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Save multiple changes to a record at once
If a user needs to make multiple updates to a record, they currently have to hit the save button after each change or lose the other changes. This is annoying and anti-intuitive. A secondary problem with this is that after every save, a "Record Changed" webhook will trigger, causing subsequent api floods with essentially…
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Make type Title of Deal as Large text
Now this field is too small to see all information you need. It would be awesome if I clould change type of the system fields. So I will make it "Large text".
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Adjust Calendar to reflect our companies fiscal calendar
Our company follows the retail fiscal calendar that runs Feb thru Jan. Not being able to adjust the base calendar, that reports are run on, makes quarterly reports completely inaccurate.
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Obtain a Power Query Connector Certification
If Pipedrive obtains a Power Query Connector Certification, users can just click a link and access their API. Power Query Connector Certification - Power Query | Microsoft Learn
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Email automation when task is marked as "done"
I would like to send emails based on Pipedrive templates. Predefined emails shall be sent once I am marking a Projects-task as "done". Use case: I would like to inform a customer that something was done.
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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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Merged: filter leads and other unfinished things in the lead module
This discussion has been merged.
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Sort of the Fields when you create an Organization, Person or Deal.
When you create an Organization, a Person or a Deal, the Creation Menu offers the fields in a certain sort, but randomly. It would be nice to be able to choose the sort in which we want them to be displayed in the creation menu. And regardless of whether the fields are default or custom.
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Project Tasks Mentions and Comments
It would be very beneficial for our team if it was an option to comment in dialog form on tasks and @mention people like you can in the Notes tab. Is this something that could be implemented in the future?
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Activity duration in seconds
Hi, it'd be great to have the activity duration show seconds too. At the moment, the activity duration seems to round up everything to the minute. Therefore if an activity lasts only 2 second, it'll show 1 minute. This would be helpful when analysing call duration. Thank you, Marco
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Feedback and Improvement Suggestions for Pipedrive's Default Guests Feature
I would like to provide feedback and suggest an improvement for Pipedrive's activity creation process. Currently, when creating activities, users have to manually add the same set of guests each time, which can be time-consuming. My suggestion is to introduce a default guests feature that allows users to set a pre-defined…
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Customize follow up email for smart docs
Would it be possible to personnalize the follow up emails to ask the signature of a smart doc please ?
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An enhancement to the formulas field
Hi, I love the formulas in Pipedrive and we are looking to embed them within our deals to support both managing the deals and further automating contract creation. One of the things that I would like added is the ability to split products out when calculating from product value. The user story here is that my company have…
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Be able to change the days the week starts and ends in the reporting
Our business reporting is from Monday to Sunday but in my insights and reporting when I look at things on weekly format the week begins on Sunday and ends on Saturday. I'd like to be able to change that.
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Have the deal icon in email list reflect the status of the deal
As shown in the screenshot above, the little deal icon doesn't show much at a glance to the status of the associated deal in the email list. It would be great if that little icon was clear as to what the status of the associated deal was. I'd propose an open deal would have a grey icon, a won deal would have a green icon,…
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Translation Module for Custom Fields
We have been using Pipedrive for a very long time and are now facing the problem of adapting the CRM system to the international branches of our company. What exactly is this about? - Let me explain. We use a lot of custom fields written in our native language, but having a branch in Germany, we do not have the ability to…
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Merged: Reminding your team to contact client for contract prolongation
This discussion has been merged.
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Revenue Feature: To be reliable, it would require filtering option.
I really want to love the revenue feature. However, I believe it is lacking a crucial component. There is currently no ability to sort or filter deals by total reoccurring revenue/subscription values. Because of this, there is no way for check your records for accuracy, rendering the feature unreliable. You may have 200…
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Stacked bar chart showing total deal value over time
It would be helpful to have a report that shows deal value to # of deals, stacked by stage, on a historical basis - either by week or month. This would allow the user to look at the pipeline health on a week over week or month over month basis. Currently I can only look at the current snapshot but not historical…
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New Filter Search Criteria Option: Total Unique Campaign Opens/Clicks
There already exists the option for "total campaign clicks/opens" in the filter search criteria, however there is not one for "unique opens/clicks". These unique clicks/opens are already tracked in the campaign-specific data, so could it also be added to filters? 🙏
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Filter Logic Limitations
Hey all - seen some posts about this in past and am wondering if there are any plans to update the filter logic? Currently, you are limited by not being able to group together multiple "OR" criteria with an "AND" ex. --> (A & B) or (B & C) The only option you have for this is to create 2 separate filters to get this output…
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Automation with imported items
Hello! We have created automations that worked very well at the beginning, but then they all got stuck. It turns out that this is because it doesn't work with imported leads, but for us, this is how most of our contacts are entered into Pipedrive. We would really like to get imported items to start automating again. We…
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Automated reports triggered by time
I'd like to have automations that trigger counts at specific time periods. I specifically want the reports to be published on Slack Example use case: A report published on Slack of my pipeline statuses and changes at the end of the day. How many deals do I have at a Stage A in Pipeline X How many deals moved from Stage A…
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Sort data fields and custom fields on "Add Person" form
It would be great to allow the users to sort the data and custom fields as they want on the "Add Person" or "Add Organization" forms. 😁 I need to bring at the top level a custom field on the "Add person" form 😉
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Auto-sort Activities in Pipedrive Projects
Hi everyone, It would be great if we could auto-sort activities in Projects, as at the moment we are able only to drag and drop them individually. Or at least if there is a way to set up the Projects visibility for each user in the company, so all of us could at least be able to observe the same order of the activities…
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Merged: What is the best solution for connecting a person to more than one organization?
This discussion has been merged.
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Import : Bring Your Own Geocode Data Option
Significant problems exist importing data since addresses are always automatically checked agains google geocode data for validation. This feature is great when entering records manually. But during import can cause some major problems. I have a spreadsheet of organization records fully filled out with proper addresses.…
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Let user choose which type of address to synchronize with Office365 contacts (Business or Home)
When synchronizing contacts with Office365, Pipedrive uses the "Home" Address in Microsoft Outlook field by default to populate the contact in Pipedrive. However for a professional use in B2B, one would enter the contact address as the "Business" one and sometimes we may also have his home address (that we don't want to…
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Full Month Calendar View for Project Module
Can you please add the full-month view to the project module? This way, the project manager can see the whole month and plan projects accordingly.
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Organize Deal Fields in the Deal Details View
Hello, We are really struggling with the user-friendlyness and visual of Deal Details, which we use constantly with several deal types and dozens of deal fields. We would really need to be able to hide some deal fields from certain Pipelines, even when those fields have values, and we would also love to be able to regroup…