-
Customize tooltip in organization detail view, hovering over people
It would be really helpful and save us a lot of clicks if we could display more info (e.g. custom fields) within the organization detail view, when hovering over individual people.
-
Note Reporting
I would like to be able to produce a report based on notes added and completed meeting notes on a weekly basis - this is to give an overview of the sales persons weekly activity. As it stands, we only seem to be able to report on deal/activity progress
-
Adding a customer logo to the organization overview
It is currently possible to add a photo of a contact person of an organization. But it is not possible to add a customer logo to the company where that person works. In this way, the organization becomes more visually recognizable. It may also be possible to make this logo visible in your general pipeline. This also makes…
-
Why is there no URL/website field type?
Why is there no URL/website field type? And why is there no default website field for organizations? Am I missing something?
-
Projects Activities - Hey Team - we can't complete projects inside deal page
when we put in an activity into a project its not showing on the deal page. for some reason it will only show on the organization page - we need to see this on the deal page
-
Feature Request - Add Job Title next to People Names in Org View
we find that our accounts turn through people regularly and we often have 3 or 4 contacts at any given time that we're working with. This is tough when someone new takes over the account to figure out who to prioritize without digging into each person in the org. Our workaround has been to add a note to each person's name,…
-
Need to be able to control default Email Settings across all Users
What is happening: folks set up their Email Sync (without our help, so that we aren't able to make sure their settings are correct) and select settings to Automatically link emails to Deals and People and to Share their emails (instead of Private). This fills our system with emails that have nothing to do with Sales or…
-
Deleting Campaigns
Is it just me that needs the ability to delete individual campaigns? They might have been either production tests (not just sending the 'test email' that doesn't pull in variable data), or long finished. this could be archiving if cannot be completely deleted for audit reasons, but some are best just deleted.
-
Making Smart Docs actually SMART with signature placeholders in templates
Smart Docs is ineffective because we have to add signature placeholders every. single. time. a proposal is sent to a prospect. See PandaDoc snipper below; both merge tags and signature placeholder possible when creating a template. Please add this?
-
Remove unnecessary email thread display
When opening and replying to email, all previous emails are displayed in a massive vertical thread. 90 sec demo: https://www.loom.com/share/d1024450591d4de4a672dfbcfa9bb80f
-
Notes in pipedrive need auto-save
I'm summarising here a long discussion with customer success. If pipedrive automatically saved the notes I am taking on-the-fly I could trust it a lot better with my crucial business contacts. I am a heavy user of Notes in pipedrive mobile and desktop to memorize information I hear during activities such as a meeting a…
-
Request: Monthly Breakdown on Payment Schedule in Revenue
Greetings, I have a question on Subscription Revenue Reports for Payment Schedules. Suppose that I have two deals with payment schedules as follows: Deal 1 (total deal value:1000 USD) April 6th: $100 May 6th: $150 June 6th: $300 July 6th: $250 August 6th: $200 Deal 2 (total deal value: 900 USD) April 6th: $120 May 6th:…
-
XERO INTEGRATION
Very disappointed to just discover Xero can no longer be integrated on pipedrive. This was one of the main reasons for considering Pipedrive when I was looking for a CMS in the summer. My whole business and accountant uses xero so I'm not sure this will be a viable option moving forward. What a shame. So many limitations…
-
MULTIPLE DISCOUNT & SHIPPING FEES ON PRODUCTS
Hi, i haven't found a similar topic on community...so here i am. In our sales proposals we need to use many discount (different customer segment & extra discount for sales managers) and different shipping fees (% of the sell price). Attached a little xls example. I hope it will be of interest to other customers and be…
-
Importing Multiple Options Field
I recently added a new multiple options field on people to be able to track specific types of information so we can segment individuals in various overlapping ways (e.g. lives in DC, works for a nonprofit). I don't know when this new field type was added, but I'm really excited about it! However, I'm not sure if it is…
-
Reports on Emails which are linked with a deal
If you are synching your emails you can get reports on the email performance. But you can NOT filter the emails which are linked to a deal. I am not interested in statistics on mails from my daily business and from my Grandmother, only sales related email count. And they are sales related if they are linked to a deal.
-
Enhanced conditions in automations
I should be able to add conditions from different data sets. So, if an org field equals this, and Deal field equals that, and contact field is another thing, do this. I want to be able to change a deal stage based on an org field or a contact field. Seems like a straightforward and sensible operation to enable. The issue…
-
Delete events from Pipedrive without altering them in calendar
I`ve faced this issue when realised I made my first integration of Pipedrive with Google Calendar with the wrong calendar - all internal events, such as team sync ups and even luches were in Pipedrive activities and those have nothing to do with sales activities. I tried to delete those events from Pipedrive manually, but…
-
[Feature Request] CC / BCC recipients stored in email templates
It would be great to have the possibility to add recipients in CC / BCC and store them in an email template. For example I'm sending all Invoices to my customers using the "Invoice" email template. But I always have to enter our finance deps e-mail address in BCC by hand. It would be great if there was a way to store this…
-
Email automation/text reminders with Scheduler
I think Scheduler could offer email/text reminders as a feature to ensure prospects do not forget the meeting
-
Merged: Time triggered automation
This discussion has been merged.
-
Merged: edit/hide default fields
This discussion has been merged.
-
Trigger automations when importing
I swear this was a feature before. But I had not been importing contacts a bunch before. Now I am doing pretty good sized imports after events, and I need them to trigger an automation I have set up for a specific deal... and it seems imported contacts does not trigger automation??? I am dumbfounded this is even a thing I…
-
Product Unit Price (Without Tax)
Dear Pipedrive, This is regarding smart docs and product price features. For quite obvious reasons, we are frustrated that you have added the option to add the subtotal price of all products without tax, but you have not done the same for the product unity price. Would it be possible to have an option where you can show…
-
Merged: Select a folder, not only files in a deal ❓️ 🙏 😇
This discussion has been merged.
-
Merged: Embed Scheduler on website
This discussion has been merged.
-
Labels (Sorting/Adding) & Issue
When working on this page: /persons/list/ It would be nice to select multiple contacts and then add a new label. Right now, you have to create the label first prior to selecting contacts. Additionally, if I want to edit the label for a contact, and then reorder my label list, once I make one change, the feature closes and…
-
Pipedrive Product Bundles
Does anyone have advice on "bundling" product line items in Deals? We have various products that are made up line items that we would like to price and group together in a standard way (without salespeople have to remember what goes on each line item). Looking for a way to have these entered in a standard way based on the…
-
Project Insights
We are looking to have the same insights available for projects as there is for deals. There does not seem to be any data reports for projects.
-
Avg response time tracking
Hello! We simply would like to measure the average response time from our Sales Team That is a Key Performance Indicator for all Sales departments in all companies, and it would be great to have the possibility to measure it from Pipedrive