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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…
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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.
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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…
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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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Add Multiple contacts to Existing Projects
Hello Pipedrivers / Hello Pipedrive Experts, My team and I would like to see a feature added on Projects where actually you can add a person by typing his “name”, but it would be fantastic if we could either add a filter of the operation we want or even have a list through checkboxes to be ticked. Thanking you
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Sender First Name in Email Templates
It would be great to be able to set up email templates with just the User First Name as a field. The full name option can look too formal at times.
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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!
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Automated "Last Updated" on Profiles/Orgs/Deals
Interested in the possibility of adding a field in the top bar of profiles (Organization, Person, Deals, etc.) of when something was updated (date and time), and by who. I currently set up an automation that will update the dates when a field is updated, but that is hidden in the side-nav as I can't force it into the…
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Exporting email tracking data to view number of email views and link clicks
I'm trying to export information for group emails. I can view the email tracking info on notifications, however, I would like to be able to export the info to include the contact details alongside the number of email views and link clicks. I don't seem to be able to find a way to do this. Does anyone know an answer to this…
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History filters on Person, Company and Deal level for activities
It would be great if the activities under history could be filtered by the type of activities e.g. meetings, emails or calls. As of now all activities are listed in a chronological order but it would be very helpful if I could select a certain type of activities.
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Notifications pop-up inconveniently on top of save button
Hello! When I'm editing products of a deal or a note in Pipedrive, the save button of that editing window is located in the right bottom corner - exactly where notifications pop up if you have them on. This results in misclicks - you are about to click save, but notification pops up in the last second taking you to…
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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…
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Filtering Email Campaigns in Pipedrive CRM
Hi everyone, I'm reaching out to see if anyone has any tips for filtering email campaigns in Pipedrive CRM. I send email campaigns for each of our sales reps, and these are broken down into sales regions and sub-areas. This means that my email campaigns list is very long and can be difficult to navigate. A filter function…
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Average for numerical Custom Fields
I am trying to make a report on the average for a numerical custom field so I can look at the average of that field over a specific time period. This should be an easy feature to add and im shocked Pipedrive can't do this, and surprised this hasn't been requested by other users.
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List all participants to a deal
Currently, each deal has a primary person and bunch of participants. We're trying to generate a list of all participants to a filtered list of deals - the use case is to output a list of names and email addresses that we can load into Hubspot or MixMax to run a campaign. Searching on the Deal page only gives info on the…
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Show number of uploaded Files
In Pipedrive History you can see the number of Notes, Activities and Email that are connected to a Deal or Person. But when you upload Files there is no counter. The idea is to introduce a counter also for number of uploaded Files.
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Conditional sections in Smart Docs
Make sections in Smart docs dependant on custom fields or specific products in Pipedrive. This can highly automate quote/contract creation tailored to the deal, customer or what products you are quoting. ie. I have a deal that contains both an implementation and licenses in products = Show section for implementation + show…
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Threading/link email to specific DEAL
Dear Pipedrivers, I guess we all are big fans of linked emails to our deals BUT I for example have couple clients with who we work on dozens of jobs over the year. If I link the new emails related to a new deal to that new deal all my communications disappear from the previous deal!!! This is far from ideal. My suggestions…
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Everything Pipedrive Documents is missing to be a serious proposal / contract esignature tool
I've been using Pipedrive Documents for a few months. It feels like this product is a v1 that was a bit overengineered in dimensions that don't really matter and is missing a few key things and usability in dimensions that matter a great deal. I'm going to focus on the latter, and list my requests in descending order of…
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Activity Filters need Done Activities
We need to be able to quickly sort to done Activities on the Activities tab. It is very common that we open the Activity tab, select a User from the dropdown, and then want to see their Done activities. It is burdensome to have to create a filter of done activities for each User! (and that filter doesn't seem to show…
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Allow choosing the number columns in Goals report
Regular reports have the option to choose the number of columns you wish to display. However, Goals report is not like that. It does not allow to select the number columns (it still allows to select colours as in other reports). I need this to fit all columns in a single graph rather than cycling through pages.
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Add OR Filtering Logic to Insights
I'd love to use the Revenue Forecast report to do what-if analysis in Pipedrive, but this is not possible with the current filtering capabilities. For example, the default filter criteria on this report includes all Won and Open deals in the current forecast period. I'd like to be able to add filter criteria to only…
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Campaigns and Workflow Automation - Branching Workflows
Hello! Active user of Campaigns and am looking to increase functionality and our marketing capabilities using standard functionality that other options have available. My issue is that Campaigns is severely lacking when it comes to compatibility with Workflow Automations, specifically when looking at branching automations…
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Select Person and Organisation owner in Deal Quick Add
My company operates separate Sales and Support teams. A typical scenario is that Sales will win a new enquiry from a new customer, and send the details over to Support to create a new deal, organisation and person. Currently the Support user is assigned as the owner of all these records by default, having to then change…
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Campaign API to generate temaplates
I am missing extended possibilities to control the campaigns via API. The most important point for me would be to create a template via API and start the campaign. Use case: I publish blog posts on my homepage. I can retrieve these via a feed. Whenever a new article appears, I would like to send it to a fixed mailing list…
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Enable IP exclusions for email open tracking
I've noticed that if I send an email from Pipedrive and then open it in my sent items in Gmail, an open is tracked. It would be good if I could provide my IP address to exclude my opens from the reports.
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Voice notes in Web/ Desktop version
We really enjoy the Pipedrive app feature to record voice notes and transcript them. This feature would be even greater, if we could also use it in the Webversion. Meaning on the one hand to record voice notes as well from the laptop and secondly to be able to play the voice note as well inside Pipedrive. As of now the…
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Campaign Overview - Lock "Performance Over Time"
When looking at the campaign overview (by clicking on the campaign name of a sent campaign), the "Performance over time" chart appears to only show data over a rolling 7-day period. While this would make some sense if this were an automated campaign, for standard campaigns it means the report quickly goes blank and stays…
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Product/Revenue Tracking
I am wondering if anyone who uses commission percentages to track deal revenues can tell me how they set up their products and track revenues? It seems cumbersome to figure out how to determine revenue on a piece of business. You can only choose (or at least I only know how to choose) Price, Quantity, Tax%. Could we look…
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Notes on the insights feature.
I have a suggestion that I believe could greatly enhance our workflow. Currently, in the Insights feature, there's no option to display notes related to a deal. It would be incredibly helpful if we could view these notes directly from the overview, rather than having to go into each deal individually. Having this option…