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Connect an activity to multiple deals and Connect an email to multiple deals
We need urgent development assistance from you! Pretty often, we have multiple deals with a company. Negotiation runs typically with the same person or team, so we discuss multiple deals parallelly, both via phone calls, meetings, and also emails. It is an unnecessary and huge administrative struggle to create and copy the…
Feature Request: more data in campaign reports
I'd really like to see more data in the campaign reports, or customisable columns here. For example, I'd like to be able to see the Contact Owner here so I can email my sales team with their customers that have unsubscribed so they can take further action.
Support Chat
For some time now the way you open a new support chat has been tricky...most of the time I press the button to pull up the side panel, I then click chat to support and no pop up box opens. I have told support about this before, they did tests etc but its not been fixed
New Summary feature!
This new feature went live a few days ago, and I thought I had lost my contact email addresses but they simply moved to the summary page! which I feel is NOT required, so anyone else feel the same way? In my mind, there was nothing wrong with the details page, and now the UX is poorer for it. The text of the summary and…
Marking leads as lost or not relevant
Hi, How are users of the Leads functionality processing leads? What are options to note the quality of leads or to categorize them? Right now, the only option is to either convert a lead to become a deal, or to archive the lead. Will there be options to add a reason for archiving, or add statuses for leads as well?…
Document Automation
Could Pipedrive add document creation to the workflow automation options? Then when a deal reaches a certain stage, documents could be automatically created using a template; this would save the time it takes to generate them. Based on deal values the template used could vary, taking the human errors out and preventing the…
Outlook Plug-In
I don't understand this and I know it has been discussed before a few times but most/all comparable CRMs as Freshworks, Zoho, Sugar CRM, Hubspot, etc. have a plug-ins to Outlook and so many companies work with Outlook (and need to work with Outlook sometimes). We worked with Freshsales/Freshworks for quite a while and this…
Smart Docs esignature emails get sent from a pipedrive email account? Why?
Our customers reply to proposals via a reply email all the time. Why is this email coming from Pipedrive so customers can't reply? Customers often won't go into the proposal and use the response tools inside - we have a lot of Mum & Dad users - so their reply is critical and often contains vital info for our reps prior to…
Webform Fields - Names, Phone Number, and Note Pinning
We're using the webform feature and are running into some limitations. Name field - I am having issues with people not filling out their full name in the name field. Can we split the name field into first name and last name? I've seen posts about making custom field for last name but I'd like the two to be tied together in…
Geração de números de proposta
Poderia ter uma função (formula ou outro) para geração sequenciais ou aleatórias de proposta e/ou contrato, principalmente para aqueles usuários que utilizam o Smartdocs
View Leads as Kanban Board
I'm currently evaluating Pipedrive, and one feature I miss is the ability to view Leads as a Kanban board as you do with Deals. For example, I could use tags, where tags are effectively set as the current "stage" of the lead: "Not Contacted", "Reached Out", "Meeting Scheduled", etc. Thanks!
Need for an internal Chat for the company as part of Pipedrive basic features !
Hello there ! I hope you are taking care of your health ! I wish sometimes in the near future you will develop an internal Chat in Pipedrive so employees can communicate between them about the deals. That would be fantastic. Imagine being able inside a deal that is followed by several people of the company to post a…
"Are you sure?" Pop up box after clicking on Won.
At our company when a deal is won we have an automation that notifies several executives about the won deal and many times unfortunately a deal is accidently won. Because of the automation they see they won the deal and are able to re-open it; however, it would be nice to have that option to keep this from happening in the…
firefox over chrome - I want do decide
Hi development+support team, hi Dominic Allon, In the last few weeks, I've been having problems with the organization popup [See all deals], which slows down Firefox at the end and I have to cancel and reload the page (popup). When I asked the official Pipedrive support team, they advised me to use Chrome or Edge instead.…
Deals in Pipeline View - Email Visual
I think a really cool & helpful feature would be to show an icon on a Deal "card" in the Pipeline view, would to show an icon on the card if you have not yet responded to an email. I'm sure that's super complex, but would be a cool "quick view" who do I need to get back to right in your face concept. without having to…
Please put the 'does not contain' filter back.
