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Attach Product's attachments to smart doc
The product’s attachment should be capable of being added as attachments in a smart document. For example: I have products, each with a file named “datasheet.” I would like to create an offer and automatically attach the datasheets of the offered products to the document.
Insights on Messages/Emails related to deals only
Hi, so I want to evaluate opening & click rates for emails that are sent to deals only and per stage. This would be an important feature to understand the success of the funnel and where to test/improve. Please consider that filter option for the insights asap, as this is key on understanding what you're doing and if it's…
Change activity done time and date
As part of our reporting structure and KPI's, we have to hit a certain amount of activities per day. If we are out on the road all day, it is sometimes difficult to update all your activities done in that day. We would like a feature where we can adjust the 'marked as done' time / date so we can update our Pipedrive when…
SmartDocs CC
Needing the ability to CC contacts to receive SmartDocs, alongside the signee. This is really important and would typically be found in most/all e-signing products.
API Endpoint Dealflow does not deliver all mailMessage objects on the deal
Hello, I have a deal that was converted from a lead 5 days ago. When I open the deal in Pipedrive, I do get to see all the emails that were exchanged when the deal was still a lead. When I ask for the deal flow through the https://api.pipedrive.com/v1/deals/22/flow API endpoint, I don't get those mailMessages. Is this a…
Test Email Campaigns
It would be a really helpful idea to have a predefined list of Pipedrive users to send test emails to. Having to type in the email addresses each time you send a test is quite annoying. When we used Hubspot you could add in a list of email addresses you regularly send test emails to and then just select from that list each…
Project Imports & Insight Reporting for Projects
Are there plans to add project imports and add insight reporting for projects any time soon?
Automations need an additional "Find" action 🙂
For criteria in automations you can use everything from the previous steps With an update deal, you initially only have the deal data, but if you have also edited the organization in an intermediate step, you can also use the org data in the criteria. The only problem is that you really have to edit the organization.…
Contact belong to more than one organization
Hi Pipedrive team ~ I am working in the wellness industry where many of our contacts have their own business, and they also belong to another business. We would love to have the feature of being able to add them to two organizations but aren't currently able to do so. I have spoken with your team and the closest thing to…
Microsoft Forms integration for sending out surveys out of Pipedrive
We are currently facing the situation that we would like to send out customer satisfaction surveys to our clients with a certain delay to ask how things are going and to get their feedback of the sales process. Using campaigns or web forms within does not match our requirements. As we are using the Microsoft suite we…
Duration-related automations should be able to exceed 90 days
I think you should be able to set it to move than 90 days. I have clients that book every 12 months. I want to send a reminder more than 90 days past their last purchase.
Pipedrive Plugin for Outlook like Salesforce
It would be helpful to link pipedrive to outlook. When I used salesforce, I could use outlook for my primary emails and when I had a new contact I could link it directly to my CRM or if I had conversation with someone in my CRM that was linked to a deal it would show me in a side window if I had the plugin on. It made…
Deeper Outlook Integration
To spare your valuable time on reading my thoughts and reasoning, skip to the bold section at the bottom: I'm already very grateful for the outlook integration that exists, and it has helped me to organize tasks and projects. Outlook integration is the reason I use Pipedrive at all, without it I wouldn't be here. The…
Synching files from Google drive to Projects
As a digital agency, we use projects to manage client work, however, when clients want to send us assets, email has restrictions - so it would be hugely useful if we could set up a folder within Google Drive and send the link to a client to upload their assets and then automatically sync/pull down the assets into their…
enable instant editing w/ blinking cursor - after click on EDIT button in inline editing
Hi, I am often using inline editing of all deals in an organisation. When clicking on [see all deals] popup menu, I can edit various entries. That's nice. But after clicking on the edit button right hand side in the line item, I have to klick one more time into this field I want to edit. Until then the keyboard…
Make calendar booking a first class citizen not a hidden feature
Currently the only way I can find a booking link is to create a new email and drop down the insert and then grab a copy link. i hand out booking links frequently, I would like to move away from Calendly to Pipedrive if only it was easy enough to do so.
Email settings in Automated emails
We use automated emails on every customer experience. And we have teams that work with customers through the process of fulfilling the customer order. PipeDrive is able to create the automated emails we want, but the user's Private/Shared setting in the Email Sync settings is the only place to designate this setting on…
Ability to disable recurring products at company level
This discussion was created from comments split from: New: Recurring Products Early Beta.
Campaigns: 3 Major Drawbacks Needing Immediate Dev Attention
Campaigns are great - I love the metrics and the ability to easily see their history in the contact view. However, there are two major drawbacks I would love to see resolved: 1) I am unable to send an old campaign to new and/or specific individuals. The current workaround is to literally send a campaign to myself, then…
Web Forms: Drag & Reorder Fields
As the title suggests, I would really, really, really, really, love the ability to click-hold, and drag fields in a web-form to reorder them. Right now, if you're already using a field in the form, but need it to be somewhere else, you have to completely delete the first one and remake the new one in the proper spot. I'm…
Full Month Calendar View in Activities
Really need this feature.
Accumulated goals and forecast report
In our company we have budgeted the whole year for any department and we need to achieve certain income(goals) each month to have the best cashflow and to pay our bills. Therfore I would need to see if we are on track with our sales reps by creating a accucmulated goals forecast report like the one I attached. How do you…
Track and save Chatbot URL in UNIFINISHED conversations
Currently, there is no way to determine which Chatbot (if you have several) is the source of unfinished conversation. If "track and save the chat conversion URL" would work also with unfinished conversations, that would solve this issue. This is important if you have several Chatbots and each of them relates to a different…
Turn off Notifications in Calendar Sync
We are currently using One-Way Calendar Sync. (More on why here: Calendar Sync Needs to NOT Pull in Activities from External Calendar — Pipedrive Community) Our Users have complained that while it is helpful to see their Activities in Outlook, they are being inundated with notification alerts all times of the day related…
SmartDocs Improvement
I have a couple of clients who use SmartDocs and OneDrive/Sharepoint integration. The principal works for them, but getting down to the functional details, there have been some suggestions. It would be ideal if there is a templates section under documents in the account set up area (not within a deal, contact etc). The…
Change the "Lead Created" Date
We need the option to change the "Lead Created" date to a custom date. Leads that are added into PipeDrive or converted from a deal, should not always have the date that the action was taken. Changing the "Deal Created" date is simple, but there's no option for changing the "Leads Created" date.
Customer Portal
We need a customizable Customer Portal as part of Pipedrive.
Double Emails Sent to Clients?
I have noticed that when someone books a meeting through Pipedrive Scheduler, they receive two emails. The first is a confirmation from Pipedrive scheduler, followed by the calendar invitation which has already been pre-accepted. This seems extremely repetitive for trying to appeal to prospective clients. Is there a way to…
Texting Integration Advice Needed
I'm struggling to find a texting integration that will do the things we need: * Need to be able to port my two phone numbers to them that we have used and marketed for years (we do not want new numbers) * Need to be able to text right out of Pipedrive to a contact; I don't want to have to go into another app to text out *…
Office 365 one drive integration and file mass download
Hi, we just started to use the pipedrive. We don’t use google drive, we use business Microsoft 365. So we use office 365 one drive. Is it possible to develop your system to integrate one drive for file uploading? How can we get access to all our uploaded file to pipedrive? If we want to download all uploaded files for all…

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