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Product Categories for Reporting
I need to be able to report using product categories but am unable to do so. When will this be available?
Idea for a Time Tracker - For activities
We are struggling with understanding how much time we spend on an activity/ deal from a company costing perspective of Human Capital. A time tracker would be amazing so you can understand how long specific activities take and how long in total has been spent on the activity, deal, customer etc. Thanks, Michael
Add a Google Drive folder to a deal
How can I attached drive folder to a deal?
Automatically created folders in Google Drive for organisation for uploaded files
If you are creating a document with the new document creation feature, it creates automatically a folder in Google Drive of the organization within the general Pipedrive folder and saves the file in this folder. If you upload a file it will be synced to the general Pipedrive folder without the creation of a organisation…
Email Tracking On Mobile
Being able to see if the client opens an email is huge but I find myself not using the mobile app simply because you can’t see if someone has opened an email. Would this be something that is going to be updated or can be? Thank you
Merged: Dropbox Integration: A necessary upgrade
This discussion has been merged.
Merged: Email Folders
This discussion has been merged.
Web Form Improvements
Hi all, It would be great if we can add labels or hidden information (campaign / leadsource) to different Webforms. Now only the information that is given bij the customer filled in with a webform is used in a deal or lead. But it can be very usefull to add hidden fields per webform, for example if a customer is using a…
duration-related automations cannot 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.
Exporting Block
I noticed some users bypassing the ability to export by just highlighting and pasting into google sheets, it would amazing knowing that things aren't slipping through the cracks by using this method.
Add different Participants to a Project
I would be great if we could add participants to Projects, like we already do with Deals. During a project we have to deal with different projects managers, from other organizations, who are in charge of that project as well. It would be super when checking the project all the people assigned to that project.
Multiple calendar views
An option to select different calendar views to show a day or week or month. This would help to get a high level view of the week or month.
Custom merge tags need to be added to email campaigns.
I like the email builder in campaigns. I would love to add automated campaigns to my deals so I can use these beautiful html templates that would make our company look great. However, you are currently unable to use custom merge tags in automated campaigns, which renders the whole feature useless for me. There needs to be…
Filter - Notes
We need the ability to filter contacts by notes. You can filter many other categories such as Person, Organization, Lead, Deal, Activity... Now we just need the option to filter the Notes category. This would be incredibly helpful.
Scheduler - Add redirect URL and mapp answers to contacts fields
Hi, It so frustrating to not be able to link new questions created within the scheduler to related contacts fields... Please allows this function ! Second things : please create a "redirection url" option at the end of the scheduler settings. It so important to allows conversion tracking of leads and adds campaigns Thanks
Web Forms Should Pull from Existing Records
Hi Pipedrive! I have an idea on how to make Web Forms a little better. We use Web Forms for a variety of uses (and we love it!). One of those uses is to gather leads from internal folks (most of which do not have a Pipedrive account). Our current Lead Intake form has a field for the lead's Company (organization) and while…
Color coding the deal funnel
Another level of visual categorization in the deal funnel board would be helpful to identify categories of deals. Specifically, allow the user to color code each of the tiles, similar to how one can color code Outlook calendars with a right click. The user can create their own color system to help different types of deals…
Linking out to Google Docs
We really enjoy using the Smart Docs feature on Pipedrive. It syncs perfectly with our Google Drive and we can share docs from there with team members who don't need Pipedrive access. One thing I find annoying is that once I've created a Doc using a Template (attached to a Deal, Person, etc.), I want to be able to quickly…
Scheduler - Custom Styling
We should really have the ability to customize the style (Color, logo, profile picture) of the scheduler portal that clients see when booking time with us. This would be just like every other scheduling app in the industry; Calendly, Hubspot, and so on... In general it would be nice if it just started look more like the…
Fast Data-Entry
Hi team, when you have a drop down list, you should be able to type the first letter of the dropdown selection that you want then it should select that dropdown selection.
Feedback and Suggestions: custom field improvement
I would like to suggest one improvement in the custom field, unique options. The option none is a standard and alwalys show it in the field as an option. It would be great if the option "none" could be not a standard and an option that the admin can choosse if it will be a field to choose. Thanks in advance
Reminder to respond to emails- Similar to Boomerang App
It would be beneficial if you could send an email (and campaign) and have a setting to remind yourself to email them again if you don't get a response within a certain time period. This is an option I use with a plugin in my outlook called "Boomerang."
How do we resend an email campaign to unopened recipients?
We recently sent out an email campaign and want to resend the campaign to all recipients that didn't open the email. Is this possible by creating a filter?
Quick filter without "auto save"'
It would be great to be able to create a filter without "saving it" Just a "one use" filter... thanks
Personalized deal tab (activity, notes, ...)
Hey, Would be nice if we could personalize the tab view that we have on a deal, org or person : Like reorganize and/or enable button on it.
Set activity pop-up per user
Should be good if the activity pop-up (when we mark as done an activity, the activity pop-up to create another one) could be personnalized (enable or not) by each user and not only for the whole company.
Make Subscription a required field
We use the Subscription space to track our recurring Revenue. Presently, it's possible to Won a deal without adding any information to that area. This means that our reporting will be missing revenue for Won deals if that info isn't added. Request: make adding Subscription Revenue a required field for setting a deal as Won…
Merged: Automation Trigger based on an upcoming Date
This discussion has been merged.
Improvements Urgently Required!
We have now been on the new deal format for a few weeks now and we are finding it less than satisfactory for our business needs. The new layout and system is costing us time and money due to features that are no longer available. 1. We have our emails integrated with PD, so everytime we send an email it attaches to the…
Allow Use of Product Field Variables in Email & Smart Doc Templates
It would be great if the product and variation fields were available to use in email templates. Similarly, it would also be great if they were available to place anywhere on the document when creating a Smart Doc template. Currently, it seems product fields can only be placed specifically in a product table, but our quote…

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