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Recurring Revenue not Accounted for According to GAAP/ASC606/IFRS15
The new recurring revenue "feature" in Pipedrive must be able to report and export deals with the revenue recognized in the months that the revenue comes in. Without this, everything has to be calculated by hand in order to forecast revenue. There should be a similar toggle to swap between Deal Value and Weighted Value…
Notify if Subject line is empty
It would be very, extremely useful for a user to see a notification/popup/whatever if the subject line of the email is empty when pressing "Send". Google and Outlook have this, and this is very useful, because people oftentimes forget to type a subject line. I genuinely expected that this would be implemented in Pipedrive,…
Merged: Bulk labels in the Sales Inbox
This discussion has been merged.
Bulk add labels to multiple emails
I love the idea of the Tags (I uses these in Outlook) however it is impossible to do this individually with the amount of emails. Would love to do this in a bulk select.
Click to confirm receipt hyperlink
I recently came across a supplier who had a hyperlink within the email that said "click here to confirm receipt". The receiver clicks which then confirms with the sender that they received the specific email sent. This would be brilliant to add as an option with Pipedrive - esspecially useful for returning key documents…
DocSend-like link tracking features
An interesting idea that would be worth exploring is improved features for file sharing similar to DocSend. Our sales process would be more efficient if we could send PDF documents (like a cateloge or pitch deck) directly to leads via custom link that could track opens, analytics, downloading etc.
Adding Colour to Activities
I would love to see activities in Colour, Subscribers would have a choice of colour so activities can be easily recognised in your calendar and the list. I have Come from a CRM that has that feature, would be great if it could be done would make PIpedrive unbeatable
Merged: Trigger based on date field (i.e. automated birthday email)
This discussion has been merged.
More input restriction possibilities in custom fields
It would be very nice if a custom field had the option to determine what the input should be. For example, you can indicate that a maximum of X characters may be entered, or that only a number may be entered, or only text, or only tekst in caption.
Contacts Required Fields
Required fields need to have indicators visually or audibly so they get fixed as the are put into the database via website or import or however. It only does this when you add one person for example. You cannot save it until it is properly put in. There needs to be something like this for the rest of the database so that…
Streamline adding new contacts after meetings
Adding people from a meeting to an organization after a sales meeting seems like a fundamental and super common thing. It also seems like it would be relatively easy to automate this from the calendar view (add all participants as contacts and attach to an organization). Currently it seems like the only ways to do this are…
Visibility groups for FILES not working
I have created visibility groups where Organisations should be visible to the entire company and the the other Deal, Contacts, Leads and Products for their own group. When I go in to an Organization belonging to another Team, Activities is filtered out and are invisible. But Files are visible even if they are connected to…
Pipedrive + Sales Navigator - We are loosing the edge with Hubspot
Pipedrive is a great CRM for Sales with it +/- compare to Hubspot. I can deal with it in my situation. I'm using SURFE, which is great for importing directly + templates, notes, and enrichments. If we (Pipedrive users) want to sell more seamlessly, then we should be able to access Sales Navigator's insights directly in…
Customer Portal
Pipedrive we need this before is toooo late! https://app-eu1.hubspot.com/upgrade/25462105/customer-portals
Company Financial Year setting
Hi - it would be really useful if, in settings" I could tell pipedrive when my financial year started and finished (which is not the same as the calendar year. Is this possible or on the list to be done?
Best way to manage DUPLICATES???
Hey, Pipedrivers I would like some suggestions here and also discuss the way some of you manage DUPLICATES. We have a client that created lots of duplicates, to be more exact 700+ only in one category! Now comes the tricky part, Merging them 🤯! Doing one by one is really a pain, and PD should develop a simpler way to…
@Mention Alert from an Audio Note
Hello, Our team is new to Pipedrive and love the audio note feature within CRM contact records, as well as upon import using the Business Card Reader. It would be great if there could be a way to add a feature/function to Audio Notes that allows you to Tag (@Mention) a person to share the audio note with, and alert that…
Use AI to create leads from emails
This discussion was created from comments split from: AI + Automation opportunities .
Selecting Activities as Private
When creating activities would like to be able to select whether they are Private or Public. Please can you add this to your product maintenance.
Feature Request | Pinned Notes Shouldn't Be Collapsed
Hello there, I believe there is an opportunity to improve 'pinned' notes within the Focus area of a deal. Clearly users Pin notes because they are important. Meaning it should be readily visible in full when someone opens a deal. However, notes are automatically collapsed. Users can only see the first line until they…
Merged: Issue with Outlook Calendar & UTC Syncing
This discussion has been merged.
Bulk linking 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.
Feature Request: Manual adjust "time in stage"
Occasionally when adding new (or older) deals, changing deal stages or moving stages between pipelines (and deleting old pipeline), time in stage is either not represented accurately, or can be missing completely. This of course affects accuracy of data and reporting. I think its important to be able to adjust the "time in…
Sort Variations alphabetically, or allow us to reord or search them in Add Products to a Deal view
Hi Product team, My company does a lot of bespoke quoting, and we have a very long list of variations per product. When I created them in Pipedrive, I made sure to add them alphabetically. However, since they are sorted by creation date, if I need to add a new Variation that starts with "c," it will end up after "z." They…
Merged: Automation based of last deal creation date
This discussion has been merged.
Hourly sales activity report missing
Currently I am doing this in excel and downloading data every day. It is showing me when a sales rep has added or updated an activity. This way I can see if they are active or not, hourly. It would be great to have this insight in pipedrive done automatically. It is a report showing Activities activity split by hour…
PD email client - "Reply to" not working
Hi, if I get an email, which has "reaply to" header filled with a different address then the actual sender, it does not work in Pipedrive. Please, do fix this, as it is quite useful for example when receiving emails from contact form on a web. Regards,
Email Sync with Deal Participants?
This topic has been in discussions over the years and I am interested if there are future plans for enabling emails to automatically link with all Deal participants? As of now, if you are sending an email from your provider (Gmail for example) to anyone but the main contact of a deal, the message will not be linked to that…
Retirar informações de campos de múltipla escolha com automatização
A automatização atualmente só te da opção de acrescentar uma informação no campo de múltipla escolha. Deveria ter uma opção para retirar uma informação do campo de múltipla escolha. A única forma atualmente é criar todas as combinações possíveis de resultados para que uma determinada condição tenha uma combinação…
Ability to send automated report (export to rest of team according to schedule)
Please can you set up the ability to export reports (i.e. Global Dashboard) according to a schedule to the rest of your team. Triple Whale does a good job of this. You choose the report, schedule/time, and recipients. You can then choose format. At the moment, I have to download the report as a pdf and send to the team…

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