Submitted

Customize default title in deals
Almost all of our deals have the default title of the organisation name. Most of our deals are of the same type but a few are of a different sales process. When scanning a list of deals it's hard to distinguish them as every deal has a different title, the name of the organisation. The suggestion is to allow customization…
Desperately needed: Deal and Person custom field grouping, searching etc
Hi I've seen this mentioned a few times by other people but would like to add my two penneth... Pipedrive, you offer the ability to have 1000 custom fields. Yet there's no ability to do any of the following: * group fields by custom headings/categories, and make those headings collapsible, expandable, * search for a field…
Add Product Value to appear as a column in the insights detailed tab
Hello, I have created an insight to follow up some products revenues but I only can see the total amount of deals in the columns when I click on the details. It would be great to be able to display the product value like it is in the chart. Thank you
Merged: Set default font for emails
This discussion has been merged.
different languages for custom fields
Many international companies have employees who do speak very different languages. In some cases they can not commit to 1 language (like english). It is great that Pipedrive supports 17 different languages, but you should be able to name the custom fields as well according to the language settings of a user.
Ability to be able to sort products alphabetically/numerically
Surprised to find out it's not possible to sort products alphabetically or numerically, rather listed according to when they were added.
MRR/ Subscription plan needs to be revisited please
The current plan for Monthly recurring revenue (MRR) / Subscriptions seems flawed. I have spoken to your support team, and they have enabled the MRR/Subscription beta for each deal. I am not sure what the thought process is here as it does not solve the lack adaptability in the software. In the current design of…
Expanded cards in Pipeline view
Hi all, It would be really useful to be able to expand the cards in the Pipeline view to include other information when viewing the Pipeline. For example, seeing start date and expected close date in the Pipeline view would be really useful, as well as being able to display other information about the deal if chosen (e.g.…
"Default" pipeline
I have a few Pipelines, but one main pipeline that I do most of my work from. For some reason when I login to Pipedrive, it always goes to one of my more ancillary Pipelines. It would be great if I could set a "main default" pipeline that when I logged into my account that it always brought me back to the Pipeline of my…
Bulk assign emails to deals
Hoping to submit this as a feature request: the ability to bulk assign emails to deals. I notice the majority of deals link correctly with the auto feature, but it would also be really neat if I could bulk assign/reassign emails to deals, especially when the auto feature gets it wrong. Keeping my fingers crossed!
Report by Labels on Deals
Hi, In the reporting section, I'd love to be able to see the split of deals with different labels. Currently this does not seem to be a field. As leads are labelled and added as deals depending on lead source, and I'd like to then analyse the performance of these via the label. It would be much more useful for me rather…
Create a recurring task
Hello pipedrive lovers, it would be really great to be able to create recurring spots in Pipedrive. For example, I have to do every month - tax returns - pay - etc ... I have a list of huge activities that repeat every month, every quarter .... and currently I have to create as many spots as I have repeat. It's quite a…
Who else could see the benefit of "Multi-Organisation Deals" for where you've quoted more than one c
Who else could see the benefit of "Multi-Organisation Deals" for where you've quoted more than one customer for the same project and don't want to skew your figures / forecasts?
Linking multiple organizations to a deal
I have a project that is released for Tender by the customer/consultant. I have created the deal in the name of the consultant and used a custom field to link an organisation who is bidding on the tender to the deal. However this only allows the selection of one organization so if I have 10 customers bidding on the tender…
Alternatives to Pipedrive after new Insights?
Hi Everyone I am really frustrated with the new insights. And I tried, I really tried. If any one knows alternative CRM with similar Kanban+Reports, I would be more than thankful. Best Miguel
Report: Tracking just of emails which are connected to a deal
Is the title self explaining enough? :-) If not: I would like to have a report which tells me the amount of emails send and received, but only if they are linked to a deal. Otherwise, they are not sales relevant.
Let me accept meeting invitations from the Pipedrive Inbox
Currently, when I get a meeting request from a contact, all I see in Pipedrive is an email with the standard email controls (1) and an ICS file (2) attached to it: In addition to those, I'd expect it to offer the standard meeting controls (accept, decline etc.) found in Outlook: The rationale here is that I want to stay in…
Create more detailed Webhooks
It would be nice to have the option to create more detailed webhooks. E.g. run the webhook only if a specific field in a deal has been updated, not for any change in the deal in general. This would improve the interaction with third party applications like Integromat (maybe Zapier as well).
Automatically notify the team about received emails
Hello there, [Feature Request], [Email Notification] People following a deal, a contact, or a company should be able to receive email notifications when an email is received by one of the teammates. At the moment, received (and 'shared') emails are only attached to a deal/contact/company but the rest of the team is not…
Multiple labels
Would be awesome to be able to add multiple labels to one offer, it would simplify my understanding of one offer in one quick view
Folders for Email Templates
With my business, we utilize email templates for different stages of a sale and I think adding folders would be an easier way to organize the different templates, rather than just having them listed like it currently is. Does anyone know if it this possible to create folders for email templates?
Contact Creation: Use Domain to detect Organization
When creating a contact from an email it would be great if Pipedrive could detect the organization with the domain if other people from the organization are already added: Example: john.doe@nike.com is a contact with the organization "Nike Ltd." When mary.miller@nike.com writes me an email and I add her as a contact, the…
Automation cannot read/write Date Range fields
I realized that Workflow Automations cannot access Date Range fields. They are just not visible when selecting the fields to update, e.g., on a deal. This is really annoying, because it means I cannot set the license period for our auto-generated license-renewal deals and have to rely on everyone to remember to do this…
First Response Time Stat
It would be great to have stat which shows time between Deal Created First Email Sent
Leads for Mobile App
Howdy Everyone. I would like to suggest adding the leads function to the mobile app version of Pipedrive. To me the, leads function is quite handy but it would be super helpful if I was able to capture new leads in the field, where most of my leads are generated. I am sure this added feature will benefit many small…
Deal Progress report, showing all progress between Stages in a reporting window
Is there a way to generate a report/table that has rows for each Deal, and columns for each Stage, and content data that shows the date that each Deal entered that Stage? My company has an OKR target for the number of Deals progressing to each stage of our Pipeline during the [quarter]. Today I have to create the report…
Files and Images in deals with thumbnail view option
I think it would be great to be able to switch between list and thumbnails views for the files and images attached to a deal . When there are several pictures attached to a deal for example, you have to open them one by one to find the right one you need...
Sidebar Creation
Hi is there any plans in the pipeline to be able to allow admins to create sidebars? It would be really helpful to have these to sort out various and manage the associated fields
How is this not a thing? A Vote for Full email syncing is a vote for your time back!! Please take th
How is this not a thing? A Vote for Full email syncing is a vote for your time back!! Please take the poll
Deal roll-up from Daughter Organisations to Parent Organisation?
We are a growing company and Related Organsiations is becoming a valuable feature, but nothing rolls up from the daughter organisations into the parent organisation Overview. This would be great at least for deals and meetings. Also being able to search for related organisations or all parent account would be useful for…

Submitted

Discussion List