-
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.
-
Share others users calendars
Currently you can create a calendar schedule according to your work schedule and share this as a link to leads/clients. I would like to see an update where I can share another users calendar on their behalf. For example Assistant shares Supervisors calendar to client synced with their schedule. That individual would need…
-
Email Threading with Automations
I posted this somewhere else and a lot of people agreed that they need this feature. Please create a feature to do email threading through automations. For example, I should be able to create an automation to do a follow up email in the same email thread on a delay. Unfortunately, I will need to look at outside tools since…
-
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.
-
Integrate shared mailboxes
we use in outlook generic mailboxes like marketing@... and support@... ala PD does not support shared mailboxes... yet. Unless we vote this to add to the roadmap. Imagine what this can do for you; a generic email address used for sending emailing and receiving requests
-
Pipedrive needs to improve the ability to sort and filter contacts/leads
I can't be the only one that has contacts with a lot of different data points. I don't mind using the create a filter function to narrow people down using certain criteria like; Location or emails sent/received in the last month. However, having to repeatedly go into the filter to narrow down or change the search is…
-
Filtering by column in Tabular view
Currently, the Pipedrive tabular view UI only allows sorting alphabetically. I would absolutely love if I could bring up my deals page in the tabular view and filter the results. The only way to filter currently is to create a custom one each time - which is time consuming. If Pipedrive would change this UI to an excel…
-
Re-assigning emails to another deal
Sometimes emails to to the wrong deal and when I'm in a deal that has an email that does not below there there is no way to change that email to another deal. Currently it can be unlinked from the current deal but there is no way to put it to another deal. I put it to another deal I would need to search through thousands…
-
Switch Email to Different Deal on Deal or Person Detail Page
Could you please add the ability to switch an email from one deal to another inside the Deal page or Person page? Ideally, the drop-down would say "Switch Deal" and I could search for or add a new deal from that option. Right now it's a 3 or 4 step process. Maybe even create an option that allows you to move many different…
-
Converting leads into deals with specific label
I have a small suggestion that could improve your already great product. So the task. I have a lead with a specific label. I need to convert it to a deal right away with a specific label. I sat for several hours, but could not find a suitable field. It would be cool and I think convenient if it were possible to set up…
-
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
-
Projects due dates linked to last activities completion, not from the start of the project
Now in projects, you can create a template where you have different activities and project tasks. The issue here is the due dates: You can only set the predetermined due dates from the start of the project. The issue here is that if you have to wait for your customer (or some third party) to respond / to do something, your…
-
Ability to Organize Filters with folders and/or tags
Currently if you have a lot of different filters to sort through your deals and activities, it can be hard to find the one you want. There's no way to hide filters that are not relevant to what you're trying to do. They're just sorted alphabetically in a long list. So you have to scroll through a long list. Some of my…
-
Fix horrible "solutions provider" UX
When we signed up we appear to have been bound to a third-party "solutions provider" which render any direct Pipedrive support (including in-app chat and emails to support) totally useless. We've never heard of this solutions provider before, and the experience of having any attempt to chat or email directly with Pipedrive…
-
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…
-
@ 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
-
RTL languages for lead booster web forms
Hi. I've been waiting quite a long time to see lead booster web forms support RTL languages (Arabic/Hebrew). I'm sure such an improvement would benefit many users.
-
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…
-
Products Area
The products area really needs allot of help ~ I love how the product integrates with Pandadoc's as our last CRM did as well. Pipedrives integration works better hands down. However the producs list is not sortable ~ this makes it very difficult to find items. Panda has catagories so you can create subcatagories for each…
-
Automatic description for product
A nice thing will be to add automatically a description when you add a product into a deal. Therefore, you can export easily to Pandadoc for example to send a quote to a customer.
-
CalDAV & CarDAV sync
Hi there, We are very happy with Pipedrive, but our mail and contact directory is not Google. We use Fastmail, with services based on CalDAV and CarDAV protocols. Does CalDAV and CarDAV procotol support is in the roadmap? Or do I need to continue to use external tools such as Harmonizely for scheduling meetings with my…
-
Multiple People Assigned to a Deal
Many times I have more than one Point of Contact for a Deal. I have created custom Fields to add a second person to a Deal, however, I also have to create them as a Contact/Person to have their information so I am adding their information twice. Can we add a second Contact person to a Deal?
-
When will you integrate with ClickUp
I have researched different task management systems such as Trello and Asana, and ClickUp is the newer player in this field. They seem to offer better value and ease of use. I see that you integrate with Trello and Slack. Will you integrate with ClickUp? If so, when?
-
Turn Off Leadbooster Section - Remove Campaigns and Projects icons
Hoping someone can help here. I am not interested (at the moment ) in Leadbooster nor am I interested in the Campaigns or Projects which are all paid service options. I would like the option to hide these as they are just eye graffiti to me that I don't want, and, I don't need to be reminded constantly about paid services…
-
Campaigns and Workflow Automation Compatibility
Hello! I am currently transitioning into Campaigns and wanted to raise this for discussion to see if it is either in the roadmap or can be added in the future. Right now, I am using Mailigen, which is being shut down in the next two months, so this is a rather time-sensitive concern. We are moving to Campaigns specifically…
-
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…
-
Ability to report on Participants
Please allow reporting and/ or view for PARTICIPANTS attached to: Deals Products Other This has been requested for several years and yet to see it resolved.
-
Emailing marketing workflow
Can we have the ability to create a marketing workflow following an emailing opening ? In other words : we send an emailing from Campaign, when a contact opened this emailing or clicked on a specific link, we can send to him a specific emailing Thanks. Amina
-
Products sales analysis
Hi there, After talking to your help team, it appears that there is no possibility to export products sales in an Excel document to analyse it. Indeed, we are using Pipedrive to realise quotes and sales, we have more than 600 products and no possibility to analyse products sales quantity over time... Could you imagine a…
-
Multiple calendars synchronisations
I have more than one calendar on Office 365. But PD can only sync. one. It would be nice to sync. multiple calendars.