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Smart Docs can't save signature/text/checkbox fields on documents?!
We'd love to be able to use Smart Docs in place of DocuSign but were surprised to find out that we can't save signature/text/checkbox fields on documents for future use. At the moment, this happens right before you send (after clicking "Request signatures"). Saving these fields is a standard feature in DocuSign and is…
Bug when saving an activity?
PD used to close your activity automatically when you clicked save but now you have to move your hand/mouse and click a tiny cross so PLEASE change back as you are slowing us down :-(
Adjusting duration of Notifications
The notifications in Pipedrive are too quiet and some don't seem to exist. When I get someone mentioning me in a deal the notification is very quick and there is a 95% chance I don't see it. It would be good if there was an option to have the notification stay on the screen for a longer time or until the user clicks it for…
Required Fields on the mobile app not working
FYI - Required & Important fields do not work using the iOS Mobile App (unsure on the andriod app) This is a major for any sales team working in the field and mobile first. Is this on the product roadmap? -- Using the Mobile app as a sales tool becomes redundant if you cannot trust the data collected with the important or…
Completed Activity filtering on Deals
Having a filter on each deal to filter completed activities by type for that specific deal. This would help to further streamline account review / lookup time. I.e. reviewing particular milestone activities on account vs. scrolling through 3+ months of activities on the account
Send text message by automation
To make our CRM more efficient, we would like to create some text message automation to our customers, as appointent reminder etc…
Bulk-create Activities for Contacts
It would really speed us up, if we could create activities in bulk for a list of contacts. We need this, e.g., to mark contacts as recipients of a certain marketing campaign. Currently, we create the filter export the contacts with the system ID open the csv/excel file to edit add the activity fields to the file reimport…
Bulk Create Deals
Buolk create Deals or Leads from Contacts or Organisations. I had a client who has Organisations which need to be taken through a renewal pipeline - I had thought this feature existed but turns out you have to import Orgs as Deals in order to create bulk Deals with Orgs
Gantt Chart in projects
Hi, Hello, it would be very helpful to have a graphical GANTT. This should definitely also have the possibility to export (e.g. pdf). When is an implementation of this planned? This function is very important for us as a company.
No more automated "Deal" and "Project" words added to title
I know I can backspace it from the title each time, but it gets old. Also going from a Deal to a Project it then becomes "[Customer Name] Deal Project" which is silly. I want to be able to edit what is automatically added to the "Title" field in each category.
Insert URL fields in mail
It would be great to be able to directly integrate a clickable URL link in an email (via an automation flow) sent to users so that they can, in one click, fall back on the prospect, business or organization sheet.
Embed Pipedrive Insight
It could be a great opportunity to share as embed code the pipedrive Insight, so users can view results on other platforms (like Sharepoint)
Embed Insights onto SharePoint
We are building out our internal team SharePoint page and we would love to embed our insights graphs to get the visual to show without needing to click on the link to open the URL
Automatic Date changes in projects
An ability to automatically change all dates if the project is behind schedule. Currently, if we wait for a client to review/approve an aspect that is out of our control, then all of the dates are wrong, and it's a very big pain to go and change every single date for all the different tasks and activities that may have…
automatic emails in projects
As with deals having all emails from the team and the client be logged to the project automatically [we use the spark email app for our day-to-day emails] would be fantastic currently, it needs to be done on the project page and only shows up if it has been sent from the project to the client and the client replies
Add Project Module to Phone App
Simply, I don't understand why the project module is NOT on the phone app. Can you please add the project module to the phone app, android, and ISO.
Bringing Notes into List view and Search
I am wondering if there are plans to... * bring Notes into a column in List view (to be able to view & export notes) and to filter by text within notes * find text within a note when typed into Search I know that is is not best practice to rely on Notes to capture important information that could be listed and filtered…
Any chance we get a Tax exclusive option for deals anytime soon?
I'm aware this has been asked before. There even seems to have been a "coming soon" marker in the UI at some point two years ago, but the option isn't available to me. So I'm bringing this up again. Any chance we get this soon? Otherwise the whole Deal pricing thing doesn't really work for us in a B2B context... Past…
Permissions for Pipelines
I would love to see a "Permissions" setting that allows administrators to dictate what Pipelines users have access to. The users would then only be able to see deals and contacts that are connected with that Pipeline as well.
Filter Persons with more than one active Lead
This should be a straightforward filter option to see a list of contacts with more than one open lead in the same way it is possible for Open Leads.
Timer on Projects
Can we have a stopwatch/timer feature within Pipedrives Projects? Most other project management software out on the market has a timer feature. I've decided to manage my projects within Pipedrive, but I need a timer feature to keep tabs on how long tasks take me to complete.
Ability to add discount on products as a fixed amount instead of percentages.
Would be helpful if you could choose to add a discount as either a percentage or a fixed amount.
Add Projects to Activities Calendar
We can already sync calendars Activities in Deals show up in the Activities Tab Tasks in Projects do not show up in the Activities Tab Enable project tasks to show up in the Activities Tab OR... Create Calendar view in Projects.
Hide & Arrange Tabs on Left
I'm new to Pipedrive, been selling for 15 years, and using CRMs for 10. The key to making them super helpful is removing distractions with clean interfaces. Furthermore, being able to also arrange steps based on your process. Having the ability to hide and rearrange the tabs would: Allow me to shift the buttons based on my…
Private Project Boards
I would like the ability to make certain boards / projects in the project tool private so only certain team members can see them. Currently everyone in my team can see everyone else's projects. Is this an option?
Document File Name Conventions
Please allow us to set a schema for naming files that Pipedrive generates. We need to ensure consistency on our Drive for file names and require the ability to have titles predefined using placeholders. eg. DealName - Estimate - Deal ID
Keyword Search Within Client & Deal Pages
It occurred to me, that it would be incredibly helpful to be able to search keywords within a profile. Due to the amount of correspondence that can happen in our industry for each reservation, it can be difficult to narrow find pertinent information quickly. For example, I have a client that is one two cruises, one…
ON/OFF Lost deal reasons
Please turn the option back to the company to choose whether or not to use lost deal reasons. I don't know why you removed the toggle, but this feature is completely ineffective as it is because comments don't show up in reports at all. If I put data in the comments, I just lose it and I can't export only the notes that…
Project Seat Cost Issue
Hi, I really want to LOVE pipedrive. However, my biggest hang up is the price to actually add project management. I don't think it's fair to have to pay the price of a deals seat for someone who only needs access to the project. I don't even want my subcontractors to have access to deals. We are a video production company.…
Direct links to the boards
Hi @Mike van der Valk , it would be super helpful that the boards get full links. Then We could setup bookmarks for each board to access them faster. For projects itself it is already possible. Best wishes Niels

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