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Geração de números de proposta
Poderia ter uma função (formula ou outro) para geração sequenciais ou aleatórias de proposta e/ou contrato, principalmente para aqueles usuários que utilizam o Smartdocs
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🧨 Double Opt In Webform for Campaigns
Hi there, I think a really useful add on for campaigns would be to have a double opt in webform - like there is / was in mailigen. For us this is a must since in the DACH area you can't go without it. Neither PD Webforms nor CAMPAIGNS offers a GDR compliant registration webform. Could you please prioritize this feature?
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View Leads as Kanban Board
I'm currently evaluating Pipedrive, and one feature I miss is the ability to view Leads as a Kanban board as you do with Deals. For example, I could use tags, where tags are effectively set as the current "stage" of the lead: "Not Contacted", "Reached Out", "Meeting Scheduled", etc. Thanks!
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Show on Map for Leads
Why isn't there a "Show on Map" feature for Leads, when it is available for Deals, Contacts and Organizations? We essentially have two addresses associated with each Lead - a mailing address and a business address. Both these addresses are carried over to Deals when we advance a Lead, and we are able to see the Deals on…
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Reordering of email addresses / set primary email address
It is common for me to obtain an email address upon initial contact with a prospect only to later be given a different and preferred email. Then I must manually copy and paste email addresses in the UI to get them into the proper ordering so that the preferred email is on top. Sometimes I have three or four emails for a…
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Integration - OpenPhone App
We really need a solid native integration with the OpenPhone app.
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Hidden Fields in Web Forms to Capture Pre-defined Data
Allowing users to input fields on the front-end which get passed through to Pipedrive deal fields is great. However, defining “hidden fields” on the back end which we can populate with data would increase the value of Web Forms massively and would make it a no-brainer subscription for us. For example, if we have a web form…
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Problem: notice about credit card data in forms is customer-unfriendly
Under all forms in Pipdrive the following sentence is displayed mandatory "Never share sensitive information (credit card numbers, social security numbers, passwords) through this form.". This is just annoying and also total nonsense. If I only ask for the name and email address in the form to subscribe to the newsletter…
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Group Email follow-up emailing automation on contacts that didn't respond
It would be awesome to have a feature to send a group email and then have an automation that sends an email reply to the contacts that didn't reply. Pipedrive has both capabilities in different scenarios but I wasn't able to find this option.
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Can't Add Product Code As a Column In Deals List View???????
This has surely just gotta be an oversight. It's not available as a column to add! And I sure don't want to create a custom field for it. Absolutely critical that we see product codes in list view.
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Automation: Send email if the previous email was not opened.
I would like to send a follow-up email if the contact person has not opened my promotional email. In this way, a contact that has been created can be contacted again automatically and we can directly achieve a higher overall reach in the first step of acquisition by achieving more openings in the initial contact.
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Birthday field / reminder for Contacts
It would be great if we could have a field for birthday month/day without year or a calendar drop down so we can add our contact's birthday's and run filters for upcoming ones.
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Need for an internal Chat for the company as part of Pipedrive basic features !
Hello there ! I hope you are taking care of your health ! I wish sometimes in the near future you will develop an internal Chat in Pipedrive so employees can communicate between them about the deals. That would be fantastic. Imagine being able inside a deal that is followed by several people of the company to post a…
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"Are you sure?" Pop up box after clicking on Won.
At our company when a deal is won we have an automation that notifies several executives about the won deal and many times unfortunately a deal is accidently won. Because of the automation they see they won the deal and are able to re-open it; however, it would be nice to have that option to keep this from happening in the…
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firefox over chrome - I want do decide
Hi development+support team, hi Dominic Allon, In the last few weeks, I've been having problems with the organization popup [See all deals], which slows down Firefox at the end and I have to cancel and reload the page (popup). When I asked the official Pipedrive support team, they advised me to use Chrome or Edge instead.…
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A link to the deal and/or the contact in the calendar entry
With Pipedrive, you can specify that details about the deal and/or the contact person should be saved in the Outlook calendar. This is already good but not good enough. However, there is no link in the Outlook calendar to jump from this calendar entry directly in Pipedrive to the right deal or the right contact, in order…
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Zoom Phone integration?
Zoom Phone seems to be gaining popularity, but it's not an option for us yet because it doesn't integrate with Pipedrive. Would love to see that integration available, since we're already heavy users of Zoom for video calls.
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Replying within a colleague's email thread
There is currently no way to forward or reply to an email that a colleague has sent a client. Within our business we collaborate and work on deals as a team. Currently within PipeDrive we have our share permissions company wide allowing all team members to view all contacts, organisations and deals. We can view all emails…
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Deals in Pipeline View - Email Visual
I think a really cool & helpful feature would be to show an icon on a Deal "card" in the Pipeline view, would to show an icon on the card if you have not yet responded to an email. I'm sure that's super complex, but would be a cool "quick view" who do I need to get back to right in your face concept. without having to…
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Please put the 'does not contain' filter back.
Hi there, I noticed that the 'does not contain' filter option is gone in Pipedrive. That is such a shame, we use it so much in our filtering of the CRM. For example, as in the image below. We'd like to filter out all people in this area, but not the 'data' people. How do I do that without using the 'does not contain'…
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UTM - leadsource tracking for webforms.
It would be great if we could track what campaign it came from. But today the Pipedrive forms don't support it and it's in iframe so it cant be tracked from external systems. It's so important to know what campaigns deliver sales leads.
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Merged: Lead source connection with UTM code
This discussion has been merged.
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Remove Branding On Meeting Scheduler
Is there a way to remove this pipedrive branding from the meeting schedule when embedding in an email? I have branding turned off, and I know I can just remove the text manually, but I'd love for it to not show up in the first place.
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First Name and Last Name
Hi, Is there a way to have two separate fields "First Name" and "Last Name" when adding a contact? As far as I can see, a single field "Name" pops up and later on Pipedrive splits it into first and last name. I would like to enter single and last name separately. This would help in some cases, especially when I only get a…
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Reporting on Payment Schedule
Dear PD, As a sales manager, I would like to see a further developed 'Revenue' / 'Payment Schedule', plus reporting. Suggestion for Payment schedule: * Copy the Total amount from the Deal Value (instead of manually filling it in) * Give the option to add % of the total amount per milestone (instead of now manually adding…
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Enhancement request: More activity type icons
Hello, can we please have more Activity type icons to choose from? Thank you in advance :-)
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Removing Bounced Emails
Is there any way to ensure that emails that bounce/are faulty are removed from cadences?
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Adding an automatic follow-up reminder if a contact has not responded to your email
During the course of my sales efforts, I send a lot of emails that go unanswered and require me to go back to that lead/contact and remind them that I need a response. Right now, the workflow for this problem inside of Pipedrive is pretty miserable since I send an email (inside of Pipedrive) and then i have to manually…
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Our own logo and link in the scheduler page?
There is a very cool tool which i want to start using, it is the scheduler tool. Really nice that customers can plan their own appointment in my calendar. No more e-mailing back and forth to find a free spot. BUT the scheduling page has the Pipedrive logo and (underneath) the link. It would be nice if our company logo and…
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Link Email to Lead/Deal from Person View
I am viewing a person (https://….pipedrive.com/person/…) which already has a lead (https://….pipedrive.com/leads/inbox/…) assigned to it. The previous emails are however not yet linked to the lead but only to the person. Could you please add a button in the person view (https://….pipedrive.com/person/…) to be able to link…