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Merged: Birthdays
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Custom Fields - Deals to Projects
It would be of great use, if the custom fields from the Deals pipeline could be Moved/Duplicated when a Deal is won and the Project is created.
Live Google Docs document in Smart docs
Can we have live Google Docs, Google Sheets, and Google Sheets versions of smart docs? I have a situation where I want to send a client a working copy of a requirements-gathering document that we both actively fill out. Right now Smart Docs sends this document as a PDF, which is not what I am looking for. Am I missing…
Insights - Dashboards add deal values as if they were all in the default currency
Looking at the Insights dashboard for 'Deals won over time', the deal values are added as if they were all in our default currency (GBP). But we record deal values in whichever currency we invoice that client, which may be USD, EUR, AUD, NZD, SEK etc. For example that grey block in the Oct 2022 column below, which appears…
Showing Fields Based on Type of Org
As we roll out more usage of Pipedrive, and folks want to use Pipedrive to track more than just our typical customer base, we are looking at adding 4-5 new custom fields. These new fields would 1) make the list of Org fields in our Pipedrive even longer and 2) be confusing/irrelevant for the other types of Orgs we have in…
DEALS linked to Activities, and change DATE for both
Hello everyone ! Can you help me ? I need a new function : 1) to link more than one DEAL to an ACTIVITY; often I have two or three DEALS , with different products : one for pump, one for pipes, etc.. but for the same PLANT / BUILDING 2) when I change the DATE of the ACTIVITY, it should be changed automatically the DATE…
Workflow Automations Run Unreliably
We've been having serious trouble with our Workflow Automations. We rely on these Automations doing their work, but sometimes they fail or just don't run and we're not even notified. Here's scenarios where this happens: A user forwards an email via Smart BCC, where one or multiple contacts do not yet exist in Pipedrive.…
Access Custom Fields in Add Product
Hello Pipedrive, We are a company just launching Pipedrive tomorrow - we are stoked, wish us luck! I have one question/request regarding Products. Pipedrive lets you add many custom fields to Products beyond the default fields (Products, Price, Quantity, Tax, Discount, Amount.) However, when we Add Product, we cannot…
Customer Account Management
Pipedrive is a phenomenal tool for organizing leads and driving sales, though I feel it's seriously lacking the ability to handle customers once a deal has been won. We are an e-commerce business selling globally, and I would love the ability to segment my customers and distributors and manage them all within Pipedrive. Is…
Tasks and activities acording to project end date
Hi Pipe Drivers! Loving the Project base on PipeDrive, it would turn from good to amazing if you could add a task according to project end date. Now it is possible to add activity only according the project start date. Our project durations vary a lot and some tasks are to be done when the project ends, so for making…
No shows
Hi all, The show-rate on demos and meetings are a relatively important KPI in most sales orgs. It would be absolutely fantastic if we could mark a meeting type activity as "no show" instead of "done" or simply to cancel it. In that way we could see the number of meetings actually held and the number of no shows. Are you…
Make The Google Extension Load Like It's 2023
I personally prefer to work in Google Mail, as opposed to the mail tab in Pipedrive, and love the Google extension. Well, I would, in theory. In practical terms it's more or less useless because it is so slow. After every click you have to wait for three to five seconds for anything to happen."Quickly" adding a contact, a…
Gmail Extension - past due activities
The PD gmail extension to show activities is great. I can stay in Gmail, view my activities, and engage with clients via e-mail without having to look at the activities in pipedrive. The issue is, as soon as there are overdue activities, they do not show in the Pipedrive extension. It will only show TODAY's activities. So,…
More supported languages for the webforms, chatbot, etc. (Danish)
To accommodate your clients in more countries, it is important to have more supported languages for the webforms, chatbot, etc. This is a dealbreaker for our business (to not risk loosing clients) - our IT team wants to change to a system, that supports Danish.
Sales per state/country
Hi, In insights, is it possible to create a graphic that shows the number or deal value (total) per state and/or country? I think I can do it by adding a new custom data field (address) for "Lead/deal", but I don't want to add the address every time I create a new deal... Thank you! Martin
Mobile App | Required Fields not working
FYI - Required & Important fields do not work using the iOS Mobile App (unsure on the andriod app) This is a major for any sales team working in the field and mobile first. Is this on the product roadmap?
Urgent help
I would like to find a seller to develop the entire sales structure through wattsap for my stimulating product.
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…
Merged: Live chat notification improvements
This discussion has been merged.
Merged: Phone Field labels - Make filterable / exportable?
This discussion has been merged.
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!

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