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Projects Tool - Feedback and need for development
Hi team Pipedrive, After using the Project add-on here are our team's feedback and need for future development : Project is a great tool that allows us to better implement our solution and work among service. Here are a few development that we deem important for the future of Projects Project - Automation : Add the ability…
New filter conditions "is one of" and "contains one of"
Hello, could you please add another criterion "is one of" / "contains one of" next to the conditions "is", "is not", "hes been", "contains", "does not contains", "is empty", "is not empty", with which you can enumerate the elements of the field, which should all trigger a hit in the filter. Especially when building filters…
Feature Suggestion - due dates relative to expected close date
It would be a game changer for our business to have the capability to make due dates relative to the expected close date. We are caterers and we use the expected close date as the event date. We are using Pipedrive from the beginning of the sales process into the prep-for-event process all the way until the event is…
Suggestion: Workflow Automation for Email Opened and/or Replied to
In workflow automation, it would be useful if some scenarios could be added in order to automatically tag or label a contacted person or deal. When a recipient opens an email or replies to an email, an automation could be created to tag or label that person so it is easier for us to see this information easily. For…
Importing "Lead Created" with Back-Dated Information
I have a problem when I tried to import my back-dated lead created into my Pipedrive account as I could not find any of the "Leads created" for mapping (while the deal created had). After checking with support, there's no "Lead created" to be mapped, this mean I could not import my Lead created back-dated into my Pipedrive…
Person/Org Custom Field Filters
I’d like to propose an idea for improving our use of custom fields in Pipedrive. In our company, we have multiple person and organization custom fields, each with specific expectations for the types of entries based on labels or choice-based values. It could be beneficial to implement filters or conditions on these custom…
Rotten Deal Data Field
Our team would like a way to track Rotten Deals. My idea is just a data field that would be set to "rotten", "true", or a date signifying the date the deal went rotten. Benefits of this would be that it would be more easily trackable for automations, allowing you to automate follow-up emails, set reminders for yourself,…
It would be very useful to be able to link emails to organizations. Anyone else agree?
It would be very useful to be able to link emails to organizations. Anyone else agree? Why can we only link emails to deals and people?
Labels on Lead Inbox as part of filters
This discussion was created from comments split from: Using Labels vs a Field .
Search templates
Hi guys, As we have a number of templates, it would be great to be able to either show a full page of templates (rather than just 8) and be able to search the templates. Should be relatively easy to implement I would imagine. 😎
Smart Docs - Need a main location where you can see all outstanding docs for signature
We want to be able to see what documents are outstanding for signature. It seems like a hassle because if one of our employees sends out an agreement, there's no way for another employee to know which agreements are outstanding unless they click into each employee that has a deal. There should be a singular location where…
Pipeline Stage Descriptions
We recently redesigned our pipelines according to specific criteria. It would be useful for the team to be able to refer to a description/instructions for pipeline stages (as an easy reminder).
Campaign Feature: Shareable URL
Our team would like to obtain URLs of the Campaigns/Newsletters that we send.
Quick filter for Pipeline, Leads inbox, Contacts, Email
During my daily work I often need to quickly filter through the Pipeline (Company name, contact person, etc.) but the only real way to do that is by creating a new filter. The "Search Pipedrive" is useful not but great because it's a global search, while what I'd need is a "local" filter: if I'm in Pipeline I want to…
Web version of sent campaigns
Hi folks, I would definitely like Pipedrive to make a web version available of every sent campaign so I can share a URL to that specific campaign once the campaign is sent. Please upvote this idea if you agree.
Bulk Delete Multiple Filters
I wish we could delete multiple private filters at a time
Can Pipedrive Stop With The ENDLESS DISTRACTING POPUPS?!
Edit: I'm referring to the pop-ups regarding webinars, feedback, surveys, etc. (not to the "activity" pop-ups which are actually very helpful). I'm trying to work. Do you people not understand that?! I don't need to see daily pop-ups about things that don't matter. Why is there no way to opt-out of these? Also, these…
Turn off auto-created activity when marking previous one "done"?
Hi - I'm setting up a bunch of automations to create specific new activities once a user completes an activity. (example - once you send a LinkedIn invitation, the next step of sending an InMail 2 days later is auto created, general stuff like that). The problem is that PD automatically pops up a new blank activity as soon…
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…
Automations Needs an "Everyone" Filter Option
As an Admin, I need to be able to see all Automations that are built, and be able to sort and look at all the Automations in one place. I recently had another Admin reassign ownership of two Automations, and had to go digging to find them! There should be an "Everyone" option here: I see this closely related to this Idea:…
More formatting features in Settings
Hi @Janis Rozenblats, Another feedback for you! Could the following "Content" properties be also available in "Settings" properties? * Text colour * Line height * Letter spacing * Block options It would help with the workflow - the ability to set up the design properties globally in "Settings", and then if need be, amend…
Creating a filter for companies in Pipedrive
I would like to create a filter that shows only the companies that haven't won a deal in the last 3 months but have previously won at least one deal.
Implement Magic Link Auto-Login Feature Using Admin API
I would like the Pipedrive team to introduce the capability to generate magic links that allow users to auto-login to their accounts. Utilizing the existing admin API, this feature would enable administrators to securely create and distribute magic links, streamlining the login process for users. This would enhance user…
How to get Customer lifetime value (CLV)?
Hi guys, Is there any easy way to get the customer lifetime value on PipeDrive? I want to see how much each client is paying per year. I know PipeDrive has subscription revenue now but that's for recurring projects. We mostly do one-off projects and I wanted to calculate what's the average clients are paying every year.…
Ability to customize linked deal card on the email screen
when I'm emailing someone I can see if we have a linked deal or not. Currently that shows: Deal name Value Customer Name Pipeline stage I would love for this card to be customizable so that I could display other fields that are relevant to me.
Conditional/dependent fields and values
Hi, It would be great if Pipedrive allowed conditional/dependent fields and values. Is there a plan to develop such features? 1st e.g. There are two single-option fields and the available values in the second field would depend on the selection in the first field. 2nd e.g. There is a single-option field and if specific…
Automated daily reports (per email)
I would like to have an automated daily email report on activities and turnover related figures from my team, per team member in comparison and as a total.
Linking email to deals via "keyword" or "rules"
The automatic email linking in Pipedrive at the moment is a bit of hit and miss, it would be great to have a function within a deal to enable email linking rules. Our deals will generally have a "reference" number that is used throughout the communication, so it would be great if we can have a function to say that any…
Bulk link emails to deal
I would like to be able to link emails I have received or sent on which I create a deal at a later moment in bulk. Right now you can only that one by one and that is time consuming.
Webform only allows you to attach one file
Attaching just a file to Webforms is not enough in some cases, if it is not corrected I will cancel Leadbooster

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