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Please do something about the VAT calculation of products
Hi; As already lots of customers asked, please do something about the VAT calculation. We are implementing Pipedrive CRM with PandaDoc integration. As a B2B and B2C company in the construction business, we really need VAT separate from our product price. In Belgium, sometimes 21% VAT needs to be applied, other times 6% VAT…
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Mail Search for Contacts, Organizations, and Deals
When I have a contact, organization, or deal open, I would like to be able to conduct a search but only for those emails that are currently assigned/linked to that deal. I can filter on all emails for that deal, but some of my deals have a LOT of emails and I want to just search them for key words/text.
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Font size
The font size, Small, Normal, Big, etc. is quite a problem. I've been reading that this has been an issue for more than 2 years. I would like to have more options. All my professional emails must be written in Arial 12 but the only options available are 10, 13, 14.
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Campaigns Feature - Ability to use workflows to update marketing status
I was super excited to see the new Campaigns feature in Pipedrive. Functionality looks great, ability to build workflows etc is a massive win. Have started the progress of migrating from a third party email platform to realise that there is no way to automatically update a Person's Marketing Status to Subscribed (either…
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Remove 'phase unassigned' in projects
I seem to have an unwanted project phased entitled 'phase unassigned' which I cannot delete. Apparently this adds automatically when setting up from a template (according to support) Please can you allow editable rights for phases ?
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Sales Assistant - new notification
Just wondering if it would be possible to change the red interrogation point/question mark to an exclamation mark instead. Every time I see the question mark, I think something is broken, whereas if I see an exclamation point, I will know something needs attention.
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Reporting for Projects Within Insights
We're trying to use insights to report on projects within our account management team. It sounds like this is a current limitation. Has the team considered rolling out insights for projects? Thanks
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Visibility Options on projects
We have a range of teams and ideally we would like the projects to be segmented as well based on visibility groups as with deals.
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Allow Admin to View Email Open/Link Tracking from Other Users
Not sure why as an admin I can see other users' emails but not the link tracking and email opening tracking from users' emails. This can and should be done.
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Why can't we EXPORT the Summary data in Insights?
I've used Pipedrive for 4 years and have made this request to Support so many times it makes my head spin. Every time I make the request, they say "mention it to the Community". Well, here goes.... Why doesn't Pipedrive allow us to export the list of Summary data in Insights? Why do I want this so badly? Product sales…
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filter by read/opened emails
I have a recommendation for a new feature, when someone opens or reads an email theres no field i can utilize to filter out that they opened an email, they are indexed to look one by one, it would be great to add this to the contacts field as an option to sort with including a sort by number of opens so that i can target…
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Calendar View - multiple users in single view
Hi Pipedrive, we do a lot of scheduling from our central office. We need to be able to see multiple users' calendars at once but PipeDrive only allows selecting one user at a time. Google Calendar and Outlook both allow for multiple users in a single view. Can PipeDrive do the same? Thanks!
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Auto country code / time zone identifier
It would be convenient if once a phone number is given by a client, the program identifies the country of origin of the phone number and the time zone it is found in.
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gmail spam filter
I have linked my gmail account to Pipedrive and notice all of the spam that is filtered from my gmail inbox appears in the Pipedrive inbox. It would be great to have the same filters. I welcome any suggestions for a work around. Thank you.
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Duplicate a Pipeline
Having the ability to duplicate a Pipeline would be great. Be able to have a copy of the Pipeline with all of the same deal stages. Instead of having to manually re-create the Pipeline and all Stages currently.
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It should be possible to make columns narrower in report tables
The minimum width for columns in Reports (Insights) is far too wide. This prevents seeing all relevant columns at the same time. Please fix this. Please make columns' width automatically adapt itself to the content as well.
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Insights refresh rate
Hi Pipedrive Product anagement, Just elike many pipedrivers, the launch of Insights is a great move forward in terms of KPI management for sales. Howavere, as the devil is in the details, I realize that the date in the Insights / Dashboard are actually off and refreshed on a randon frequency compare to the actual CRM data.…
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Contact Deactivation
Developer should provide contact deactivation feature. In case Customer presently working in XYZ organization and after sometime if he/she change it and start to work with ABC Organization then we should be able to deactivate fist entry. If we label it as inactive then it will pop up in duplicate entry. If we delete…
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Improve visibility of filter titles
The box that shows the title of the current filter only shows about 25 characters. Many of my filters start with the same few words, so it's not immediately clear which one I'm viewing. It would be very helpful if the full title would become visible when the mouse pointer is hovered over the box, and/or the current filter…
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How to reach support?
How can I contact support?
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Activity Priority
I love the way Pipedrive organises Activities and how it visualises current, overdue and future tasks. However I get asked a lot by clients if theres a way to set an urgency level...to me there isnt really the best workaround for this unless you type urgent somewhere in the activity. Is it possible to use the same red,…
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Sync Two Email Account
I would suggest you add the option to sync two different email accounts since salespeople sometimes have two email accounts one as the main sales email and then they have their private email account.
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Pipedrive Mail--Move newest email to top instead of bottom of a thread
One tweak I would like to see is: When replying or forwarding an email in the Pipedrive mail interface, Pipedrive drops the new email to the bottom of the thread. I assume many of the Pipedrive subscribers use Outlook, where the new email is at the top of the thread. It is confusing. Pipedrive requires me to scroll down to…
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Label filter in Insights
It's great that there is now possibility to add multible labels to deals. However it is not possible to use "label contains" filter in reports. Is that on roadmap?
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Whatsapp Business
Hi dev team, Please can you look proactively sending out messages to contacts via Whatsapp Business / Twilio in the Pipedrive platform. I appreciate the responsive capabilities in the lead gen section. We currently use Front and prefer to use Pipedrive for everything. Separately, to respond to Whatsapp Business message in…
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Organisation-Specific Smart Bcc
We currently have 'universal' and 'deal specific' smart bcc address options. Is there a reason organisation specific smart bcc addresses don't exist? When using Pipedrive as more of a conventional CRM system, it's sometimes prudent to attach emails which do not relate directly to a deal. Using the universal bcc address is…
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Enable Campaign Performance Analytics via API
We're using your features to send automated and manual campaigns. Now, we need to integrate their performance data into our reporting. We're using a vendor who built an integration calling your API. However, fields related to campaigns on the Persons field are retrieved as null. A community request is…
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Smart Doc/E-Signature to Trigger Automation
I'd like to be able to trigger an automation based on a completed e-signature in smart docs. Example: Proposal and Contract is sent to customer, the customer signs via Pipedrive e-signature. Pipedrive marks the document as completed... this should trigger automations such as mark deal as won or send a Slack notification to…
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Pipedrive in danish
Is it possible to launch Pipedrive in danish?
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Make Workflow Automations editable by anyone with permission
The fact that workflow automations can only be edited by the creator is a problem. Multiple users manage automations and if an automation needs to be edited, only the creator can edit. What if they are away or no longer with the organization? Please make it possible for any user with permissions to edit workflow…