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Allow adding multiple Zip Codes at one time.
Currently, each zip code has to be added one by one. If you want to add 20 or more zip codes, adding them one by one is a pain. Most lead search tools allow you to add zip codes in bulk using a comma or a semicolon. Zip code is more accurate than the city because multiple counties in one state can have the same city name…
Signed Contract should be a trigger for automations
We are all using Pipedrive to close deal. A deal is closed when a contract is signed (some would say that it's when the money is in the bank, but I won't debate this). Anyway, the most important thing for me is when a client signed a contract. This should be a trigger. Otherwise, the contract functionality is way less…
Add margin when adding product to a deal
Hi all, I'm looking for a way to add a margin when adding products to a deal. We work with different margins each deal. I would like to see not only our revenue but also our profit in report. Any thoughts on this? Thanks!
Identify current user for automations
There are sometimes situations where you don't want to know who is the owner of adeal but who made the change in question. Especially if the user makes changes that don't fit into the workflow and you want to send him a mail. Unfortunately, with an automatic, you can only access the owner of the deal, but not the person…
Display Custom Field on Pipeline screen for deals
We have added a custom field to Deals (deal type) and it would be helpful to allow this field to be seen in the Pipeline view where all the deals are, so I can see what is coming down
Show deal participants in pipeline
Hi, Currently a deal pipeline only shows the main contact person and the participants (other important contacts at client) are only shown if i click through to the actual deal. The proplem with this is when i download the pipeline to excel, only the main contact is downloaded and if i want to send a group email to the…
Customisable cards like Jira
1 Jira allows the user to customise the cards on a board. Which makes actually scanning the board so much easier and effective. Pipedrive... not so much. You have to endlessly toggle between table and board mode. Super time consuming and inefficient. Make cards customisable in Pipedrive by allowing the user to map their…
Multiple recipients email tracking
I see that a lot of people are asking for identification who is opening the email and I imagine it's kind of hard to do, I have another problem with UI When sending tracked email to several people on the email tracking list it does not recipients anymore, just says "Multiple recipients" which is very annoying since I'm…
Create a new contact from a mail in the app
It’s a great feature in the web front end to create a new contact directly with the data from an incoming mail. Unfortunately this function is missing in the app for the Apple iPad. That’s really a pity. The app is very well designed and provides all I need for my daily, mobile work … except the function to directly create…
Smartdoc automation for Slack/teams/Asana
When we send a quote/proposal to a client through the PipeDrive Smartdoc feature, we should create an automation that connects with Slack/teams/Asana or other software when the client signs the quote or even create a follow-up activity. That way we'll be able to know and not miss any Signed documents. My team sends up to…
Perform calculations in custom fields
I believe it would be extremely helpful to provide the ability to perform calculations in custom fields. This would be even more useful if you could report on these custom fields. ie...calculate commissions on project value or calculate profit margins etc. Thank you for the consideration!
Enable access permissions for Pipeline to be shared externally
Enable access permissions for an individual Pipeline to be shared to an external user, without allowing them access to view other pipelines
Printing / Exporting - Email Tracking Report with Contact Names
I would like to be able to print / export a list of Emails Sent that were Opened (or not) with the names of the Contacts they were sent to so we can follow up.
Calculate deal value based on other custom fields
Just found this article: https://support.pipedrive.com/en/article/custom-fields-formula-fields yippie! I would love to be able to calculate the deal value based on other custom fields, is this possible too?
Workflow automation between boards/users
Each user of the company might have restrictions on access to certain boards. If there is an opportunity to create automation between the boards, the done project on one board (user) would be moved to another board (user) to start working on the next part of the project. This automation promotes better and faster…
Duplicate Document Templates
I use several different document templates that are similar, but with differences in specific areas. I have to re-create the template each time, even though it is fairly similar to the other templates. I think a simple "Duplicate Template" feature would be really helpful
Activity Types -- Option to hide from create a new activity panel
Also, improve the contextual list display of activity types in the Calendar view. Half the list or more gets hidden under the all day activities area when attempting to create a task in the Calendar view.
PRIORITY/LABELING
We added tags to our deals to track them based on priority level. This works great on the computer as we can see LOW, MEDIUM, and HIGH PRIORITY with BLUE, YELLOW, and RED colored bars tied to each deal. However, I cannot see those tags on the mobile app where myself and technicians typically use Pipedrive in the field. We…
Save a note without clicking the 'save' button
I would like to save a note without clicking the 'save' button. for example 'cmd + enter" would be great such that you don't have to use your mouse :)
Public calendar
hello, I wish to make possible to have a public calendar with the activities
Expected close date
Hello, it would be very useful to see also in PIPELINE VIEW the "Expected Close Date".
WebForm Request to configure client confirmation email
Hello, We think lead webform have a missing feature: ability to add and configure and automated client confirmation email. is this something in your roadmap? Kind regards, Gilles.
More Colors for Labels
I am new to pipedrive and notice that with the labeling there is only 6 colors. So when you have more then 6 labels they have to repeat the same color. Which can get confusing and annoying. There could be a wheel of colors or a scale to get any color you want. I think it would be easier for my business to have as many…
Create Calendar Sync Filter
I need to prevent PipeDrive push notifications that appear as "meetings' but they are really passive events from Microsoft Insights that block off time as "focus time" Ideally, the filter captures and excludes events that you add such as "Focus Time" or "Football Game" Currently, there is no option to add this actions.
Add deal fields as URL parameters in email template
Hi, I'd like to be able to use fields as URL parameter values in email templates while keeping them: Clickable for the delivered final email Formatted, so keep them human-readable My use-case is to use TypeForm's hidden fields feature as well as other third party services to forward specific property of the deal via URL…
Mapping?
It would be nice to be able to see multiple locations on a map (on the web version at least) so to be able to schedule my day based on the best possible route of locations.
Colour Code Stages
We would love to be able to colour code stages, please can you make that possible?
Submit webform through API
Currently I have to make three API requests in order to submit a form (if I don't want to embed the Pipedrive webform on my site, and I don't) from my website to Pipedrive: create a contact create lead attach note with message content to the lead Hubspot handles this in a way that's easier than Pipedrive by allowing…
Color coded Google maps markers
Great feature is "Show on the map" all organizations position (markers). Is it possible to makes a marker's colors depending on organization Labels, for example: if the organization has label "Customer" - the mark is green, if has "Lead" - mark is yellow, etc. ?
Custom Data Fields - segregated by Team
Our sales people sell different products, and we have them broken down into Teams in Pipedrive. The data set in Organizations that each team needs is different. It would be amazing if in the Data Fields section, we could add custom fields that apply to a Team instead of everyone.

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