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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.
create email templates with product-related fields
In such a way that we can talk to the customer about the products purchased.
Are there any new developments in tracking emails sent through Gmail?
I understand there have been past talks about adding tracking functionality to Gmail, Outlook, etc., so that emails opens could be tracked when sent from those apps and not only when sent in Pipedrive. Would anyone know if there are any new developments in this area? Thank you!
Suggestion: The "Deals" and "Leads"
Suggestion: The "Deals" and "Leads" should be in the "Focus" section
Convert Organisations/ People into Deals
it seems strange that I need to bulk convert my data as excel and then import it. that is something that should be native to pipedrive does anyone else feel like that?
Just found that Projects lack of webhooks support!
I discovered Projects last week and seemed to be a perfect solution for our use case but I've just found that Projects lack of webhooks support. What's the ETA of this feature?
Attaching Products
It has been identified there are two different prompts when adding Products to Deals. In the first prompt, you are adding a deal using the pop up box. The button to attach products in the pop up is clicked and the line item data field appears, however you have to start type at least first 3 characters of the product name…
Add a List view option to All templates screen in Smart Docs
Please add a List view option to the ‘All templates’ screen for Smart Docs. Many of our templates start a with standard prefix and the (only available) 'masonry' view truncates nearly all template names. This makes it difficult for our users to ascertain which template they want to use each time, and requires them to open…
Adding project template to existing projects
Hello - how do I add a new project template to existing projects?
Lost Reasons by Stages
It would be very useful if loss reasons could be configured by stages on each Funnel. So that if the deal is lost in a certain stage/funnel, certain lost reasons shows and for another stage/funnel the loss reasons shown are different.
Customize UI with custom buttons
I'm a long time user of pipedrive, including heavy customization through API and webhooks. One feature that I'd love to have is creating custom buttons to organization, person and deal UI. Clicking such button will call external URL, run automation, send mail etc.
Adding Activities For Multiple Contacts at Once
is there any way to have them put in a feature where I can select multiple contacts and add an activity for all of them at once? I spend a lot of time just going back and forth between screens so I can add contacts to an activity list for a day. Seems like a quick and easy feature that could be added that would make this…
Import feature Intercom > Pipedrive
It would be great if we could import data Import from Intercom > Pipedrive in one-click with 2import.
Project activities' dates
Hello, We have noticed that when you set a project start date, and you add activities to it, the dates of those activities don't change when you modify the project date. We would also like to be able to postpone all the activities at once when we change a date on a prior activity. Thank you !
Lost Reasons by Stages
It would be very useful if loss reasons could be configured by stages on each Funnel. So that if the deal is lost in a certain stage/funnel, certain lost reasons shows and for another stage/funnel the loss reasons shown are different.
Adding ability to make organisations and people historic without deleting them
Hello! We have noticed that there is currently no function to make an organisation or people contact historic. You either delete them from Pipedrive or have to leave them as a contact. If we delete them from Pipedrive, we lose their associated data, emails, history etc. The same as if a business is no longer trading…
Email composer creates unprofessional, nearly unusable email threads after a few replies
It would be great if this could be changed because otherwise we can't use the email composer to reply to emails, because this looks really unprofessional and is painful for us and our customers to read through. And having our team bounce back and forth between PD and Outlook is going to waste a lot of time. Example after…

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