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Email - label customisation & deleted email history
Scenario: Some of our contacts have more than one email address but have only subscribed with one of them to our marketing emails - and unsubscribed with the other. Or - one of the emails is outdated and not to be used anymore but cannot be deleted as this would mean we are losing visibility of relevant email history.…
Insight Reports on Contacts as opposed to Leads
Hi, It would be great to create a report showing how many new Contacts were created, similar to the one for new Leads, as we only use Leads when we use Prospector and all others are manually added straight into being a Contact. Thank you.
Create a Purchase Order from a Deal that is closed Won
With the introduction of Projects, Pipedrive is becoming more than just a CRM which is awesome. One feature I would love to see added is the ability to create a Purchase Order once a deal is closed won. Create Deal Create Quote using Smartdocs pulling in the products Closed Won Create Purchase Order to the supplier using…
Responsive images in WebForms (display on mobile devices)
Images within a PD WebForm should be responsive including the header image. Today a target group consists of a lot of user that use mobile devices to display content such as a PD Web Form. The header of a Web From can be an image with resolution 480x160px. However, the image currently cuts on each side when the Web Form is…
New trigger for automations - click in link
Hi, I would like to have a new trigger in the automation: I would like to add a tag to the people who click in a specific link.
Changing Won Deals' Stage Names
I know it is possible to change phase names within a pipeline, but I would like the ability to do this separately for Won deals. If I try and change Won deals phase names, it changes the Open deals names too. We want to be able to have for example, Project Planning, Project Scheduling, Project Execution. At the moment I…
Remove/Change 30 day max from the workflow automation delay feature
The new workflow automation delay feature is great, however the limit of max 30 days delay per workflow is very limiting. Particularly now that we have the option to create automated campaigns. As a user, I want to be able to reduce and simplify the number of different software I rely on. At the moment, we use Mailchimp…
We should have an option to save email history of a contact even after deleting the email id.
If we delete/update email id of a contact, all the past history on email conversation is also removed. For example, I found out a contact has changed his organization, so I deleted his old email and updated it with a new one. Now all email conversation history of old email has also been removed. I would like to have the…
Sort by Organization within Projects
You can sort by Organization Name in Leads, why not Projects?
Projects Panel in Web Browser App -- sort activities and tasks by due date
Now that you have so kindly made it possible to hide done tasks and activities, we might only be one step away from achieving an intuitive road block free task/activity workflow in the projects panel. Please allow us to sort by column just like we can in the main activities panel, especially by due date. THANK YOU!!
Projects Panel in Web Browser App - Hide/Archive done activities
We need to keep our activities on file for Insights data, time tracking, and more. Thus they cannot be deleted. Currently projects are becoming unmanageable and cluttered with numerous done tasks. The ability to filter tasks/activities by project in the activities list view would help to organize them, but that is not…
Filters in workflows
Hi everyone, it would be nice to add filters in workflows. I am really passionate about testing and experimenting with them. This leads to the state, where I have to scroll down a lot, until I find the one I need. Active and inactive filters would be a nice touch, that will make it more searchable. Thanks!
Web forms
I would love to see the potential for a step-by-step webform We can start with basic questions and some information from them and once that is done, the link in the thank you form is the next webform where I get more information, or to the questions. In order to do this it is imperative to be able to pass the information…
New Deals Screen Format
I like the new deals screen format but would would be really useful is the BCC e-mail address being accessible at the top of the screen so I don't have to scroll down to access and copy it.
Custom Fields - Deals to Projects
It would be of great use, if the custom fields from the Deals pipeline could be Moved/Duplicated when a Deal is won and the Project is created.
Live Google Docs document in Smart docs
Can we have live Google Docs, Google Sheets, and Google Sheets versions of smart docs? I have a situation where I want to send a client a working copy of a requirements-gathering document that we both actively fill out. Right now Smart Docs sends this document as a PDF, which is not what I am looking for. Am I missing…
Insights - Dashboards add deal values as if they were all in the default currency
Looking at the Insights dashboard for 'Deals won over time', the deal values are added as if they were all in our default currency (GBP). But we record deal values in whichever currency we invoice that client, which may be USD, EUR, AUD, NZD, SEK etc. For example that grey block in the Oct 2022 column below, which appears…
Showing Fields Based on Type of Org
As we roll out more usage of Pipedrive, and folks want to use Pipedrive to track more than just our typical customer base, we are looking at adding 4-5 new custom fields. These new fields would 1) make the list of Org fields in our Pipedrive even longer and 2) be confusing/irrelevant for the other types of Orgs we have in…
DEALS linked to Activities, and change DATE for both
Hello everyone ! Can you help me ? I need a new function : 1) to link more than one DEAL to an ACTIVITY; often I have two or three DEALS , with different products : one for pump, one for pipes, etc.. but for the same PLANT / BUILDING 2) when I change the DATE of the ACTIVITY, it should be changed automatically the DATE…
Workflow Automations Run Unreliably
We've been having serious trouble with our Workflow Automations. We rely on these Automations doing their work, but sometimes they fail or just don't run and we're not even notified. Here's scenarios where this happens: A user forwards an email via Smart BCC, where one or multiple contacts do not yet exist in Pipedrive.…
Access Custom Fields in Add Product
Hello Pipedrive, We are a company just launching Pipedrive tomorrow - we are stoked, wish us luck! I have one question/request regarding Products. Pipedrive lets you add many custom fields to Products beyond the default fields (Products, Price, Quantity, Tax, Discount, Amount.) However, when we Add Product, we cannot…
Customer Account Management
Pipedrive is a phenomenal tool for organizing leads and driving sales, though I feel it's seriously lacking the ability to handle customers once a deal has been won. We are an e-commerce business selling globally, and I would love the ability to segment my customers and distributors and manage them all within Pipedrive. Is…
Tasks and activities acording to project end date
Hi Pipe Drivers! Loving the Project base on PipeDrive, it would turn from good to amazing if you could add a task according to project end date. Now it is possible to add activity only according the project start date. Our project durations vary a lot and some tasks are to be done when the project ends, so for making…
No shows
Hi all, The show-rate on demos and meetings are a relatively important KPI in most sales orgs. It would be absolutely fantastic if we could mark a meeting type activity as "no show" instead of "done" or simply to cancel it. In that way we could see the number of meetings actually held and the number of no shows. Are you…
Make The Google Extension Load Like It's 2023
I personally prefer to work in Google Mail, as opposed to the mail tab in Pipedrive, and love the Google extension. Well, I would, in theory. In practical terms it's more or less useless because it is so slow. After every click you have to wait for three to five seconds for anything to happen."Quickly" adding a contact, a…
Gmail Extension - past due activities
The PD gmail extension to show activities is great. I can stay in Gmail, view my activities, and engage with clients via e-mail without having to look at the activities in pipedrive. The issue is, as soon as there are overdue activities, they do not show in the Pipedrive extension. It will only show TODAY's activities. So,…
More supported languages for the webforms, chatbot, etc. (Danish)
To accommodate your clients in more countries, it is important to have more supported languages for the webforms, chatbot, etc. This is a dealbreaker for our business (to not risk loosing clients) - our IT team wants to change to a system, that supports Danish.
Sales per state/country
Hi, In insights, is it possible to create a graphic that shows the number or deal value (total) per state and/or country? I think I can do it by adding a new custom data field (address) for "Lead/deal", but I don't want to add the address every time I create a new deal... Thank you! Martin
Mobile App | Required Fields 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?
Urgent help
I would like to find a seller to develop the entire sales structure through wattsap for my stimulating product.

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