Submitted

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…
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…
Contact Creation: Use Domain to detect Organization
When creating a contact from an email it would be great if Pipedrive could detect the organization with the domain if other people from the organization are already added: Example: john.doe@nike.com is a contact with the organization "Nike Ltd." When mary.miller@nike.com writes me an email and I add her as a contact, the…
Multiple Email Sync - Feedback
Hi there, the multiple email sync function is for some parts of a company a really important thing. Example: CEO, CFO. or for Teams to use a single personal email and a team email: jon.doe@sample.com plus sales@sample.com. For the most people in the company its not important to have 2 emails synced because its only the…
Insights - export summary fields
Is there a way to export a insights summary fields, you can export the deals fields currenly but this is not available
Filter: Show deals which INDEED reached a certain stage (and not only came past it)
We sometimes have "fast forwards" for deals in our sales pipeline. For example sometimes customers don't want a presentation of our product but directly buy that product. Then we directly forward the according deal to the "sold" stage i.e. the deal skips the pipeline stage "product presentation". If I now create a deals…
Documents & document templates
The new documents feature in Deals is really great. Please make it also available in Organizations and Contacts and I am more than willing to pay for it.
Email Tracking - Better tracking system
We need a better way to track email opens through Pipedrive. We need a good Pipedrive chrome extension like they have on Hubspot. It would make it so much easier to send trackable emails. And the Pipedrive mobile app should send notifications when the email is opened as well.
Reporting or filter view for Lost Reason Comments
Would love to have the ability to see Lost Reason Comments alongside the Lost Reason. Lost Reason becomes a detail field in the deal record when a deal is marked as lost, but the comments become a note. It would be great to see them side-by-side for the purpose of reporting/insights. As of now, there's no way to see the…
Email didn't link to a deal
For a variety of reasons emails seem to not get linked to deals (one example: salesman had already emailed the customer before creating the deal). Feature suggestion: Have the ability from the deal page to "search for emails" (Ideally search through all of the deal owner's emails or at least search through his emails to…
Looking for advice on accounts software integration? Quickbooks, Xero, Sage, Other?
Currently using quickbooks but would be willing to change accounting software if integrations are not the best with this software. Looking for an accounting software that Pipedrive can feed all contact (for 'won' deals that end in an invoice) & sales information (invoices) through too. It would be useful if the accounting…
Using smart contact data for better workflows and efficiency.
Smart contact data seems very disconnected!. It would be great if there is an option to use the smart contact data that we get from an email or website. a few use cases are- * Create an organization from smart data captured using a person's email address * Use this data to update standard and custom fields on person and…
Workflow automations not working for imported deals
I am setting up Pipedrive and testing everything out. I have created a number of workflow automations which are working correctly for manually added deals. However, when I import numerous deals the automations are not triggered. How can I get workflow automations to be triggered for imported deals?
No Ctrl-Enter???
Good evening everyone! I am so surprised that you still can't press ctrl-enter to save whatever screen you're on. Whether it's a new deal or an activity. You have to take your hands off the keyboard and go get the mouse, position it, and click. Every other software I use online accepts a ctrl-click and it saves me tons of…
10+ formulas to add to deals
Hi, We've recently been testing the application of formulas to our deals. This would very efficient for us, as it allows us to generate an offer in a few minutes, where the values in our template are calculated automatically. However, the limit of 5 formulas turns out to be too little for us to get an effective result. As…
Web form notification
Hi product team, the notification function is available just for the total form, what happened in case I need to notify just from an item from a drop down field? If you select from a list of depts (HR, Financial, Support, etc) the system should send the notification just to that person (user or not) associated to that…
Email Un-Send Feature
Hi Pipedrive team! I love the email function within Pipedrive and how it connects to all my activities. There is one feature, however, that is missing that is currently available in Outlook/Gmail. The ability to "un-send" and email within a select window of time after hitting send. Both Gmail and Outlook have it set up…
Product fields in email templates
This would save us a lot of time because we have 30+ products we sell where we use a very similar welcome template that would be better if we could customise it with product fields.
attachment directly from pipedrive deal log to e-mails
i would like to have a feature where i could add attachments to an e-mail directly from pipedrive deal log. Our work flow has been built up like that, one person is making an offer and uploading a PDF into pipedrive and the second one is sending it to the client. And asking client feedback, i would also like to add a PDF…
Add the ability to measure conversion when converting a lead into a deal, and during further passage
The fact is that we (I think not only us) need to understand at what stage of the client’s passage through the funnel we lose him. To do this, it would be nice to see the conversion (in quantity and %) when clients move through different stages of the funnel from one to another. How many leads are created, how many of them…

Submitted

Discussion List