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Feature Request: Automated Sales Document Creation
Hello, I understand that it's a longshot, but I would like to request the following feature. This would personally save me several hours per month, and I am almost certain that others would also benefit. Feature: Automated Sales Document Creation Customers are often engaged in activities that have an educational purpose.…
Missing import data in Pipedrive, yet when exporting all is there.
Hi, This is a bit of a frustrating day in the office and I just want to speak to someone on the phone. In short, we have 500 leads that we imported to Pipedrive, yet a lot of information is missing in Pipedrive itself. When I however export all of Pipedrive the information is there. How can this happen and what can be done…
Better Brand Visibility with Scheduling and Contracts
Hi Pipe Drive, I think your CRM is a very nice product and one of the easiest CRM I've found to use, but currently, I believe you are missing a pretty big mark for some businesses here - The idea of having an all-in-one effortlessly. Currently, I'm using Square for payments, contracts and appointments. Predominately,…
"View only or limited" access to Projects
It would be great to have a free "view only or limited" access to Projects We deal with numerous sub-contractors that just need to access the project details/contacts and any documentation for delivery of the project. Sometimes they need to upload some final documents and images to show completion To have to buy a license…
Multiple owners for organisations & contacts
I think it would be a great feature to allow multiple organisations and contacts to have owners. We have people in our company who need to be owners of multiple of the same organisations so would be very useful.
Templates for notes
Often our team is having the same intro calls with multiple leads. We always want to gather the same data points and guide the conversation in the same way. Data fields are more difficult to update live and the format can be limiting. It would be ideal to have templates (like the Sales inbox) for notes so that the team…
Scheduler - Connect Multiple Calendars
It would be great if the Pipedrive scheduler could check availability on multiple calendars and then post the event to one. Just like in Calendly.
Auto-Synchronization of Scheduler with Calendar
It would be very beneficial if the scheduler could automatically synchronize with the user's calendar. This feature would streamline the appointment setting process, ensure consistency and accuracy, and reduce time spent manually updating both the calendar and the scheduler.
Nice suggestions with Pipedrive Updates
* Is there a way Pipedrive could go windows app? Like Asana * Why is PD super slow especially with its interface when showing the list of leads * Is there a possibility that PD can add a chrome extension that can quickly add deals or contacts and would look like this not needing a Gmail web for it?
Merged: Automatically send double opt-in requests after filling out a web form
This discussion has been merged.
Direct link to "Add deal" form
It would be great to have a direct link / url pointing to the "Add deal" form.
Translation of the word "Lead" to Norwegian
Hello. I would like the Norwegian translation to change a little bit. The frase "Lead", is translated into "Mulig Kunde", which means "Possible customer". This makes the interface kind of difficult for users to understand. Instead, it should translate to "Mulig salg", which means "Possible sale". As it is today, the frase…
Leads to deal insights… is this ever happening?
Being able to see leads insights, like lead to deal conversion, time duration of leads as leads, leads to won conversion, lead source to deal conversion. this things are crucial . this works if I don’t use leads and create a stage on pipeline called leads… but if you intro and want me to use leads feature you need to give…
Default deal display fields
I need to override the default pipeline behavior to display each deal’s PERSON instead of the ORGANIZATION. Removing the connected ORGANIZATION is not an option. Thanks for help! Joel
Expande "Projects" Possibilites
Projects seems like a promising section to keep working on clients under a longer period. But there is lacking alot of function. Here are some insights i would love to see, if anyone reading this in the community agrees, I encourage to upvote and engage so that Pipedrive sees the demand of these services. - Option to…
Email Attachments
Hi everyone if you are emailing a customer from a deal and you what to attach a file that is also in that deal how do you do it with out downloading it first ? I have tried to drag but it doesn't work for me
Auto update Contacts linked with Organisations
It would save a lot of time and mistakes if all person contacts linked with a particular organisation were updated to the same owner value of the linked organisation if it is updated/changed. Salesforce currently have this feature as standard, would make Pipedrive even more user-friendly if this was an option.
Automation - Assign followers based on deal values
If a deal is created or updated with Custom_Field is/contains X Then assign Pipedrive_User1 as a Deal Follower
Better Address format for use with Zapier
The single line autofill for addresses is great when entering an address, but it is very difficult to do anything with the address in Zapier because it does not contain the zip code in the address field that Zapier has access to. I tried creating custom fields for the address to match the format needed in zapier (Address…
"Rotting" Deals
We'd love the ability to customize the terminology for deals that are "Rotting". Having the ability to customize that phrase to match company culture would be a neat feature.
Waterfall Chart to see Deal Slippage
Create an insights report that does the following. Compares pipeline between two dates. What changed between the two dates? what are the new deals what deals increased in value?> what deals decreased in value? what deals were won? what deals were lost? what deals closed date were moved outside of the two dates? (delayed)…
Filters Improvements: Create multiple "OR" conditions groups
For those who know Airtable, it would be great to have exactly the same filter capacities. A group for a sequence of "AND" conditions (already OK). Then multiple "OR" conditions groups (not OK today. We can only have one group). Here is an example to illustrate how it is on Airtable: Today, Pipedrive is so limited with…
Sending campaigns to multiple filters at the same
Hi, I think it would be great if it could be possible to send campaigns to multiple filters at the same time. I think it will be useful for many users. Let me know if it could be useful for other users too. Simone
It would be great to be able to group the emails by threads/Conversation in the Deal view instead of
It would be great to be able to group the emails by threads/Conversation in the Deal view instead of having them detached along a (sometimes very) long timeline !
Pin Notes in Mobile App
Pinning Notes on the web app is a very useful feature, but is there a way for this to be implemented in the Pipedrive Mobile App
BUG: the plus button for adding a deal does not work
The "+" button on the pipeline's columns does not work. Expected behavior: open the popover for adding a new deal. Browser: Firefox 119.0 (64-bit)
Group Email Bulk Sending
It would be more than helpful to have an updated/upgraded way to send emails to groups larger than 100 people. Currently, it will only send out to 100 at a time, which is fine, except for that it doesn't have an option after that to follow-up with sending to the rest of the people. Thanks!
Add opportinity managment to deals (similar to projects)
Hello! We as sellers and sales managers face the difficulty to qualify and manage opportunities (e.g. deals) along the way, without losing the oversight of the progress. Especially for B2B SaaS sales for mid-market and enterprise customers, we would need a way to add methodologies such as MEDDPICC, MEDDIC, BANT, SPIN, etc.…
Support Role Based Sales Inbox such as sales@
We utilise a sales@ inbox to receive customer enquiries. It would be useful if this mailbox could be set up in Pipedrive as a central mailbox. Then any emails received are public and can be viewed by ANY Pipedrive user. Any user can set up as a lead/Deal and any user can reply via the sales@ email address. So users Sales…
Exporting all stage change dates
It would be a big improvement to be able to export all of the stage change dates for a deal, and not just the last stage change date. I would like to be able to calculate the times between specific stages and currently there is no way to do this. This is for open deals as well as for won/closed. Deal NAme - Stage Name -…

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