Submitted

How can I sort or reorder my Product Variations?
I initially posted this as a suggestion, but maybe I'm missing something. Is there really no way of sorting or organizing the Variation list of each Product? I have over 30 variations per product, and since they are sorted by creation date, it's really hard to find them in the "Add product to deal" screen. This is creating…
Folders for managing and building email templates
Suggest having a folder system for the email templates. For example: I have 30-40 email templates They deal with different types of scenarios in an ordered cadence I have to change the names in order to currently group by the scenario (New customer: Email 1, New Customer: Email 2, etc...) I have to scroll through a long…
Automate Report Exporting
I would like to suggest the feature to automate data exporting via the current automation system. Today, I have to go daily to the business tab, filter, and manually export the filtered results. I use the exported data to perform some internal analyses and cross-reference the data with other spreadsheets that I have here.…
Campaign should have Person Owner as Sender - Duplication required for 600+ sales reps
I was a user of Salesforce for 14 years for another company prior to switching to Pipedrive. We had over 600 sales reps and each was responsible for handling their own book of business and communications, but all contacts were collectively stored and managed in one CRM (Salesforce). Our umbrella company had a marketing…
Calendly vs Pipedrive Scheduler
Hi All, I wanted to get some insight on how everyone is using Pipedrive scheduler currently to see if maybe there's a better process that I'm missing. I have a few teams that always revert back to Calendly for a few reasons and if anyone know's a better way, I'd love to get everyone back to pipedrive only solutions :)…
EMAIL OPEN ALERT IMPROVEMENTS
Currently, pipedrive helps with seeing when an email is opened. I would love if this feature was improved upon. Other software can tell me who opens the email and at what time. On emails with more than 1 people on it this can be a huge help. As it is now, if anyone opens the email, including myself, it is shown that…
Gráfico de acompanhamento da evolução da Taxa de Ganho (line graph)
Atualmente no relatório de Conversão é possível analisar os dados de conversão entre etapas do Funil e uma taxa de Ganho Global. Gostaria de avaliar a possibilidade de ter um relatório específico para "Evolução da Taxa de Ganho", como um gráfico de linha de tendência, com pontos conectados. Isso ajudaria eu e meu time a…
Folder/label sync across email sync tool
Currently, the email sync tool purely brings in all emails in a list. I use folders/labels within Gmail to sort out my life, so would be good if these translated to the email sync to make it clear what I am up to!
Fields relating to Contacts - Define mandatory fields in a given funnel
Neeaconsulting as a Pipedrive partner and provides a lot of support to customers. There is a request that is very important and recurring: the possibility of creating a contact field and defining it as mandatory from a certain stage of the funnel or when a deal is considered won. When you make a contact field mandatory, it…
Connecting One Person to Multiple Companies
Wouldn't it be great to track one person who owns multiple companies in Pipedrive? Right now there is a workaround but it isn't great. It will create confusion as my company grows. Plus, it is much harder to track which person grants me the most work so I can reward that person for being so loyal. Who else would love the…
Add the ability to vertically reorder columns in Contacts/Organizations/Leads tables
The current implementation of column ordering in the Contacts/Organizations/Leads tables is very slow and inconvenient. When there are more than 5 columns and they extend beyond the screen boundaries, adjusting their order becomes very difficult. If Pipedrive allowed global settings to be saved, this issue would be less…
Ability to delete by pressing the "Enter/Return" key
Instead of having to always drag my mouse to the middle of the screen…
Support keyboard shortcuts for bulk contact selection
Problem: Every day, I add over 100 contacts, and for each one, I need to set attributes. I usually do this through bulk operations. The problem is that contacts cannot be selected in bulk, and I have to manually click each checkbox. Proposal: Support keyboard shortcuts in tables, such as Shift + Up/Down and Shift + Click.…
Invoicing in Projects
Once a Deal is won and becomes a Project we would like the invoicing feature to be available Afterall, for most it's only after the Deal is won that invoicing starts. We invoice in several stages so is essential for our business. Likewise it makes sense to have the Product feature available in Projects. This can then be…
Shared Inbox / Team Inbox
