Active

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.
Adjusting the calendar view screen as we. wish
For the moment, my calendar view starts at 00:00 and ends up at 23:00 (and then scrolling). For me, there is no use of so much space. 7:00 - 20:00 would be enough.
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
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…
Forms & Checklists within a deal
Could we please have the ability to to create forms and checklists that can be then used to create a task in the deal. The user assigned to the task would open the form and complete it, the information would then be added to the deal as pdf file as well as a note. The application we have for this is around servicing. Our…
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.
Possibility to upload your company logo in the top left corner
For example the video below is of phoneburner ( a dailing software) that allows you to change out the logo so the company thats choosing to use their software feels more pride in using it over competitor dialing softwares. I was thinking of how companies can make this platform (pipedrive) feel more "at home" for the entire…

Active

Discussion List