 decimal places and does not look nice on a quote. The user can backspace the amount but…
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Bulk Editing Should be Decoupled from Group Emailing
Could the ability to send a Group Email (not Campaigns) be decoupled from the Bulk editing capability? Our internal security team recently had us turn off bulk editing, to better control our data (and since Pipedrive emails our Legal rep weekly about this "high risk" feature being turned on). Almost immediately, we heard…
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Bulk Editing Should be Included in Security Notices
We utilize and appreciate the security emails that inform admins when a record was exported or deleted. This allows us to monitor and track when folks export and delete, instead of turning these features off for Users. Our internal teams are asking us to lock down bulk editing, since these are not included in the security…
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Add filtering based on linked contacts’ email activity, at Organization level
A CRM tool that’s used for sales and outreach really needs to allow filters based on whether the contacts (People) linked to an Organization have been contacted recently. Right now, there's no way to check, at the Organization level, if none of the linked People have received an email in the last X days. This makes it…
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Integration to Daily Planners
Since Pipedrive is a strict CRM we are forced to use other apps for administrative or project tasks. Another limitation from Pipedrive is that it only syncs with one calendar. Therefore in order to see all the tasks (Pipedrive and non-CRM related) it is absolutely necessary to have an external calendar. Instead of a simple…
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Sales Inbox - User Interface Options
Hi Pipedrive! I've been excited about using the sales inbox as my main email platform. It will help us in so many ways. However, I am having a hard time making the switch from gmail, and one of the main issues is the visual interface. The Pipedrive email interface is a bit overwhelming for a couple of reasons. I cannot…
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Labels (Sorting/Adding) & Issue
When working on this page: /persons/list/ It would be nice to select multiple contacts and then add a new label. Right now, you have to create the label first prior to selecting contacts. Additionally, if I want to edit the label for a contact, and then reorder my label list, once I make one change, the feature closes and…
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Upload product image using API (make.com /Zapier)
Hi, I have many E-commerce clients that can really use the product image and since they have hundreds of products this can't be done manually, it needs to be done via automation, is this being developed? if not can this be considered? Thanks
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Deal owner phone number
Smart docs has a merge field tag called Deal owner phone number. There is no place for a pipedrive user to fill out their phone number in their pipedrive user profile and in order for this to work each user must contact pipedrive support to have a phone number added to their profile. Please make this a field in the…