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Campaigns: Receiving auto-replies and bounce notifications to the reply-to email
I was told Pipedrive made the decision earlier this year to stop generating auto-replies and bounce notifications for campaigns to the reply-to email. This is a critical part of maintaining the integrity of our CRM, and our old email marketing platform Mailchimp was providing this. Please bring this back.
Attach Zoom Meeting Cloud Link To Deal
FEATURE REQUEST Our sales process heavily relies on Zoom Meetings, Pipedrive's Zoom meeting integration is great, but would be brilliant if it imported the Zoom Cloud Based URL for the meeting once it was completed. We have multiple advisors connect with our clients at various stage through the sales buying cycle, having…
Make the product section in the Pipedrive deal a required field.
At the company I work for, I am responsible for using Pipedrive and the data the sales team put into the system. Now I often have the same problem that our sales team does not fill in the ‘products’ piece in the deal. This part is very important for our company to see what products are in the ‘pipeline’ and, of course, to…
Settings to change the Document expiration date
60 days is sometimes not long enough for my clients workflow (using for Travel Waivers, not sales contracts) I would like to see a global setting for doc where you can specify the duration prior to doc expiration and/or turn of expiration.
Deal Labels -- Change order of appearance
Hi. We are making much more active use of deal labels, which involves changing and reorganizing labels in addition to just assigning them. The fact that the labels drop down list always shows them in chronological order leads to lots of scrolling and means that the labels that are most likely to be (almost) obsolete appear…
Product datafields
Hi everyone. We are facing a problem with product datafields periodically. Why can't they be seen in deals? Thanks
Boolean: True / False Fields
I'm 100% sure I have to be missing how to create a true/false field besides a dropdown field that contains true and false values only. Can someone please tell me how to create a boolean true/false field? Thank you!
Notifications - Close button
Hello, it'd be a nice have being able to close the notifications that pop-up in the bottom right corner when any update is performed wherever.
Address Field NEEDS Zip Code!
I've been using PIpedrive for 10+ years, and the address validation that occurs during entry is great -- except it doesn't display the zipcode unless you start to type it. The funny thing is the Zip Code is decoded and stored the the deals table custom field, available via the API. I need it to display in the field for…
Email: Reply on top / Send button always visible / Cmd+Enter to send / Move tools above typing pane
First of all, I love PD and have been using it for more than 5 years. Yet, there's a few things that have always driven me nuts. Here's a few of them pertaining to emails. Whenever I want to reply to an email, the reply pane ends up at the very bottom of the screen, below the messages. The send button often ends up out of…
Can we CC on Group Emails
Is there a way we can CC specific additional personnel on Group Emails in Pipedrive
Edit data fields in leads table views (like you can for deals/contacts/orgs)
Currently, when you want to edit data fields for leads you have to click into the lead before you can edit the field. In the deals view (and also contacts and orgs views) you can edit the deal data fields from the table, not having to click into each deal. This is much faster and more efficient for editing deals quickly.…
Monthly and Yearly Calendar
I was surprised to find that Pipedrive doesn’t offer a monthly or yearly calendar view, which is a common feature in most CRM software. Even more surprising is the lack of flexibility in choosing custom date ranges, like 3-day, 5-day, or 7-day views. This limitation makes it difficult to manage events efficiently, as I…
Better Contact Timeline
Hello, I love the Contact Timeline feature because it helps put things in perspective. Currently the contact timeline only shows future events if the 12-month option is selected, and even then, it only includes events from the same year. It would be very helpful if, along with past events, we could also see future planned…
More Email Filters
It would be incredibly useful to have enhanced email filtering options. A few suggestions include: Adding a filter to search for emails from specific dates. Offering a filter to search by subject only, without including the email body (and viceversa) Introducing a filter to find emails associated with specific projects.…
Wait for condition - Time increase
In our process we use wait for conditions so our process can work to suit our business needs. We have an issue with the time limits on these as 5 working days sometimes isn't long enough and our automations stop working. If these time limits can be increased longer than 5 days that would be amazing! Thanks.
Duplicate email templates
I'd love to be able to duplicate email templates. Often I have a number of templates which are very similar but worded a bit differently for different purposes / lead types etc. Currently I have to copy and paste the whole thing into a new one... to be able to quickly duplicate a template would be amazing.
People: customizable pop-up
Hi, it would be great if the pop-up showning people's data could be customizable/configurable. In addition to the data shown below, I would like to display the "job title": This would allow me to have immediately a vision of whom to call first. Eg if I want to call the HR director. Presently, this data is not displayed on…
Thank you page after scheduling an appointment
Hi If a prospect schedules an appointment with the scheduler, I want to redirect him to a thank you page on my website. Calendly is doing it perfectly, and I am missing this feature in Pipedrive. Can you please add this redirection possibility? Thank you Dieter
Hiding Deal value
Hi everyone, I wanted to know if there was a way I could hide financial info (i.e deal value etc) without restricting too many permissions for my other team members. I'd like to keep the value numbers just for upper management, but would still like to allow users to edit other deal information. Is there a tool I can use or…
Search via a URL with query string
I find myself having to search PipeDrive for company names from information in other systems. The Smart Search is great and usually gets me what I need, but I can only seem to be able to do this via the search input box directly in the PipeDrive UI. It would be very helpful to be able to launch a tab to PipeDrive from…
Make deal card customization universal for all users
We LOVE the new deal card customization. It would be great if there were an Admin option to configure the deal card to be the same for all users (versus each user setting it up themselves). We use the pipeline stage view to run a daily scrum with all our users logged in remotely so it would be better if we are all looking…
Search for deals in deal view
In pipedrive, we do not have the option of using a Deal search within the deal view. In CSM, we have assigned several deals to a customer, which is why it is very helpful to display all associated deals by entering the customer’s name. The only option we have for this is to create a filter. Otherwise, you can currently…
Sort activities by date and hour
Hi, When i have a prospect, an organization or a deal, i cannot sort activities by date and hour. I would like to define it by default. For example, if i have, i have 4 activities in the same day. I would prefer to have this display: Today 3 PM activity call Today 1 PM activity visio Today 10 AM activity call Yesterday…
Send and receive Microsoft Teams messages from Pipedrive
Me and my clients do have conversations with their customers through Microsoft Teams and new opportunities/deals come up in these conversations. To save the hustle of importing the whole conversation and details into Pipedrive manually, sending and receiving messages from private and group channels in Pipedrive or seeing…
Add "Date Entering Stage" to Insights
Please add the ability to use "date entering stage" in insights. This functionality is possible in the deals filters, but it's not available in any of the insights. We are a service based business and have many deals created for follow up or quoting purposes etc that may take an extended amount of time to move forward, or…
New Products feature: churned label
For the new products features where you can apply subscriptions etc. It would be good to have some sort of labelling system or an indication to a "churned" customer. So the deal is still marked as won because the customer did pay for products, but now they no longer need the product so the subscription ends. Marking the…
Need inventory management for products.
For example, we have 10 printers in stock. 2 printers are added to a deal. The stock should go down to 8 and sales team should know about it. This is a must have feature for quantity based product selling.
Product reporting
Hi all, I was wondering if there are any possibilities to have a more detailed product reporting. I have a lot of deals which contains several products / variations and would love to have the opportunity to breakdown the total deal values into orderlines (quantities, value, number of products). If not available in…
Product relation on recurring revenue definition in deals
Hi, when adding a recurring revenue within a deal, it would be really helpful to be able to select a product and not just type every time a description. We sell services with recurring revenue. We store prices for the fee on the product master. We maintain the recurring revenue on the deal. Thx Susanne

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