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Function: printing labels
Buenos días, El año pasado y el anterior pregunté si podemos tener esta función en Pipedrive. Por aquel entonces, me contestaron que no existía de momento esa función. Les escribo de nuevo por si la hubieran implementado este año, ya que para nosotros sería una herramienta o función muy necesaria para nuestro trabajo.…
How do you color code different activities/events in the calendar?
How do you color code different activities/events in the calendar?
"Expected close date" missing in email templates
Hi, I've just found that "Expected close date" is not available as the 'insertable fields' in email templates. Is this a bug or I'm missing something? Thanks
Product table to Documents
I am facing an issue, where I use product table to generate offer for customers. Under the product table system is subtotaling rows, but I think it is doing it not as expected. One Time fees Subtotals are correct But period or recurring subtotals is just gives the same list as in table just without product. In my opinion…
Lack of Goal Customizations - as of July 2024
In general, creating goal reports is very restrictive but I just want to focus on one point due to urgency: We are trying to create a weekly goal based on number of calls. This goes well until we need to go back and record a call made last week that we forgot to record or didn't have time to record. However, if we record…
Email deal participants
I know this has been recommended before. It would be really useful to be able to email the main contact and deal the participants with 1 click and with automation work flows. The deal participants are there because they need to be kept in touch with the deal. It's a sales necessity. Thanks
Toggle for HTML or Plain Text format on notes against deals. Or allow export for notes in HTML.
Pipedrive default is to have notes entered in HTML format. This allows for dot-points, weblinks, mailto links etc and is beneficial for some situations. In our situation it does not serve us, as when we export a report on activities for the team's reference, the formatting/links scramble and can make the entry unreadable.…
Global Setup - Contacts
Every organisation will need to setup their CRM in their own way, collecting the contact data they need. That is a pointless feature if every users account needs to be setup individually from scratch. The Deals page can be controlled globally with setup, why can't the Contacts view? Having set up the data I wanted entered…
No limit on days for date trigger automation
Hello! Our users get certified every two years. This means I would love an email to go out two years after their last training session offering the opportunity to come back for a renewal session. Unfortunately I'm limited in how many days I can ask for. Could this be set to a max of 999 for example (instead of 180)?
Feature requests for Campaigns
I'm in the trial of campaigns and noticed serveral things: * There's no option for new contacts to subscribe themselves to our newsletter. E.g. a way to collect information of a new subsriber that I can put on our website. * That request mails for double opt-in are only available in English. When will the localized version…
Formatting for Pipeline Title View?
Hi Team- I know this may or may not be a possibility, but I thought it would be helpful to pass on to your developers for consideration. I have many stages in my pipeline that Im developing, and I have 4-5 words describing each to help me keep track. But with so many stages on one screen, the titles are cramped and…
Projects task custom fields
The project tasks really need custom fields to be more valuable. As an example I often work with contacts outside my own firm and would assign tasks to them. Even if it is not a full blown PM system with the intent to have outside users interact with it, I still need to assign tasks to external users. A "People" field…
Would You like an activity to be able to attach a file/document?
Would You like an activity to be able to attach a file/document?
Insights : Product Sales Reporting by Custom Field
Hi, Currently, there is no elegant way to report on the sales value of a 'type' of product being sold, via Insights. It's possible to build a report filtered by specific list of products, and it's possible to show the value of those products in a pie graph, but you can only select the Product field - you cannot select…
Allow creation of SEND FROM as email addresses using SMTP
The option to add email addressess that can be used as a "SEND FROM" email address by any users or defined by user group. These could be configured with a SMTP server (for instance we use Postmark). If we wanted an email to be sent as sales@ or team@ for instance and anyone can send using that email address. Also allow to…
Phone number validation
We have partners whose sales teams are inputting digits other than just numbers into phone number fields. This not only effects data quality but it prevents VOIP phones from calling the number. It would seem sensible to add some verification to the phone number field that it is, in fact a phone number. As a starter we…
Adding an automatic follow-up reminder if a contact has not responded to your email
During the course of my sales efforts, I send a lot of emails that go unanswered and require me to go back to that lead/contact and remind them that I need a response. Right now, the workflow for this problem inside of Pipedrive is pretty miserable since I send an email (inside of Pipedrive) and then i have to manually…
Ability to change person associated for a call log
In the person's page, call logs are automatically entered because of our phone integration. However, there seems to be no way to modify to whom the call is associated with. If an organisation has multiple people, that all call you from the company's main phone number, the call logs get associated to anyone of the people,…
Enable Related Organisations Field throughout Pipedrive
I already posted this as a comment to another suggestion but just to be sure it gets noticed :-) It would be really great if the field Related Organisations is made available in other parts of Pipedrive. Currently you only have access to this information on the Organisation Detail Page and not having it on the Organsiation…
Creates notes via workflow automation
Hello there, I use workflow automation to help my sales team and it could be interesting to manage "notes" with Automation and to pin them if we want to.
Workflow Automation - Add a note to record
Currently there is no way for workflow automation to add a note to the record. Since activity notes are not searchable, I had hoped to create a workflow that adds the activity notes to the contact record making it easy to search. It seems this ability to automatically add a note would have other uses also. This is loosely…
Add Notes for Workflow Automation
Would be great to be able to create new notes via the workflow automation :)
JustCall SMS Automations
Hello, Our community uses JustCall to reach out to prospects and we have been looking for a way to set up automations as we have a high lead count and not enough time to reach out to every prospect. I have seen other CRMs such as Active Campaign integrating their automations with JustCall, but unfortunately Pipedrive does…
Email Labels in Timeline and related Improvements
Not so long ago, labelling was added to Emails. For example, you can add the label "offer." However, these only shows in the email box, not on the deal or contact level, which means you do not see it unless you created it. Also, you cannot just scan down a deal and quickly see this label. --- In addition to the above, I…
TimeLine feature for Projects.
Pipedrive CRM user for Sales Tracking but New to the Community. I'm familiar w Gantt charts, not Kanban. Is there an easy and inexpensive workaround...Make)? If not, I will try hard to like it and avoid the temptation to use Notion for free. Thanks in advance for yr comments.
When Bulk Importing New People, option to SKIP existing entries
Currently when we attempt to bulk import, Pipedrive gives the option to Merge or Create a duplicate entry if the person already exists in the system. I would like the option to simply SKIP importing the person if they already exist. Pretty please? Thank you!
Bulk Edit Multi Option Field
Is it not possible to bulk add an existing value to a multi value field? Seems odd that wouldn't be possible.
Product group / Sub-product group - a new feature for items that include different items.
Our company mainly deals with providing individual solutions that consist of various products, sometimes we have 100 different items in one document. For a customer it is a macabre! Would it be possible to add an option to create product/product subgroups with their components? Below a quick mockup:
Email template - Default list order
Email templates are cool. Creating a new template is easy. Moving a new template to the top of the template list lets me apply more quickly to the type of work I'm focused on at the time. Seems to me like that would be a common scenario. Saving new templates to the top of the list by default so that one doesn't have to…
Single option field UI
Hi, could you fix the UI for single option field when you have three options. I'm using Chrome on Mac.

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