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Merged: Dark Mode Option
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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.…
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…
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.
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…
Hide deal fields from the "Add new deal" window
Hello, we would really like to be able to hide the default deal fields from the "add new deal" window since there are several that we don't use like Organization, Probability, Labels and expected conclusion date. We would also really like to be able to hide the deal fields that are "Obligatory only when marking a deal as…
Shortcut to list view your pipestage
To quickly view deals at a particular stage of my pipeline in list view, instead of manually going to list view, applying my 'pipeview' filter and adjusting to say 'And stage is X' - allow user to jump straight to list view by clicking in the pipe stage title
Filter/report deals with product and follower
As a user, I find many features very useful for our business, just a few improvements will help us even more. we would love to have a product filter of products with deals. like we would like to filter deals by each product, so we could send out updates, releases to that certain customer using our specific product and so…
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…
Task to confirm appointment
When a certain activity is created (appointment for example), use automation to create a task 1 hour before the appointment time for example to remind the sales rep to confirm with the appointment if he/she is coming...
Custom Details Fields
Create the ability for custom deal details fields to be viewable only by admin users.
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…
Pipedrive mobile app
Will Pipedrive be updating the mobile app where we can have full functionally such as in deals where you can create the deal, edit/include pricing, enable to use smart docs etc as this would be great for while on the move.
Customizing the content of calendar invites
It would be of great value to have the option to customize the content of the calendar invite email and what it includes. For example, I would love to remove the organization's name from the body of the email. Organizations in our database have unique codes and are formatted in ALL CAPs, so having the name show up in the…
Editable Side Menu
Why doesn't pipedrive allow us to edit the side menu and remove unused icons like campaign and projects? It makes what is otherwise a clean and simple dashboard, cluttered. If you aren't interested and subscribed to the add ons, you shouldn't have to continuously look at the icons. It's enough to make me look for another…
Activity Owner Automatic Assignment and Lock to User That Marks It Complete
I believe it would be helpful to have activities be assigned and locked to the user that marks them complete. or an additional data field for tracking who marked the activity complete that can't be edited. This is important for accurately tracking and knowing who has completed activities in a way that cant be edited by…
Possibilité de modification des champs de donnés par défaut
Bonjour, Il serait plus que bénéfique de pouvoir modifier les champs de donnés par défaut. Merci de faire le nécessaire.
Pipeline by Product
Hi business world, I have a freight forwarding company, I am selling ocean freight by TEU or LCL, and air freight by KGS. As freight price is changing every weekly level, it's meaningless for me to see deal value as USD in my pipeline but I want to see how many TEU / KGS or LCL of this deal in my pipeline. Is this…
Scheduler is very limited
You cannot embed it on a homepage. There is no dark mode available. You cannot get rid of the pipedrive logo.
Add a Time Stamp when you complete an activity
I am encountering a very inefficient problem. Here's what I currently do for my leads/activities: -Set a date To follow up with a lead -Call that lead 4 days after the date I set (Yes, I know it's not the best, but I'm being real here). -Checkbox, I'm done The Problem is this: (Let's say I set the due date for 5/2/23 and I…
Anyway to copy a scheduler instead of redoing it each time?
Would be great to just copy and edit a scheduler instead of redoing (along with mandatory questions etc)
Color Activities in Calendar
I would love to be able to see more boldness to "Activity Types". For example: If we could apply different colors to each "Activity type" I could see very clearly and quickly in my calendar which activity is a meeting or which one is only a task. I have attached an image of where all the colors should appear... but the…
Campaings: Revert order of row items in mobile template
lets say you have a row with two columns like this: ----- text | image ------ in mobile this becomes: ------ text image ------- I would like it to become: ------- image text -------- with a button like reverse order on mobile
Today option for contact date
adding a Today option to update contacts would be really helpful!

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