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Projects: 'Tasks' Showing in users activity tabs & the ability to add documents to 'tasks
Hi, Ideally when creating tasks across various clients to internal members/assignees, the task would show on that assignees activities tab so we can keep a track on what is required by who for what client. At the moment it looks as though you'd have to go into each individual 'project' to see if you had upcoming tasks…
INSIGHTS: Has been filter
Add the "Has Been in" filter option for deal stages and other filters. Currently, you can filter deals in the deal view by using "Has been in", but this is not possible in the insights. I.e. I want to track the number of deals that went through a certain stage before being marked as won. Not all deals go through that stage.
Label to webform/chatbot leads
It would be great to be able to set specific lead label to leads from different webforms or chatbots in the "submit options" panel.
[Feature request] Pipeline views which show only selected stages of a pipeline
Hello, it would be great to have something like Pipeline Views, which would allow us to select visible stages of a pipeline. For example - our current pipeline has 12 stages but our teammates responsible for invoicing don't really need to see what's going on in stages 1-9, they only need to see stages 10,11,12. Coworkers…
Create automated mails also in foreign accounts
As an admin, I would like to be able to create automations that are sent from other people's mail accounts. Of course this is a bit tricky for privacy reasons. Currently I have to have one or more meetings with each person so we build the automation together. So one way this could be done differently would be the…
Merge tags
Are there any other merge tags that are available but not listed? I would like to be able to include the pipedrive person ID I’m urls, along with the name of the automation and/or the name of the campaign. Also, what template engine is used to render the html in emails? So that you can use functions like apache velocity…
Lead Velocity
Hey Folks, It would be very handy to know how long it takes for a lead to be handled. In my case, the time from lead creation to first response is what's key.
Add Products at Add Deal view
It would be great to be able to add products to a deal as you are adding the deal, in the Add Deal view.
VAT in product price visible also in Smart Docs
Hi, our customer is creating offers via SmartDocs. They need VAT calculation also to the products. Now there is only VAT% asked, but not calculated the amount of VAT. It could similar than the discount calclutalion in Deals product table. Only calculating different VAT% VATs to different rows. VAT information must be…
Products- Feature.
Dear Product team, Shortly about the issue I face. Our company has about 140 products, and to define them easier we use categories, under which we then have the certain products/services listed. I find extremly difficut to add products to deal when a drop-down option gives you a list of 140 items. Yes- I know I can search…
Multi Column List Ordering
We should be able to organize our lead lists using multiple column criteria - for example, say I want to order them according to country, and area code, and contract value. I should be able to choose all of these in reorganizing the list. Currently I can only reorganize using a single column.
Drag and drop function to cluster many deals
Hi! It would be awesome to have a possibility to cluster many deals into one master deal. We are for instance working with renting land from owners. Quite often, different owners of the land are connected to the same potential project, but before it will become a project they act as separete deals. We would love if we…
Label Insight
Hi people, What do you think about this? An insight report for label in Contacts/People and Contacts/Organization. It would be easy to keep a track of labels created and applied to contacts.
Workflow automation search suggestion
I think there could be an improvement in the workflow search. Once you've performed a search, there is no indication of the search criteria. The only indication that you have searched is that there is (hopefully) a short list, and a "clear all filters" link. I initially didn't even realise that the link was related to the…
List of @mentions initiated
I see a list of @mentions that colleagues have created to communicate with me It would be really useful to have a list of @mentions that I have initiated. A sort of "sent folder", or a weekly email showing all @mentions I have initiated in any gven week so I can check back and make sure nothing falls through the cracks
Mobile App Notifications
I've got a client who will be using the mobile app out on the field and they need to receive instant notifications on their phone. The areas notifications dont cover are Leads & Activity assigned notifications. You can get Activity reminders but not when you have been assigned something. It would be great to see more…
Show details on the side for Contacts and Organizations
It is quite handy that we can access the details of an activity without leaving an activity list, by opening them in the drawer "on the side". Would be great to have this same feature be available also for contacts and organizations lists!
Allow blocking of addresses via the Inbox
Hello, when I block an address from my inbox I have to open a separate tab for for Setting, Email Sync to get to the blocked addresses. I would like the ability to block addresses from the Inbox to remove the number of steps required. Ideally, we would be able to have the ability to block not only the specific email…
Creating a lead in PipeDrive from the external HelpDesk.
Hi all, maybe you have already encountered such a task. There is an integration with Zapier allowing the creation of a contact/lead in PipeDrive from all the tickets in FreshDesk, for example. This case doesn't work for us because we only need to create from some of the tickets, only the selected ones. The outbox solution…
multi user licence
For small companies having multiple users is very expensive, specially if you need Pro functionalities. having a "bundle" with 1x Pro user and 2x or 3x Advanced or Essential would be great in the present setup if I need 3 different users including one Pro means that I will pay 1800 usb/year although 2 of the users only…
Smart Docs e-signatures - a link requesting a signature
We love Smart Docs e-signatures, and we have a suggestion. It'd be very useful if the view-only link for proposals could be either modified or augmented with an option to send just that link to trigger a signature. Proposify offers this feature and it's something our reps use all the time to reduce friction in the signing…
Include a new condition in automation workflow : if "label" is empty
Automation workflow does not allow to select "if contact label is empty" as a condition. We can only select "if label became, if label is, if label changed"
Organization cards/pipeline
My suggestion would be to be able to create a pipeline showing organizations as a card similar to a deal to get a good overview of current customers. The application could be for example a Customer success board or a sales overview board, making the clutter minimal as well as showing an overview on the card with the amount…
Pipedrive integration with Teamleader Focus
Hello, i am looking for a solution to integrate Teamleader Focus and Pipedrive. I know via Zapier, but I need a sync integration. Any recommendations or proposals. BTW: Hubspot has already an native integration with Teamleader Focus.
10th of November Webinar Questions
Hi there! Thank you for participating in our Smart Docs and Professional/ Enterprise Webinar! Here you can find the answers to the questions that we didn't have the opportunity to answer live: It would be delightful if you could bounce from deal to deal rather than going back to the pipeline everytime. Is that a…
Live chat attachments
Live chat would be a far better tool for managing customer enquiries if it were possible to add attachments/screen shots etc. The Pipedrive staff use an external live chat tool for support which accommodates this - perhaps because of this reason they don't feel their own product is fit for purpose?
Sync Google Tasks with Pipedrive
It would be handy if Pipedrive could integrate with Google Tasks. For example, in Google Docs there is the verification list that could assign one determined person, but it isn't sync in Pipedrive, only the events in Calendar.
Historical Stage Reporting
Report that tells me how many deals I had in each stage on a day in the past. It is really easy to see how many deals you have in each stage today, but what if I wanted to know what that looked like a month ago? I've tried but does not seem possible to do.
Closed (mainly won) deals should maintain the value after closing
We are a european company which works with EUR and USD. We have noticed recently (since October) that our won deals report has different values in different days even when we haven't won any new deal (of course, we do not delete won deals and change the value once they are won). Our guess is that it is related to the…
Adding options in insights
I would personally find it very useful if the field 'contains' was added to the drop-down box in insights. Pictured below is how it is in the filters tab, and this is exactly how we would like it to be on insights. If you agree with this, please like/ comment.

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