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Hide Deal value ($$$) for Project Managers?
Hi there, is there a way to hide financial information (Deal values) from company users who use Projects? In a perfect system, I would ideally like to separate "Deals" from "Projects" entirely for my employees, since they only need to be managing projects, and not working with the financial aspects of Deals. Or at the very…
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Option to move left menubar items to More
We use Leads, Deals, Mail, Activities, and Contacts. The other fields (Projects, Campaigns, Insights, Products, and Marketplace) are rarely used. For new employee onboarding, it would be nice to only have the relevant items on the menubar. The remaining items could still be accessible under More.
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Custom Activity (meeting type) with pre-determined conferencing
The pain: creating meeting activites through the API can only be semi-automated, if conferencing needs to be included right now. Ideally, it would be nice to be able to choose/select a specific conferencing option directly through the API call, but as I understand, it's pretty difficult to go that way. An alternative…
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Merged: Bi directional email archive sync
This discussion has been merged.
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Would love to see who has or who has not e-signed yet in a list somewhere
This is what DocuSign and all the other e-signings offerings do. List for you so that you can follow up. Hiding it away inside of a deal's details add no value, and isn't in the spirit of doing e-signing as a workflow optimisation.
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Custom fields - Monetary / Multicurrency
Hi The Custom fields enhancement is something I've been waiting for, great Job Pipedrive team, however the monetary field for organizations working on multiple currencies should be improved. Right now, only the base currency appears, even when the deal is in a different currency. Definitely, this would have to be improved.
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Team Planning for the meeting planner
I would love to be able to use the meeting planner for teams too. Calendly has the missing functions. 2 perspectives: 1) send a link which offers a slot as soon as ONE sales rep is available. 2) send a link which offers a slot when ALL defined colleages are available. Besides that from customer perspective: Beeing able to…
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change standard lettertyp in emails
possibility to set another lettertype standard in my emails. Now is always gets back to Arial and I want to use Georgia as a standard.
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Team Email Distribution
Hi, We need an email disctribution option for automations to be able to select a team as a group and those members receive the communication. Currently not an option. Dax
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BOUCLER LES AUTOMATISATIONS
ca serait sympa de pouvoir boucler les automatisations si la condition n'est pas celle attendue. Pas exemple : 1/ envoie d'un mail 2/ délai 3/1 mail 1 à reçu un retour : Faux alors retour à 2/ délai 3/2 mail 1 à reçu un retour : Vrai alors 4/ mise à jour de l'affaire changement d'étape
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Merged: 1 condition = plusieurs actions
This discussion has been merged.
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Merged: Editing automations
This discussion has been merged.
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Insights
We need Insights to show filters on Persons and Organizations. Multiple reasons why. A few are: It's a measurable for staff that they are actively adding new Organizations and People. Allow to see how staff are performing as a group. Data Checking... I could go on and on. Mark
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Add button for Date/Time in Activity Notes
Could you please add a button for Date/Time in the Note field for activities? Often you call ord do a task and need to log what you have done or agreed, because the task is not yet completed. It would be awesome if you could click on a button and e.g. select Date, Time or Date & Time to be inserted. Like e.g.: 20/04/23:…
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Deal comments preview looks UGLY after redesign
I always get a little nervous when companies 'tinkle' with the looks and design of a platform. Take a look at this before and after screenshot of a Pipedrive Deal comment feed. Now the comments feed is no longer easy to skim-read down, as all of the text formatting is disregarded in the preview. It looks a mess. How is…
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Checkbox list on web forms to not be limited to 4 answers
The way the forms work currently when selecting a multiple choice custom field is that if more than 4, it becomes a list you select from. This wouldn't be an issue if you could from this list just select one, however for some reason this then allows you to select various answers, which makes it really hard and fidgety (for…
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Related Organizations Improvement
I'm using the Related Organizations feature to build out a complex organizational structure (20+ components). It's not very workable for large structures, with 10+ s load times for each org search and common hanging issues. A few ideas: Filter currently selected Related Organizations from the queryset Multi-select…
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Client Caching
I have a company with <5,000 entries (contact + org + deal). The tables constantly reload on scroll, and I've found it easier to export + re-import to do bulk edits. A front-end cache would improve common-case user experience. Guard rails on the max size would fall back to current usage for large-database users.
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Merged: Adding multiple Contacts/People to a Task
This discussion has been merged.
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Pinning notes straight away and bulk editing tasks within a deal
Hi, what do you think about being able to bulk edit tasks within a deal rather than going to the activities screen. I am not sure why this is not an option. Also, and I have mentioned this before - pinning a note as you save it rather than finding the note after you've saved it and then pinning it.
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SUGESTÃO - Pipedrive Add-on Gmail
Boa tarde, Hoje percebi que para cases bem específicos de algumas empresas há uma necessidade de uso do Add-on do Pipedrive dentro do Gmail (https://www.pipedrive.com/en/marketplace/app/pipedrive-for-gmail/23dd8a34f46e775c). Base de conhecimento: https://support.pipedrive.com/pt/article/pipedrive-gmail-add-on O que não é…
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Detect which contact open the mail with the mail tracking
Hi, it would be nice, in addition to the mail counter, to add which mail contact opened the mail you send (not just how many time it was opened). Really interesting when you have multiple recipients, or one recipients but many in cc. Thanks, cheers !
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Project Phase assignment via automation
I'm using projects and our team is loving it. One challenge we are facing is when we add tasks using automation, that we cannot assign the phase to the task and it gets added as unassigned. Is there any way to do this? If not, it would be a great enhancement to the new project feature. Please upvote if you agree. Thanks -…
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Our pain points with pipedrive
We are a startup with a hand full of people that runs on pipedrive. I.e. we use pipedrive (professional) at the core of our business for CRM, sales forecasting, project management and email marketing. Pipedrive has been recommended to us as a startup friendly alternative to HubSpot. We have the following pain points with…
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Client files to sidebar
pipedrive is a good place to store customer data I would like more support for file management We have several clients whose files we need every day It would be nice to have a files section in the company information sidebar where you could choose which files to display, for example by folder. USE FILES - file - file -…
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Support for QBO Projects in the billing integration
I can't use Pipedrive QBO integration as we use QBO projects to create project specific invoices. One client or organisation has multiple projects for which we need invoices to be generated to the correct project but Pipedrive only supports one 'customer' in QBO per contact or organisation, not per deal which would solve…
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Allow activities list to show both activities and tasks
My team's daily todo list combines deal activities and project tasks but it's not possible to view a combined list for the day anywhere. It would be great to be able to see daily people assigned tasks alongside activities on the activity list
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Assign to "Project Creator" option on Project Templates?
Our team is using the "Projects" for Account Management after we sign a deal. In the process, there are some components that technically live with the sales team (like scheduling a kickoff call), even thought the deal has been closed and we're now managing the relationship in a different "location" in Pipedrive (i.e the…
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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…
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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 :-(