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Link Reports/Insights to Email Subject/Templates
Hello Pipedrive Community! My role is mainly focussed on marketing, and involves strategy planning based on email performance. Although the feature to track emails is useful, it would be great to create reports based on particular email templates (or subjects) in order to compare how well specific campaigns perform.
Real simple issue - comma needs to be added to value shown
When using the value field while emailing leads, commas aren't displayed in the number. In this testing example, the lead value is set at "$1,500". But the value field shows "$1 500". Can you guys add the comma to this, so I don't look stupid when emailing customers? Example email:
Is a Customer Portal Possible Through Pipedrive?
We are looking for a way to add a customer portal. We already have a form where a customer inputs their information, then we can send emails and invoices to them through Pipedrive. However, for the customer portal we would want the customer to be able to fill in forms, make payments, view their account information, and…
About Activities permissions
Hey. It would be very useful feature to have different permissions for activities. We work thru activities all the time and problem is that some people dont need all 37 activities what we have in total. Sales people need certain and then we have "personal" activities also for certain people. Eventlink / Petri Lehtinen
Option to choose default currency per pipeline
We use more than one pipeline and the option to have a different default currency per pipeline would be very beneficial.
Activities Visibility
Hi there, as the owner of the company I´d like to have the option to set which employee has access to which activities. In the best case I can say employee A only sees his own activities and employee B (sales manager) sees the activities of employees A, C and D.
Warning that there is no attachment in the mail
Hi Pipedrive folks, I would appreciate a feature added that is standard in Outlook and other email clients, i.e. a notification that an attachment has not been added, even though it is mentioned in the body of the email. Of course, not exclusive to english is a must for us to take advantage of it. Community folks, please,…
Field Definition Hovering
As I have spent time building out a training website for our team... this idea came to mind. If we could define fields (built-in and custom) in Settings, and then have those definitions show up either by hovering over a field or displayed right underneath a field, this would really help new and experienced users! Even…
Leads - missing column "Expected close date"
Hello, the Leads inbox (/leads/inbox) is IMHO missing at least the "Expected close date" column. Would be great to have it there :-)
Hide custom fields in Leads
Custom fields from Deals are also setup for Leads. Today if you have Professional license or higher you can hide custom fields for different deal pipelines. It should be possible to hide specific custom fields for Leads in the same way as for deals pipelines. Today you get at lot of fields that are not relevant for Leads.
Keyboard shortcuts for Notes
Hi, I really love using keyboard shortcuts, and I know a lot of other users do too - it helps with workflow and reduces friction when it comes to performing various actions. The less steps/clicks, the better. I basically make a note to every deal, every time I do anything with that deal, be it a call, email, reply, I get…
Can the note edit bar with Cancel/Save buttons be pinned to the note screen?
I have to scroll all the way down to the bottom of the note to press Save or Cancel. The same to choose Italic, add a link or image. If the bar was pinned and followed my writing it would save me a lot of time and significantly increase my productivity. If I cannot see the SAVE button, I do not know if the note is saved or…
Shared smart docs templates
Display some type of identifying information that shows which of my smart docs templates are shared with others without having to open the doc and look at the permissions.
