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Multi email programme preview
Multi-email-programme preview. I.e. give me the option to view how this email will look in Windows Outlook vs Gmail vs Mac Outlook etc.
End date for products
We are a platform that has a subscription model. I like the idea of products but i am missing an option to put an end date for anual subsciptions, one a customer has decided to not continue to use our product. This would be great in the combination, once the deal moves to the lost stage.
Capturing contact data from mail signatures
Dear PD-Team, while I appreciate the effort you are spending to implement AI features, I see some way more useful AI cases than the ones I am being promoted with. One of them is to extract contact data from incoming mail signatures and automatically updating them on the contact. Phone numbers and addresses could easily be…
Color coding the deal funnel
Another level of visual categorization in the deal funnel board would be helpful to identify categories of deals. Specifically, allow the user to color code each of the tiles, similar to how one can color code Outlook calendars with a right click. The user can create their own color system to help different types of deals…
Email Alias
Dear Pipedrive Team, it would be lovely to be able to send mails from pipedrive with alias adresses. I use mainly gmail but with an alias email adress. Unfortunately when sending from pipedrive, the mails don't exist in my gmail sent box (neither in the inbox). So unfortunately i can't use pipedrive, all my 10 year…
Workflow Automation: Specify Webform
When I use the rule "Lead source is webform" in Workflow Automation, I would love to specify which form exactly. In my case: I'd like to set a different label for leads which came from different webforms.
Timeline on Projects ? (like on lead / company / contact views
Hi It would be great to have a timeline / history tab on projects view as we already have on Leads / company / contact views where we could see all what happenned recently on a project : tasks created / completed, sent emails etc Thank you 🙂 Charles
"View only / limited / guest" access to Projects
It would be great to have a free "view only or limited" access to Projects We deal with numerous sub-contractors that just need to access the project details/contacts and any documentation for delivery of the project. Sometimes they need to upload some final documents and images to show completion To have to buy a license…
Enable/Disable Email threads
Hi, first of all. I know this article https://support.pipedrive.com/hc/en-us/articles/115004281665-How-are-emails-threaded-in-Pipedrive- and I totally disagree. It may be helpful to see the conversation but it should be able to disable email threads for all incoming emails or at least to manually split emails from a…
Chaos in Overview - Remove data cleanup filters
I suddenly see a bunch of self-designed filters in my deal overview. It’s super chaotic and not organized at all. I want to remove them, but it seems that’s not possible. I do have an overview that I can fill in and keep track of myself, right? I only want the filters that are useful for my business. No Data Cleanup…
Editable double opt-in message
I would be useful to be able to either edit the double opt-in message or get the link for adding it to normal email. In my case the text (in Finnish) sounds funny and is not suitable for getting the confirmation. Just by editing few words it would be suitable. Currently it does not support the function.
Importing Products - Price Variations
I would like to be able to import price variations for products. As far as I know, Pipedrive only allows one price per item when products are imported. I work in multiple countries with different pricing strategies. Adding price variations manually takes a lot of time. Thanks!
Linked Emails Should be Made Public
We have some users who have their default email sync setting as Private. When they link an email to a record in Pipedrive, but forget to ALSO mark it as Shared, no one can see it. They don't know they have to do this. It is an extra step for them. Pipedrive should offer a way to set it so that all Linked emails get Shared…
Product feature is not good for reports or handling subscriptions
Hi Pipedrive, The new recurring product feature feels like a downgrade and operates very clunkily. Subscriptions – When a client updates their subscription (e.g., price or user count changes), the system dynamically adjusts. However, why does it retroactively alter past records as well? Reporting – Revenue is not evenly…
Allow linking of a single activity to multiple deals
It would be great to have the option to link multiple deals to the same, single activity. For example if you had a meeting scheduled with one contact to discuss multiple deals, it would be great to link everything rather that creating multiple duplicate activities etc. Example of activity creation screen
Integrate products to webforms
I would like to get the possibility to integrate products into webforms. This enables the customer to directly choose his products and and getting this reported into the deal. Today we have to add the products by hand to each of the deals. it would definitely make the automation / creating offers process much easier.
Property Integration for Real Estate
I would like to suggest to have a live feed (an xml feed, for example) for properties and for you guys to have property feeds to property portals and the ability to match automatically clients with properties (based on the clients requirements and the property description). If Pipedrive had these features, we (and surely…
Cumulated MRR on Insight
I need the cumulated MRR on the insight. You can provide the new MRR/month so i imagine you could easily provide the cumulated on with this data.
Full Month Calendar View in Activities
Really need this feature.
On the nearby products map, enable the ability to display only active products
Currently the map shows both active and inactive products, which makes it less effective. It would be a good idea to have some kind of filter that would allow you to view only the active ones or the inactive ones or both.
Allow for "Pin" option when bulk importing notes
Recently I bulk imported an important note for a couple thousand orgs, and I found myself wishing that we had an option to pin these notes as well. I don't believe this is a current capability, let's get this created!
Ausgeschiedene Mitarbeiter
Es wäre hilfreich, wenn man die ausgeschiedenen Mitarbeiter kenntlich machen könnte oder mit einem Datum, wann der Mitarbeiter ausgeschieden ist, sperren könnte.
Events are not activities: getting rid of the need to tick calendar events in Pipedrive
Hi there, Signed up today due to a sales programm where the advisor told me to do so. I'm amazed how Pipedrive lacks features I thought where basic and that I benefit from in Zoho CRM. One of them is to treat events differently than tasks. Events are in my Google Calendar. They are how I spend my time: meetings, piano,…
Projects Tool - Available for Mobile?
Hi there, I am eager to explore the new Projects tool but don't yet see it anywhere across the mobile platform. Will this be made available or will Projects only work in the computer platform? Thanks.
Printing Deal Sheet
I used to be able to print my Deals sheet. Now is only prints the screen view. How do I print the screen image when it is multi-pages?
Portal Customer
This is is a must have!! why we do not have it???? https://www.hubspot.es/products/service/customer-portal
Better formatting options in Campaigns module
Currently when creating an email template in the Campaigns module, there is no ability to create bullet (dot) points?! Please improve the formatting options available in Campaigns.
Insight Report & Dashboard Auto-Send
Almost every time I show someone Insights reporting, they ask the question, "Can this be sent to my inbox weekly/monthly?" Folks are used to having this feature in other systems, like PowerBI. It would be great if we could automate the sending of a snapshot of the Insight report/dashboard, or a link to the…
Allow conditional operations(e.g. IF) in the formula section of calculated fields
Currently Pipedrive calculated field returns an error if one of the components of the custom field involved in formula is blank. There are use cases where I want the custom field value to be treated as 0 in case it's blank & have to bulk edit value to 0 for such cases. Or a functionality where I can set the default value…
Export Automation Workflows
I regularly need to review automation workflows and take screenshots so I can explain each step. But I end up with loads of images if the workflow is lengthy. It would be great to be able to export the workflow, where its format is either the same as make.com blueprint or easy to read format

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