Submitted

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…
Product images in export / api
Hi, I am trying to get an export of all product with their images (urls). I have tried export all product catalog and using the api to fetch all product but seems like product images are ommitted in general. How can I export / fetch all product data inlcuding product images?
Webform Default values
Can we have the ability to set the default value in a drop down field on a webform? Also be good if we could set a default value and then hide the field so the user can't change it (this can be done on Smartsheet forms). Currently I am using the title prefix function on the webform and then using an automation to populate…
Required fields-must be filled in to save
Hey I'm hoping this could happen- for required fields in any record (contact, deal, organization, etc) it would be great to not allow the record to be saved any time it is accessed, not just when it is created. We have a lot of contacts that are uploaded with an import, and then we access them later. We need users to fill…
Project Progress Circle
For the projects pipeline, instead of having colored circles indicating project health/status' it would be nice if there was a percentage metric based on tasks completed. This could also then be pulled into the dashboard project reporting. It would be helpful if anyone could open the projects pipeline and have the…
Task Filters / Group By's - Project Software
Within the task list in the project management software, the only options are to filter by user or filter by task status. It would be beneficial if there were further filters or grouping features to allow for better reporting. For example: Group or filter by project Group or filter by date created Alongside this, I do…
Fix Horizontal Scrollbar in Firefox
Mozilla Firefox is my browser of choice and the horizontal scroll bar is very challenging to use especially in large tables like People. The scroll bar is about 3px high which makes in almost impossible to select. The scroll bar in Chrome is fine but it would be great to use my preferred browser.
Sales Calendar based on availability
It would be great to introduce a sales calendar system, or have the option to set up a calendar where you can select a sales colleague based on their availability. Additionally, it would be helpful to have a feature where you can overlay the calendars of Colleague A and Colleague B, showing only the times when both are…
Merged: Field Dependency
This discussion has been merged.
Subscription Plans per user
Hi, We have different levels of users requiring different levels of access / functionality within the system. Does Pipedrive plan to enhance their subscription model, to allow for price plans to be set on a user level, rather than system level. For example most users in our organisation are fine on the Essential Plan,…
Customization of double-opt-in emails
We would like to be able to customize double-opt-in emails according to our branding (wording and visuals). Suggested work around initially would be to have a double-opt-in link that could be added to a campaign.
Merged: Styled DOI mail
This discussion has been merged.
Automate updating consent status to "subscribed"
I need to automate updating the consent status of new contacts to "subscribed" so my email campaigns can trigger. Currently, I do this manually. Is there a way to automate this within Pipedrive ? Any tips are welcome!
How to include Deal Participants in People Filters Results
I'm trying to create a person filter for all those associated to deals with a particular label. I want both the deal's person and any participants to be included. However it seems that only the deal's person is selected and other participants are excluded. Is there a particular filter or way to do this?
Connect many deals to a single product
I am trying to upload a spreadsheet with customers who have purchased my products. I want to be able to see everyone who has purchased a specific product, within that product. Please can you advise how I can automate this? Thanks in advance
Descending (or ascending) sorting on various fields within the Campaigns overview
Hi! I was wondering if it is on the roadmap of Pipedrive to enhance the campaigns overview screen. We have many campaigns and are building more. Now the only filter within the overview is to filter on Active, Draft, etc. (the states). Specifically, I am looking for the ability to apply descending (or ascending) sorting on…
Navigation button to go to next deal in pipeline from previous deal?
Hi it would be great to have a navigation arrow in a deal to go to the next deal in the pipeline instead of having to go back to the pipeline and click on the next deal.
Link Input into Email Composer
Since many sales professionals utilize different links to promote/track/share information, it would be helpful to have a drop down menu relating to "Links". Similar to that of Meeting Scheduler, Templates, Insert Field options. When you copy & paste links into emails, it populates like an image and doesn't format well. The…
Bug: Number of custom field values instead of text when using an automation to change the deal title
Many companies are using an automation to standartise the deal title. In some cases it is usefull to add specific values from a custom field. This works well as long as you do not add a new value to this field. In this case, the automation is not able anymore to use the text but it will show the number of the field value.…
Send Automation Email Template to # of Deal Participants vs only Primary Deal Person
Hi Team, Currently the Automation to send out an Email Template only let's us select 1 "Deal Contact Person". Please allow us to automate sending out the email to certain number of Deal Participants. Perhaps I only need the first 2 or 3 Deal Participants to be copied in that automation each time. I recognize sometimes…
Insights para resumo
Olá, preciso gerar um relatório da média de vendas. Os dados aparecem em Resumo mas não tenho opção de gerar gráfico. Poderiam rever? Muito obrigada
Pipedrive Contact Us Form - linking to Google Analytics
Hi guys, I am so frustrated and confused as to why Pipedrive doesn't connect to Google Analytics via the Contact Us Form feature. This is extremely important when it comes to tracking where traffic is coming from and knowing is marketing campaigns are working. I have now had to fork out £120 a month to use an alternative…
Danish Language support
Hi I would love to see Pipedrive in more languages the the current few available. I constantly have to change links to the scheduler from EN to DK which is pretty annoying. Also when using the Smart doc feature with ie. products I have to change almost all text in the document to danish.
Archiving sync with Office 365
Finally, also archiving is now synced in Office 365. However when archiving the archived email is placed in a "random" folder in my Office 365 archive. No idea why that folder is selected. When I rename that folder the new archived mail is saved in another folder. Does anybody has the same issue and a solution for it.
Add individual products and values to the Deal via automations
I currently am looking for a way to automate adding products and values to the Deal summary section. We sell multiple products to a client over a period of time so I would look to automate new products and values to be added at relevant points throughout the Deal lifecycle.
Template feature for follow ups
I have a request for the email templates. At this moment i send once per month a client per mail an overview of his "Open deals". Our clients can have several open deals, that i want to follow up by mail. To do this i go to the client, contact person en export the Open deals on that contact. I edit the Excel en copy paste…
List of recent or favorite email addresses
Is there any way to make the pipe drive email feature more useful? Is some way of linking it to a more professional web-based email platform? One of my biggest gripes with the Pipedrive implementation is the fact that you don't have favorites when it comes to the addresses of people that you want to send an email to. I…
Lost Reasons Should Stand Out More
Lost Reasons should stand out more in the History section of a Deal. The Note background should be a different color, or the font bolded, or something better! Also, it does not seem like all of the information is being recorded. The Lost Reason from the dropdown selections for this Deal was "Cascade decided not to pursue"…
Deals that got converted from Leads need a filterable designation
We need a better way to pull a list of Deals and filter by whether or not they were converted over from a Lead. Could this be a system field we could pull into a column in List view? We have a workaround (custom field populated by an Automation on new Leads) but this could still be helpful for others!

Submitted

Discussion List