Active

Goals needs improvement
It's OK, yet somewhat frustrating to work with goals at this moment - June 2023. See, if you have a goal, that goal can be annual, quarterly, monthly, weekly, or even daily. In order to make a goal workable, you'd usually split it up into smaller components, like so: annual or biannual goals become quarterly or monthly…
WebForms related to deals
It would be create if it was possible to link WebForm to an existing deal. Case example: Deal movest to "meeting scheduled" -stage. Then few days prior the meeting there would be an automatic email with WebForm for the prospect to send us some background information. Now that would create a new lead/deal.
Improvement to use Label filter in Insight reports
It is awesome that it's now possible to add multiple labels to deals. But now when I have several labels in deals I cannot use labels properly to filter insight reports. There should be option to use label filter with "contain" condition.
Ability for the Pipedrive to calculate commission dynamically by setting up a commission policy
Pipedrive to automatically calculate commission for a user depending on the commission structure/ slabs set by the company.
Errors on automations highlight the faulty data
Whenever automations fail, the data that caused it to fail should be highlighted for easier problem solving.
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…
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.
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.
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?
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…
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.
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…
Merged: Reminding your team to contact client for contract prolongation
This discussion has been merged.
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…
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…
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…
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…
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…
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…
Merged: Dark Mode Option
This discussion has been merged.
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.…
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.
Import option to merge just organization, just people, or both
Currently the only two options are to merge records or not merge records during import which applied to both organization and people records combined. Suggestion is to allow for choosing to merge just organization, just people, or both.
Tax Exclusive for Products
Hello, I am loving pipedrive. the ease of use and flexibility on doc creation is superb. However, one downside which is very crucial is having a tax exclusive option when entering product prices. Now I am using the "no tax" option and then calculate tax manually. This is very painful. While I am doing this, to be honest, I…
Google Forms!
Hi Pipedrivers We'd like to suggest Pipedrive to integrate with Google Forms. This will give primary Pipedrive users (mainly the sales team) an ability to have visual control on site surveys. Of course there are many application in the market such as iAuditor or other solutions, however Google Form integration will make…
ctrl+enter will send the comment
Like with any other messaging tool - just send the comment with a keyboard shortcut.
Details Pane Subsections
Allow for custom details fields to be placed into custom subsections of the details pane. We offer a few different types of services that have different data tracking needs related to the site that would most logically be kept in the organization details section using custom details fields. 1. Window cleaning 2. Snow & Ice…
Multiple Team Members on Project Task
I'd like to request the feature to add multiple team members to a project task. We do a lot of collaborations within our departments. I'd like to assign them all to one task so it's on their radar at the same time, instead of adding one task per person.
Send Email Later in Leads
We have the option of sending an email later but only in the Deals section. This would be really useful in the Leads section as well. Please!
Automated Notes when Creating Deals
Hey you guys, it seems you can't add a note when a deal is created automatically. Is this something that can be added in the future? I have a template I use for deals and I have to copy and paste it every time I add a deal. It would be great to be able to automatically create a new pinned note in every deal when it's…

Active

Discussion List