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Excluding VAT with dealproducts
Hi all, In this article there is a screenshot with the options: * Including tax * excluding tax * no tax But in the article itself there is no paragraf about excluding tax and there is no excluding tax option in my pipedrive. Is there an setting that i cannot find? (I have pipedrive in Dutch)
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…
Request signatures draw only
Hello, we are sending our agreements thru smart docs but we need them signed just by the option "draw". This is really important for our processes. When the agreements are signed by "type" they are rejected and this slows down our process. The idea is to only have the option "draw" and remove "type" when we ask for our…
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…
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".
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.
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
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.
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.
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?
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
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…
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 ?
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.
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,…
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…
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? 🙏
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…
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 😉
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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