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Revenue Forecasting Advice
Does anyone out there have experience using revenue forecasting reports within Pipedrive Insights? Looking to use "Payment Schedule" to report revenue but only seeing option for filter by "Expected Close Date". As a contractor, we don't get paid immediately upon signing a contract. Jobs can take months to start and only…
Integration of Organisation Page Details into Project Page and List Filters
It would be incredibly useful if we could pull details directly from an organisation page into a project page and also into the project list filters. There are many details stored on the Organisation page that are relevant to a project which require us to duplicate the information in the project details in order to capture…
Sort Project Lists by Label
Enabling the ability to sort project lists by labels would provide our team with greater efficiency in managing and prioritising projects within Pipedrive.
Job Title in Contact Preview
Currently, accessing an individual's job title requires navigating to their personal page. It would be a significant time-saver if job titles were visible in the preview view on the organisation page, eliminating the need for additional clicks.
Reporting
Does anyone else find the reporting functionality too limited, specifically for printing individual reports? I need to produce management reporting and at the moment I can only produce dashboards which can be PDF'd/printed. I can't do singular reports meaning I have to create a dashboard for each report I want to discuss.…
Customize default title in deals
Almost all of our deals have the default title of the organisation name. Most of our deals are of the same type but a few are of a different sales process. When scanning a list of deals it's hard to distinguish them as every deal has a different title, the name of the organisation. The suggestion is to allow customization…
1 click to change activity due date
It would be great if activity due dates could be moved along by a default time (eg. 1 week) with just one click. Avoid having to go into the activity and then click on the date and move to a new date in the future.
Idea for Future Development : Special Pipedrive access for partners or people external to the team
Hi, That would be great if there was an option in Pipedrive to give an access to external partners so they can view and/or edit leads and deals that we send them. For example, we are working with a company who is not part of our team and we would like to transfer some leads to them. It would be great if they could have…
Calendar Sync Should Copy some Deal info to Calendar
It would be fantastic if we could adjust our Calendar Sync settings to have it include some Deal details in the Calendar item that is pushed to our calendars. We have Automations building Activities based on Deal progress. These Activities get copied to Outlook. But then the Outlook item has no identifier. Would be great…
Keeping leads separate from contacts.
I am looking to import leads on a regular basis, but do no want to add them as a contact/organization until I have qualified them. Is this possible? Seems like when I import the lead they are also added as a contact.
Adding Emails easier to Deals
It would be great to add Emails directly to Deals, instead of through the sales inbox.
Visibility settings for Activities - asking for a feature
Is it possible to get separate visibility settings for activities? I have a team managing the CRM function that does not need to see sales and activities. I've been able to restrict access to everything that is not an activity connected to a contact. If activities are connected to deals or leads, they won't see them, but…
Set company's fiscal year for insgihts
Hi ! As company's fiscal years are not often from january to december, it would be useful to set the fiscal year of a company on company's setting. This would help us to analyze our insights from July to June for example instead of January to December by default.
More documents per email when requesting e-signatures
We need to send 2 separate documents in the same email to request our client's signature. These 2 docs are different for every deal. Currently, Pipedrive only allows us to upload 1 document for sending. It would be great to have the ability to upload 2 docs, so we can move to using this feature on Pipedrive instead of our…
Add a 'Fillable PDF' template type to Smart Docs
In our business—we are an insolvency and business restructuring accounting firm—we enter client data into many different government PDF forms for each client engagement and then send these pre-filled PDFs to clients for signing. It would be super-efficient if Pipedrive added to the Smart Docs functionality a template type…
More rights for Admins
There are a couple of things which should be managed by the admins especially in larger companies. In some cases for usability reasons, in some cases there are security issues. 1) Signature templates: The admin should be able to define one signature template which is filled automatically with user data (I know, a user…
Creating a document from template
Why does the button create a new document from template open up the template editing view and not go and open up the new document based on the template? Our sellers now start to edit the template (and mess it up) as they don't notice that you still need to push "use this template to create a document" -button. Is there any…
Deal Progress report, showing all progress between Stages in a reporting window
Is there a way to generate a report/table that has rows for each Deal, and columns for each Stage, and content data that shows the date that each Deal entered that Stage? My company has an OKR target for the number of Deals progressing to each stage of our Pipeline during the [quarter]. Today I have to create the report…
Export payments for relevant month
Hello! Every month I am exporting deals for relevant month to be invoiced based on the payment schedule, but the value shows full deal value. I am wondering if or when it would be possible to export the deals with relevant payment schedule based on the month?
Custom Field Reporting from Organizations
Can someone help me understand why custom fields can't be reported on in Organizations? I would have thought this was a really basic function.... custom fields can be reported on from other areas such as leads, deals, etc so why not organisations?
How do you prioritize relationships over products in sales?
Hey everyone! I am just exploring the basics of sales: it’s the heartbeat of every business, but it’s more than just transactions – it’s about connecting with our customers. How do you prioritize building relationships and solving problems over pushing products in your sales approach? Share your experiences and Insights!…
Allow Contact Us web form to have Appointment setting link
Pipedrive's cool feature of including a link in emails for people to book appointments in the sender's calendar, sadly cannot currently be used in web forms such as Contact Us forms. Can you please add this ability and in the settings for the Appointment field when it's added to, say, a Contact Us web form, allow us to…
Require a reason when a lead or deal is archived
In a similar concept to the 'Lost reasons' function in Deals, we would like the user to have to answer an 'Archive reason' question when archiving a lead or deal. For example: Was a test Was a duplicate etc. Can you please add this to your feature requests. I'd imagine you'd have a 'Require archive reason' company setting…
A tagged user in a deal note will not be notified if they are not a follower of that deal.
It is contradictory that when you use the @ tag all users are suggested, but if you choose someone who does not follow the deal, this person will not receive a notification. It would be useful if that person automatically became a follower of this deal and therefore also received a message about the note. I don't want to…
Custom field of type file
Hello! It's hard to keep track of the files uploaded to a deal. It would be awesome to have a custom field of type File to upload required files and to keep track of what's going on. Clients documentation, delivery note and others.
Help sending a manual email and if not responded to sending a follow up template?
I'm new to PD and can't seem to figure if this is possible or not. I want to have a call with a customer, send a email based on the call (so can't be a template email), and then if they don't respond, then send a follow up email. Is that possible?
Square Integration
A Integration with Square POS/Invoicing would be the best thing in the world. We use square as our POS so its natural to use it as our invoicing app as well. I would love to be able to invoice customers within Pipedrive and share customer data between the two databases easily.
Naming Files within the app
I’ve seen some questions but not sure where this has landed. it would be awesome if there was a way to name each file added to the deal. Specifically pictures. Having the ability to rename “imagexyz” inside the app/deal would be great. if there’s a way to do that already I’d love to learn.
Custom Domain for Webforms
It would be great to be able to have a custom domain for the webforms along with custom slugs. This would make sharing direct links to the forms look much nicer and more trustworthy.
Integration - Webflow
Pipedrive needs a Webflow integration like Hubspot so we can easily sync form data between our website and CRM.

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