We should be able to use team inboxes. Like info@... Currently our company does this - but it makes managing the inbox inside Pipedrive a nightmare! Pipedrive should have some filters for the inbox, far superior to what is already there - it's extremely weak. We should be able to filter, and see emails linked with a deal…
Please make Admin able to make their activities only seen by other Admin or hidden
Other users could make comments, notes, additions or suggest date changes, but not delete or edit the activity, notes or content you have within them.
Add a line chart
Currently, the only type of chart available is the bar chart, which is completely uninformative and useless for analyzing the performance of the entire team or comparing metrics with previous periods. I propose adding a line chart – it was introduced in 1786, and it's very strange that it isn't present in a specialized…
Lock Time Zones in Calendar Scheduling
Hello- It would be beneficial to lock a certain time zone in custom scheduled links. We used the scheduling option to have people book meetings for a conference, but the conference was in a different time zone. It was a nightmare changing appointments for people who didn't change the time zone to the right one.
Retain scroll position of contacts when returning
When scrolling down the contact list and then navigating to a contact's details, the list does not retain its previous position upon returning. With thousands of contacts, this behavior is very frustrating as it requires time to scroll back to the desired spot. Please consider changing your UX designers and frontend…
Add bottom padding to avoid scrollbar interference with contact list
Add padding at the bottom so that the horizontal scrollbar does not interfere with editing fields.
How to handle or assign a mail to an info@ address
Dear all, sometimes I have to send a mail to an info@something.foobar e-mail address. How can I handle them properly, so that my colleagues can find them too? The adress is not assigned to a person. I already added an text field for e-mails to organisations. So can I simply add the info@ address there and send a mail to…
Make field editing consistent across contact and leads lists
In the contacts table, fields can be edited without going into the contact or organization details, but the behavior on the leads list is completely different. I suggest aligning the field handling to a consistent style, using the contacts list as the standard. Contacts: Leads
Add group separators or nested submenus to the "Option" field type
Proposal: To improve navigation in custom field lists, I propose adding group separators or nested submenus to the "Option" field type. This would significantly enhance the readability of long lists and make them more user-friendly from a UX perspective. For example, when managing contacts, we use the following statuses:…
Proper branching (if/else/elseif) in workflow automation
Currently, it is only possible to have one condition and the next step only triggers if that condition is met. Which makes workflow automation design super tedious: clone workflow, change the statement, clone again, change the statement again and so forth. Since it's also not possible to use dynamic values, we just abandon…
Onedrive integration for any files
Will be nice to have OneDrive integration to have not only for Documents (template), but also for any files, like attachment. For Google it is possible, why not for OneDrive?
Settings sharing proposal
I’d like to start by saying that CRM is a collaborative tool, but Pipedrive seems to have a life of its own. When a new employee starts, it takes 4-8 hours to set up the CRM. Proposal I propose adding the ability to share configurations for: Navigation menu settings (which tools to show and in what order). Hiding…
Merge product & Report on Product category
Hello, Would it be possible to develop the possibility to merge product ? (when we want to change a bit and reorder our product merging will be helping not to loose all info) Would it be possible (very important to us) to report on product category? Thank you
Define note comment owner and creation date through the api
The api is already very great but I feel like the comment endpoint could greatly benefits from a little bit more customization. More context, through the API, it is possible to add a comment on a note. Unfortunately, the endpoint doesn't support user_id and add_time. Most other endpoint I've used support these 2…
"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…
Line Chart for Insights
Is there a plan to add the Line Chart functionality to Insights? The current chart types are great but we also need to display the performance data in a growth trajectory format and having a line chart would be extremely helpful. Exporting the data is a good work around, but isnt very efficient if we are trying to maintain…

Submitted

Discussion List