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@ tag / mention user into an activity note
Hi, It will be so good to have the possibility to tag a Pipedrive user (thanks to @) into an activity note as it's already done for the note in a deal / contact / organization ... Thanks
Horizontal scrolling: Improve visualization of multiple stages pipelines
1.- For pipelines that it has too many stages, let's say over 10 stages (and when it is not negociable ):, to have the ability to spread the view with a horizontal scrolling at the button will be very useful, other wise it is looking very weird like: 2.- In the last case, present a better solution to show the names of…
Making Smart Docs actually SMART with signature placeholders in templates
Smart Docs is ineffective because we have to add signature placeholders every. single. time. a proposal is sent to a prospect. See PandaDoc snipper below; both merge tags and signature placeholder possible when creating a template. Please add this?
Make merge tags work when you send a test email so you can test the merge tags.
Make merge tags work when you send a test email so you can test the merge tags. Right now, if you select "send test email" all of the merge tags will just appear blank in the test email you receive. This seems like an oversight.
Adding a customer logo to the organization overview
It is currently possible to add a photo of a contact person of an organization. But it is not possible to add a customer logo to the company where that person works. In this way, the organization becomes more visually recognizable. It may also be possible to make this logo visible in your general pipeline. This also makes…
Better notifications for Live chat
Notifications for live chat are quite frustrating - desktop notifications only last as long as all other notifications so easy to miss if away from your desk. Would be good to get an email notification to all people who are signed up for Live Chat when someone is waiting. Also to have the tab bar to change with a message…
Projects Filters and Contacts
I need to be able to filter my many projects based on any fields that I may have available, including custom fields that I have added to projects... Because I am managing many projects it would be most helpful to create & save these filtered views! Also - as I have requested in a separate tech discussion, I need projects…
Email automation/text reminders with Scheduler
I think Scheduler could offer email/text reminders as a feature to ensure prospects do not forget the meeting
Report to monitor Pipeline value & weighted pipeline value over time
We are logging these numbers on a weekly basis and plot it in excel and report to our shareholders. It would be great to have a graph that automatically produces this.
Workflow Automation | Create Activities when Product is added to a Deal
When a product is added to a deal currently there is no way to create an activity or do any automation. When products are added this can be a critical step and needs to allow automation of the workflow to happen. For example Product XX is added we need to create an activity for an employee. Product YY is added then an…
Projects on The App
I don’t consider this so much a new idea- rather a logical progression- I have started using Projects in Pipedrive and really like it and would like for them to sink with the app as i use the app and desktop interchangeably. Anyone out there also facing the same challenge?🙏🏻 It’s rather a disappointment & downside to…
Set a default font other than Arial for emails?
I'd like to set Georgia as my default font instead of having to change fonts every time I write an email.
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.
Advanced Email Search using unique information from the body of the email
Hey Pipedrivers, It would be really helpful if the User could search for an email using unique information from the body of the email. Currently, the email search function is fairly limited.
Why is there no URL/website field type?
Why is there no URL/website field type? And why is there no default website field for organizations? Am I missing something?
Filter on the calendar display on activities
Hello, I wish to see my filter in activities on the calendar display, it's working only with the list display infortunatly.
Dialpad Voip Phone Integration
Request: Integration with Dialpad phone service to sync voicemails, texts, call recordings to relevant contact records within Pipedrive.
More Colors for Labels
I can add up to 100 labels for a deal but there are only 10 colors available. Can the color pallet be expanded?
Live Chat : Offline/Online
The Offline script is triggered instantly (and not after the timeout) when no user has activated the "I'm online" status on their Pipedrive account. This is very useful to avoid waiting for a visitor on the chat outside of our company's opening hours. Now my question is: how to automate the activation/deactivation of the…
Emailing in the Mobile app
We would like to be able to use other mails than Icloud and Gmail in the mobile app. Is there a workaround for this?
Request for Including the note content field in the insights report section
It will be really convenient if you could add the Notes field in the Report section. It helps us to visualise the Notes along with the other data fields such as update time, next steps , deal value etc. For Generating report note content should be added in the insights report section. Exporting the notes or individually…
Can emails be linked to a deal based on the deal participants?
My client runs a business where each customer usually consists of two parts: sales person and technical staff. Let's say my client has a deal with a company 'Acme' which has two contacts: * sales person Alice: alice@wonder.land, who is linked to the Acme deal. * technical staff Bob: bob@wonder.land, who is added as a…
add custom fields to contact via scheduler
When you use a scheduler I have several mandatory questions but only questions as phone and email automatically gets added to a contact. When a person's answers to my mandatory questions (my custom fields) in scheduler be added to contact details directly after he scheduling a meeting?
Duplication Rule on Email is Broken
The default duplication rule on contacts (name + any of primary email, phone number or organization) does not really work for us, since we regularly update contacts from their submissions of registration forms. And people misspell their names surprisingly often. They rarely misspell their email addresses though, because…
Campaigns: view in browser link
Pipedrive Campaigns does not allow to create a public link to share them (in a social link or just to make sure people can read the content). It would be great to add that feature
Need to be able to control default Email Settings across all Users
What is happening: folks set up their Email Sync (without our help, so that we aren't able to make sure their settings are correct) and select settings to Automatically link emails to Deals and People and to Share their emails (instead of Private). This fills our system with emails that have nothing to do with Sales or…
Please allow us to sort the Kanban view
As I understand it from this post, the Kanban columns are auto-sorted by activity. But that creates a problem for me that ultimately wastes my time and energy. Too often, I'm waiting for events to happen over a few days - as a result, it's impossible to remember 'last activity' - and I spend an inordinate amount of time…
Subscription deal value should increase month to month!
[ 1 ] It is crazy to me that the deal value is not automatically summed up based on the amount of monthly payments If I have a client that pays $100 every month, and I have infinite cycles, meaning I have no idea when they cancel, the deal value over the period of 1 year is $1200. Not 0, and not $100 (Set recurring amount…
Link email threads usings workflow automation
Please can we have the ability to link email threads together using automation so that the reciever can see email the email chain as part of our campaign?
No recurring tasks
How can Pipedrive not have recurring activities? Such a simple and important feature for a CRM. I was a part of the recurring activities Beta and was using it and now the feature was taken away.

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