Submitted

Cheeky little email update 😀
"Write my email" is a very welcome update, hopefully we will see this in Smart Docs also 🤞
Insert fields for Projects
Hello everyone 🙋‍♀️ Unfortunately insert fields dont work in project emails as these fields come from our deal. It would be amazing once we make a deal and then create a project that deal fields also worked in projects so when we set up emails in projects the insert fields work for us - this would save us so much time.…
Synch Automated Campaigns and Automations with “Last email sent” date
We use Automated Campaigns and Automations extensively. When we send an Automated Campaign via an Automation, we can see the Campaign emails and dates sent on each contact record, but the “Last email sent” date is not updated to reflect that the Contact was, in fact, sent an email via Campaign+Automation. Currently, only…
Labels for Activities
I would love to have labels for activities within a deal. We have the little icons for something being a call, meeting etc, but if they could be coloured and with labels that allow us to visually understand something instead of just words that would be helpful. Doing a quote is really important so for that I would love to…
Filters & Data Columns
Please can we add "Tick all" and "Untick all" when you are selecting which data fields you want to appear as columns when on list view or Contacts
I Please Need a Report of "Call Duration in Minutes"
I would like to know how I can get a report of total "Duration (minutes)." Currently, the only available option is "Duration (hours)." That is to broad and not detailed enough for tracking accurate daily activity. I know it's possible because when I click on a detailed report on a user, I can get the call duration in…
What about this feature for note template?
Retroactive Automations
Currently, pipedrive automations only work on a new deal or when manually updated. Is there a way that when an automation is created it can "execute" and update to all created deals? As not to have to create the automation and then go back to those deals for them to update. Currently, the solution is to update small…
Let us pin filters everywhere (feature enhancement)
As i saw today, it is possible to pin filters in the deal view. Thats a great feature and it would be perfect to have this feature also in contacts, organizations and leads.
Email Inbox Layout
The Email Inbox needs a usability update so that you can scroll through your email messages without having to open each one individually to view the message like how Outlook is set up. There is a split window set up with your inbox window on the left and an email preview on the right, so that you can just stay inside your…
Layout Mail Inbox
Please add a preview option for emails in the email inbox. It is really not practical to open every email to see the content. I dont think it takes a lot to change the view option and the usability increases by 100%. Split view into left and rigtht. One side overview list, other side content area. This would be awesome!…
Ability to Select Automations
The ability to select automations will allow us to take bulk action like deleting, labeling, or duplicating the automations.
Filter emails in history by user
It was suggested to me that it would be convenient if a user could choose to only see the emails they have sent and received in the contact record history.
Improve the email text editor
There are a few clunky things that I think could be easily changed to vastly improve the email experience on Pipedrive. Currently I have to be very careful sending emails on Pipedrive because of these issues. Otherwise, they look inconsistent from my regular email client (and I need to switch between the two).…
Dynamic Fields in Hyperlinks
Hi, I am trying to create a dynamic hyperlink, based upon a dynamic field. Is there a way to make use of this? Thanks! Robert
Need to show all prices for products
we need to be able to show the DISCOUNTED UNIT price for each product when we do quotes. right now we can show "unit price' which is MSRP and we can show the "product amount" which is the discounted price. BUT THAT ONLY WORKS IF WE HAVE QTY 1 per product. if you have more than one you cant see the unit cost of each item…
Pipeline: Track Same Stage Across Multiple Pipelines
Currently, each time a new Pipeline is created the stages entered are all recognized as new stages even if the same stages have been used in previous Pipelines. This means that when you create a report in Insights to look up the same stage across all of your Pipelines, the stages are not grouped and the reporting is not…
Emails Are Not linking to Deals for whole team
The emails that I link to a Deal in Pipedrive, and CC in staff members in the email reply, don't appear as linked emails for other members of my team using Pipedrive in their inbox. Pipedrive requires them to manually connect that email thread to the same ticket (Even though I have already done it with my account) for that…
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
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.
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 contacts by 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…

Submitted

Discussion List