Signer fields in document templates
I'm sure it has been asked before - but is there really no way of adding the signer fields to the document template interface, so I can set it up once for all users? We're losing precious time setting up initial fields on all pages of the contract, .... Thanks for updating! /cedric
Google Drive Shared Drive/Team Drive Integration
I am wondering if Pipedrive supports Google Drive integration for Shared Drives. Currently, it seems that I am only able to upload files that exist only in "My Drive" in our Company Google Drive instance. Our organization keeps all deal-relevant files on shared Drives and therefore the google drive integration is useless.…
Editing User Profiles
Hello! I think that Admin Users need to be able to edit the profiles of other Pipedrive Users in their environment. I would like to upload a photo for each of our Users, and would like to fix some names and emails in accounts, and unless I have that person make the change, this cannot happen! As an Admin, it makes sense to…
Past revenue forecasts
Pipedrive only allows us to view the current situation when it comes to revenue forecasts. When changing the period of time to one of the past, e.g. 6 months ago. It shows the won deals of the past 6 months and also any open deals that may be still open in the past. However, it would be good to see the forecast 6 months…
Sales Playbook
Hi community, Hope this finds you well. Just wondering if there are any tips for side-by-side Salesbook/Playbook integrations or workarounds for Pipedrive? Context: My company is shifting from Hubspot to Pipedrive and there was this function to create playbooks in Hubspot. I am not familiar if there are such parallels in…
Support more encoding | including iso-8859-8
Hello Pipedrive Community, At the request of PD Support, I'm highlighting a crucial issue for Israeli users: Pipedrive's lack of support for the iso-8859-8 charset, vital for Hebrew emails. This is not a feature request —it's an essential fix for using PD in Israel. I'd appreciate any "comment for the algorithm" please, to…
A Missed Mark: Urgent Need for Label Functionality in Pipedrive Mobile App
I'm writing to shed light on a surprising oversight in the Pipedrive mobile app: the complete absence of deal label functionality. This feature, fundamental in the web app, is mysteriously missing in our pockets. Labels are not just decorative; they're essential for organising and navigating deals efficiently. Imagine…
[Closed] Struggling with finding new Leads? Let's talk! We want to hear your feedback
EDIT: This research session is closed; thank you for participating. Hey Hey 🤩 Do you sometimes struggle with finding new good quality Leads 🤔? Let's talk! Our team works on new ideas 💥 in the Lead Generation area and we would love to hear your feedback to help you solve your needs. Short 25-minute call this Thursday, Feb…
Protect certain reports from Dashboard Date Filters
It would be really useful to have a toggle on a report instance on a dashboard to say whether it should respect the dashboard filters or not. This would allow us to have certain blocks showing eg "Year to Date" or "Last 12 Months" figures whilst also showing tactical information such as demos booked in last week.
Customizable date formats
Hi there, would be great to have a possibility to customise the way the user views their dates. Right now, there is only a local standard to choose from (e.g. Czech in the screen shot below), but I don't have an option to view it in DD-MM-YYYY (or other) should I want to see a date with digits only format (without the name…
Personal email labels not shared with team
Today everyone in the office synchronised our emails to the Pipedrive account. We previously used labels in our gmail account for our personal organisation and then started adding labels to Pipedrive email as well, but we noticed that the labels we created within our account are shared with the whole team. Is it possible…
Create new contact from Email if it doesn't already appear in your address book
Hi I would like the option of being able to create a lead from an incoming email (not using the lead booster function). I haven't found yet how to do that. Is this something on the roadmap please? Thanks Purnima
Adding field information
Hi PD team, I have a question about the option for adding custom extra descriptions for the custom fields in a similar way as you have in the configuration settings As of now, we have slowly passed the critical point with custom fields, and I see that users have problems understanding what is needed and when.
Add 'Archived' label to Leads when searching
I have a feature request: would it be possible to add an 'Archived' label to archived Leads in the search results pop-up window, when using the search bar in the top header of Pipedrive
Workaround for lack of Google Workspace alias domain support
Hi all, For those of us setup with Google Workspace alias domains the lack of support is really frustrating - it's basically stopping us moving to Pipedrive. Here's the main thread on that: I've come up with a really simple workaround though - using the smart BCC option in gmail to automatically BCC all emails so they end…
Increased Size Options for Pictures of Contacts/People
The Contacts/People tab is excellent. However, I wish their image in the top left could be adjusted in size, so it is easier to see their face. The photos are tiny, and often we can't tell what someone looks like when pulling up their contact info. Suggestions: Allow for a back-end setting that increases the size of these…
Reason for loss. Mandatory to optional.
Hello, I have been using Pipedrive for a long time and I have difficulty in continuing to change the status of deals to lost deal, due to the mandatory reason for loss, this significantly delays my management within the tool. It would help me a lot if there was a way to remove this option and leave it as optional!

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