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Request signatures draw only
Hello, we are sending our agreements thru smart docs but we need them signed just by the option "draw". This is really important for our processes. When the agreements are signed by "type" they are rejected and this slows down our process. The idea is to only have the option "draw" and remove "type" when we ask for our…
WebForms related to deals
It would be create if it was possible to link WebForm to an existing deal. Case example: Deal movest to "meeting scheduled" -stage. Then few days prior the meeting there would be an automatic email with WebForm for the prospect to send us some background information. Now that would create a new lead/deal.
Improvement to use Label filter in Insight reports
It is awesome that it's now possible to add multiple labels to deals. But now when I have several labels in deals I cannot use labels properly to filter insight reports. There should be option to use label filter with "contain" condition.
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.
Dependencies in custom fields
Different information is needed in different phases or different pipelines. If I have multiple business units or products, perhaps entirely different fields are of interest. However, the number of fields can become quite high. And therefore confusing. How practical would it be to display different fields depending on the…
Linking people to multiple organizations
Hello! Looking for guidance - our company works with agencies where one account contact would manage multiple organizations. For example an advertising agency where we have the organization as 'Multi-Media Inc' but we want them linked to the 'Nike' organization - do we have to create multiple 'people' such as Amy Hunt with…
Clone or duplicate activity
Hello - Wondering if there is a way to duplicate or clone an activity so that we do not have to add the people and deal name every time.
Errors on automations highlight the faulty data
Whenever automations fail, the data that caused it to fail should be highlighted for easier problem solving.
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…
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…
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".
Web Form Improvements
Web Forms is awesome! And we are rolling it out to more teams for different functions. But I have two improvements that it needs: The ability to grant someone access to edit Web Forms without having to make them an admin. Basically, how can this be added to the list of functions that can be toggled on/off in our…
Adjust Calendar to reflect our companies fiscal calendar
Our company follows the retail fiscal calendar that runs Feb thru Jan. Not being able to adjust the base calendar, that reports are run on, makes quarterly reports completely inaccurate.
Obtain a Power Query Connector Certification
If Pipedrive obtains a Power Query Connector Certification, users can just click a link and access their API. Power Query Connector Certification - Power Query | Microsoft Learn
Organisation-Specific Smart Bcc
We currently have 'universal' and 'deal specific' smart bcc address options. Is there a reason organisation specific smart bcc addresses don't exist? When using Pipedrive as more of a conventional CRM system, it's sometimes prudent to attach emails which do not relate directly to a deal. Using the universal bcc address is…
Email automation when task is marked as "done"
I would like to send emails based on Pipedrive templates. Predefined emails shall be sent once I am marking a Projects-task as "done". Use case: I would like to inform a customer that something was done.
Label filter in Insights
It's great that there is now possibility to add multible labels to deals. However it is not possible to use "label contains" filter in reports. Is that on roadmap?
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?
Remove unnecessary email thread display
When opening and replying to email, all previous emails are displayed in a massive vertical thread. 90 sec demo: https://www.loom.com/share/d1024450591d4de4a672dfbcfa9bb80f
Merged: filter leads and other unfinished things in the lead module
This discussion has been merged.
Copy URL to a Lead Filter
For Contacts, Organizations and Activities, when I create a filter, I can simply copy the URL and share it with a colleague, for them to open the exact same filter directly (provided it is a shared one). For Leads this does not seem to be possible, because the filter id is not in the URL. I always have to tell people to go…
Multiple People Meeting Scheduler
It would be very very helpful to be able to add more than one person to a meeting scheduler link. My use case is that I want my CRO to be able to jump on all our client calls. Right now, I have to manually create events in my calendar to block when he's not available. A common link would be incredibly useful!
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…
Sort of the Fields when you create an Organization, Person or Deal.
When you create an Organization, a Person or a Deal, the Creation Menu offers the fields in a certain sort, but randomly. It would be nice to be able to choose the sort in which we want them to be displayed in the creation menu. And regardless of whether the fields are default or custom.
Project Tasks Mentions and Comments
It would be very beneficial for our team if it was an option to comment in dialog form on tasks and @mention people like you can in the Notes tab. Is this something that could be implemented in the future?
Activity duration in seconds
Hi, it'd be great to have the activity duration show seconds too. At the moment, the activity duration seems to round up everything to the minute. Therefore if an activity lasts only 2 second, it'll show 1 minute. This would be helpful when analysing call duration. Thank you, Marco
Participants / Email Templates
Pipedrive is a great tool, it needs a few additions that will improve the UX. Deals / Projects are completed by Multiple Team members. It's never 1 person's show. Now that we have multiple team members involved then we need all their contact info available as part of the Deals / Projects / Email Template For Customization…
Feedback and Improvement Suggestions for Pipedrive's Default Guests Feature
I would like to provide feedback and suggest an improvement for Pipedrive's activity creation process. Currently, when creating activities, users have to manually add the same set of guests each time, which can be time-consuming. My suggestion is to introduce a default guests feature that allows users to set a pre-defined…
Customize follow up email for smart docs
Would it be possible to personnalize the follow up emails to ask the signature of a smart doc please ?
Payment schedule - maximum number of payments
Hi, we have costomer contract and payment schedules that go beond the limit of 36 mth. Is it possible to rase the limit to ex. 60 months?

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