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Sharing decks with prospects and existing customers
Hi everyone, With DocSend, we can track who opened our deck and how long they looked at it. This allows us to determine which prospects are passionate about working with us. On PipeDrive, I think it must be a priority to bring a deck-sharing feature such as DocSend, which will be opened by only email and able to track. We…
Checklist on Left side of screen in Deal
The ability to have a rolling checklist that had check boxes that could be checked when a task is completed would be a huge advancement! The left side of the screen (typically details would be a great place for this to go) I envision this being a checklist that would appear based on the Pipeline that a deal is opened in..…
Opportunity Pipeline
In an attempt to utilize Pipedrive for forecasting, we have many projects that go on Customer Hold when the client isn't ready to start the project. We need to somehow reflect this in the WON or LOST process so we don't lose the information. Would there be a way to do this? With what little I know, it seems we could turn…
Filter for participants in a current deal
Hello, I would find it coherent to add a filter to show all my current deals since a certain date as well as the people who are "participants" in these deals?
adding a removal of data option to the predefined actions in the workflow automations
Would love to have the option to remove data from a 'dates' field and leave blank as part of a workflow automation action to 'update deal field'. The predefined options only have selections to change the date or alter the data. Add in some more generic and basic options that are usable on any type of data field.
Pipedrive Mail client: HTML mail editor misses HTML tag
It looks like the mail client in Pipedrive sends out HTML formatted mails where the HTML tags are missing. Most mail client still interpret the received email correctly but it's detrimental to the deliverability. And that's crucial in sales! I guess this is rather a bug report than a feature request and should be a quick…
Merged: Unique User Permissions for Pipelines
This discussion has been merged.
Merged: keep visibility group for deactivated users
This discussion has been merged.
Enable Google Photos
I would love the possibility to attach google photos to a project or a salesdeal.
Expanded Timescale on Activities - Calendar View
Because Pipedrive allows for different Activities to be set in 10 & 15 minute intervals, it would be helpful for the VIEWing these Activities in the Calendar view, in an expanded view. Right now it looks like 30 minute view (2 for each hour) is shown and if you have more than 2 activities for that hour, they are condensed…
¿How to create budgets from smartdocs on a cell phone?
¿Does anyone know how to create budgets from smartdocs on a cell phone? Thanks a lot!
SmartDocs improvement
We've really benefited from the SmartDocs feature in Pipedrive but would love to see the ability to send documents that don't require a signature through the same process as a document that does require a signature. We currently send out client contracts requesting a signature, and this has been well-received by our…
Export Lead Data to CSV/Excel
We use the campaigns function a lot, but we need to be able to export the open's and click's data that is pulled from the campaign for our records. i.e. we get 400 opens on an e-shot - we need to be able to export the name, number of opens, and email address, and time of open. All the data that shows up in the list when…
Links with merge fields
In emails it can be useful to make links to websites or other apps. To make this even more useful it should be possible to integrate query parameters in the link (https://link.com?par1=|merge_field1|&par2=|merge_field| ) Can this be foreseen?
Multiple Organizations per Deal and Automatically Add Organization Members to Deal
I want to request more flexibility in the data model with associations for Deal -> Organization -> Person. We often have situations where multiple organizations might be involved in a specific deal. We currently need to work around this with custom fields, but this limits our ability to use some of the deal tracking…
Ability to adjust Quick Action hotkeys
Currently it is not possible to adjust the hotkeys for Quick Action shortcuts. The shortcuts themselves are amazing, however the latest one is fairly annoying - that is Projects. The designated hotkey is "C", meaning any copy-paste using ctrl-C will result in the New Project window. If this key could be adjusted, that…
Link to Deal's e-mail address
It should be nice when the link to deal's e-mail address is always on top. Actuall you've to scroll down, but depending on list of mails and rest of content of the deal, not fully to the bottom.
Directions button on activity and deal pages.
It would be nice if there was an easy way to open my preferred map app to give me directions to my organization on screens where an organization is linked, but I can’t click the organization address. For example, on the activity screen and the deal screen, I have an organization linked, but there’s no way for me to click…
Adding customise tasks in activities
It would be really nice to be able to add customised tasks when you are planning and creating an activity. Where we see LLAMADA, FOLLOW UP, WHATSAPP, it would be nice to be able to add more and customise them. Thanks :)
Pipedrive CRM Feature Request: Organization Custom Field with multiple Persons as value
There are cases where we want to add a Pipedrive Organization custom field that can hold two or more Pipedrive Person as value. Case 1: an organization has two or more persons that are allowed to place orders for new services. Case 2: an organization has two or more co-owners that are expected to keep the organization…
Mobile activity widget
To view activites for the day /week/month in an active widget so that the activity can be accessed without having to go into the app everytime
Merged: Select a folder, not only files in a deal ❓️ 🙏 😇
This discussion has been merged.
Pipeline view - (Color)-mark Deals with new Email
For my workflow and greater transparency I would like to see in the pipeline view which deals have a new email in the inbox. Similar to the already existing feature "deal stagnating" (I use the german version and don't know the english name) that highlights deals that have been untouched for a while. This would be the…
View deal owner in pipeline view without adding filter
We would like to see whom the deal owner is in the pipeline view without changing the owner filter. We can then see at a glance who is working on each deal. We have a temp workaround by uploading a colour to our profile photos which then is displayed on the pipeline cards. A better solution would be appreciated!
Email url
We'd like prospects and customers to be able to access past newsletters on our website. To do this I need a link to the newsletter, therefore it must exist as a web page, like when we view & share a preview of the email.
Automatically add "+1" in front of all numbers in pipedrive
It is annoying to have to type in "+1" every time my reps use Caller. This should be something that Pipedrive can do automatically. Also, when I type it in the dialer, it doesn't save the change to the number in the organization or the person phone field. Seems like a great fix that will help the Caller user experience…
Compress the area between fields so more info is visible on the page
It would be great if Pipedrive could reduce the amount of space between each field in the individual People and Organization pages so more data is visible on the screen without having to scroll down. There is a lot of empty space to the left and right as well.
Web Visitors Automation
Hi folks. We're adopting Web Visitors module to help us identify external visitors to our domain. We miss the export option of the feature and the automation option to execute any kind of trigger. Using you API, we can't access to this feature. Is still not documented in your API? Thanks in advance. JC
Schedule reports to automatically send to users
We'd like the ability to schedule specific reports from Insights to go to specific users at different intervals. This would allow us to have the reports in our inbox rather than have to log in to obtain any info. Thanks for your consideration.
No notification/update sent to guest after adjusting meeting
We schedule meetings with clients however sometimes the meeting takes more time than originally was expected. We'd love to use the statistics to see how long everyone is doing a certain task/meeting etc. Therefore, after a meeting, we would like to adjust the time which was actually spent on a meeting in order to create a…

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