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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: pin notes in expanded form
When we close a deal, we pin a note to the top of the deal containing implementation notes. Just the first line of those is visible and you have to click on the explained icon to view the full note. We'd like to be able to pin them in expanded form. After all, if it's important enough to pin the note, isn't it likely that…
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…
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…
Linking Products to Projects
Hi Pipedrive, I understand there is no way to link Products to Projects. PLEASE consider allowing that - it would be so helpful. Thank you!
COLOR CODE the fields in the Deal > Details window
In the Deals window.... in the Details section on the left...Our company, for example, has almost 30 fields, just in the Details section, that have to filled out to sell and deliver a product. Those fields are filled out by sometimes 3-6 people by the time the product gets sent.It is more difficult that it has to be,…
Recurring revenue on products!
If you are running a business with a recurring revenue model, such as SaaS, it would be good if you could add recurring revenue to products. As you create your new deal and select the appropriate product/s, that would then dictate the recurring revenue as well. It should be possible to then make changes on the deal if a…
Use product category in filter options within Insights
It would be really nice if you could create reports in Insights based on product category. We are now using the current feature to be able to add products on a report. But when you introduce a new product, you have to add it again to all your reports. That is quite laborious when you have a SaaS platform where many add-ons…
Changelog for Projects add-on
It would be super useful to see a changelog for Projects in the same way that it is visible within a tab for People. For example, there is currently no way of seeing at what time a project progressed to the next stage. Even hovering over the stages doesn't show how long its been in each stage making it difficult to track…
Expand All / Collapse All for Field Groups in a Deal
Our users are complaining how much scrolling they need to do on a Deal because we have added a lot of custom fields. They have asked for a 'Collapse all' button at the top of the left pane on Deals, and/or for the Details section as that's where the custom fields and multiple fields groups are of course. To give you an…
Create folders for the emails templates
I have tons of email templates related to different emails sequances. Would be great to have folders.

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