Hi there, I noticed that the 'does not contain' filter option is gone in Pipedrive. That is such a shame, we use it so much in our filtering of the CRM. For example, as in the image below. We'd like to filter out all people in this area, but not the 'data' people. How do I do that without using the 'does not contain'…
Reporting on Payment Schedule
Dear PD, As a sales manager, I would like to see a further developed 'Revenue' / 'Payment Schedule', plus reporting. Suggestion for Payment schedule: * Copy the Total amount from the Deal Value (instead of manually filling it in) * Give the option to add % of the total amount per milestone (instead of now manually adding…
Removing Bounced Emails
Is there any way to ensure that emails that bounce/are faulty are removed from cadences?
Custom Objects
Any thoughts on adding custom Objects to Pipedrive, somewhere along what you can do in SFDC?
Bulk update needs the option to add to existing not just override.
The bulk update feature causes me issues because I can't add to existing, I can only over ride the existing. This is an issue for tagging additional information to a field that already has some values assigned.
Add hyperlink field to the organisation details section
It would be really useful to be able to add a field to the organisation details tab that expects a hyperlink. Ideally, it would allow a URL of any length, have the option to add a url name (what appears in the details section) and that URL name is clickable, opening the address in a new tab. This would allow pipedrive…
Email opens and clicks visibility to all team members
We've been working on a complex Pipeline process that includes email automation and we've noticed that the email tracking events are only visible to the actual sender of the email. Other team members can see the email in a deal's history but cannot see whether the email was opened or clicked. This is unfortunate as we all…
Filter by number of leads/deals per company
I add new leads/deals on a monthly basis. In some cases, I'm already working leads/deals for these companies, and it would be redundant (and horribly clumsy) to start a similar outreach process for the same prospect while another is in progress. From a sales perspective, the message would be change, too: It's one thing if…
Marking activities as "Missed" or "Incomplete"
Some activities are time sensitive and can only be completed by a specific due date. If those activities aren't done on time then you can't "Mark them complete" but since you can't complete them they'll currently just linger on your "to-do" forever. It would be helpful to be able to mark an activity as "Missed" so we don't…
Reports across Multiple Pipelines
Hello, I currently have a sales process for a B2B SaaS and we recently shifted from 1 big pipeline to 3 shorter ones. Here were our stages * Lead-in (We can't use Leadinbox because you can't filter by address) * Cold * Warm * Reschedule Demo * Demo Set * Set Trial * Onboarding * Monitor * Ready for Close We used to have…
Project Task Dates Linked to Previous Task (Dependencies)
The project feature is amazing BUT I really need a way to link one task's due date to a previous task in the project. Ideally I would like to be able to set this up in templates so that I make sure dates will automatically be updated if a project is delayed in the pipeline.
Admins Should be able to make Filters Shared
We are at a standstill on an important email campaign because a highly-curated filtered list of People was marked as private by a user, and now this user is on leave and we are unable to access their filtered list! Admins should be able to see (and edit) all filters! And in Campaigns, the name of that filter is not visible…
Web Forms: Conditional Logic
Hello, I like the web forms. I just started integrating it into my website. I LOVE that I can actually change and hide the labels in the multi-choice inputs. But it would be great if it had some conditional and submission logic options. Prompting my leads based on their replies right on the website, as opposed to emails,…
Admin Log in as User Feature
I thought I would find this discussion already started, but did not, so forgive me if this has already been started. As an Admin, I would greatly appreciate the ability to log into Pipedrive as any specific user and see how that user see Pipedrive based on their visibility settings and permission sets. It would also be…
Pipedrive calculating total value, total cost, neat margin of a deal in the "add product" input wind
Whenever we win a deal we are interested in the total value of it and we do this by adding the products to the deal. At the same time we need to keep track of the cost of those products for us, so we can calculate our neat margin on the deal. We'd love to be able to not only add the "cost" field to products, which of…

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