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Advance & Back functionality when viewing records
Feature Request: As a user I want to be able to create a found set of records and then view individual records one at a time - working my way through the filtered List. Currently, as a user I have to select a record from the List in order to view the Full record and then return to the List to select the next record. ASK:…
Lead Goals
It would be great to see Lead Goals brought into Insights. In some use cases there has been a need to identify how many leads per month in order to win X amount per month
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.
Merged: Filter a Date or Birthday Field by the Month or range inside a Month
This discussion has been merged.
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.
Provide ESP service
Hey there folks, Recently ran into the issue of having our company email messages sent en masse via Pipedrive end up in spam inboxes of our clients. We are searching for alternative ways to not connect these types of emails to our company profiles and wondered about providing a separate ESP via Pipedrive for users to…
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…
Merged: Different Custumized Deal Details Fields for the different Pipelines
This discussion has been merged.
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
I'm using Salesflare Chrome extension instead of Pipedrive Add-on
The Gmail add-on is a great feature... well it use to be. Prior to it becoming a add-on, it was a chrome extension and it was better. (But far from perfect) I'm currently using the Salesflare with zapier to send my data to Pipedrive. Why ? Because the Pipedrive Add-on is poorly design and not updated, it still look like a…
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…
Merged: Add the Mention feature to Activity Notes
This discussion has been merged.
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…

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