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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.
"New revenue" report
In our business, we invoice on a monthly basis with no set end date, so the value of our deals in pipedrive is the monthly cost for that customer. To get a better insight in the MRR, in all closed won deals, the subscription is also added, with a payment date set as well. Because it might happen that the contract is signed…
Pipedrive Campaigns for RSS feeds?
I use Mailchimp today for my marketing emails. One important part is when I write new blog posts on my website to deliver them weekly in a RSS feeds campaign. That means that the RSS feed detect new article posted on the website and the use Mailchimp RSS feeds campaigns. The Pipedrive Campaigns looks great but as long as…
Suggestion for Leads Inbox
It is good to have a list of leads, but having to jump to another page to send an email is not very convenient. Could we be able to send emails via the leads inbox in future?
Integrate products to webforms
I would like to get the possibility to integrate products into webforms. This enables the customer to directly choose his products and and getting this reported into the deal. Today we have to add the products by hand to each of the deals. it would definitely make the automation / creating offers process much easier.
Enhance quality of Pipedrive Dock icon (macOS Sonoma)
In macOS Sonoma, Apple introduced a 'Add to Dock' feature for Safari. This enables users to add web applications to the dock. Very useful for Pipedrive users. Currently, the web icon isn't optimised for adding Pipedrive to the dock. Can the icon be updated for this?
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,…
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?
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…
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.

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