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Resizing sections of deals
It would be really cool if we had the ability to resize sections such as the sidebar on a deal. As someone who recently was forced to convert to the "new" view in Pipedrive - I cannot tell you how frustrating it is that not even the customer's phone number can be on a single line because the sidebar on the left side is so…
Organization Notes Should be viewable at the deal level
I believe that many users of Pipedrive may close a deal with an organization and that may be the only deal you close until the contract comes up again. Additionally, I am not quite sure of a deal that could be in play with an organization that wouldn't be assisted by previous deal's notes or organization notes. All that…
Notes should be counted as an Activity
Not sure if I am missing this but it doesn't seem like I can do any workflow automation based off of a Note being created in Pipedrive for a person. It should be counted as an Activity like anything else and then can be used in filtering and also workflow automation. The use case for example if I send a note to someone on…
Signed contract should be a automation trigger
Hi! This post is right! https://community.pipedrive.com/discussion/11921/signed-contract-should-be-a-trigger-for-automations There are so many applications I would this trigger for. Hope it gets added soon! Best, Team Acady
Read-only custom fields
We have custom field for persons in Pipedrive that indicate their subscription status in mailchimp. This field is automatically updated using the API. I wish I could mark the field as read-only for users so that it can only be updated using the API and not modified by accident by users.
connect Shopify with pipedrive
Hi Good afternoon, I was wondering if you guys could help me in the right direction. I'm trying to connect Shopify with Pipedrive. Now every time a new customer comes to my shopify website I have to put their data in Pipedrive by hand. I was wondering if you guys knew any programs that could help me with that. I've tried…
Automatic duplication of Notes
I often find that I write information in the Notes section of one Deal that is relevant to another Deal - it would be useful to have a 'copy' or 'duplicate' function that would automatically copy that Note to a second deal. Currently, I copy and paste it but if there was an option to attach the note to another deal this…
Grafico de pizza
hoje no gráfico de pizza quando passa de 13 opções diferentes ele começa a adicionar em outros, eu tenho varios segmentos de vendas e queria um grafico de pizza que aceitasse mais de 13 opçõa para que em outros ele só adicione o que realmente é de outros.
Project Map functions
Hi I woudlike to suggest the "Show on Map" function that is available in the deal list view is reflected to the projects list view. It would also be useful to have the instant map view option in the Project Details too.
Filters - Include/exclude filters or groups of expressions
We have several filters that need the ability to nest groups of expressions. For example, we have a filter that pulls all active clients based on an "end date" custom field in Deals. It works great. However, we cannot do the opposite - exclude that same list of customers from a filter because there is no way to exclude a…
Smart doc list View templates
Could you please add the list View in smart doc. The grid view with no preview makes no sense. Please take us on your way. Thanks for all the timesaving Features.
Sorting by Custom Fields for Contact Reports
It would be beneficial to include a feature that allows users to sort Contact Reports based on Custom Fields. Currently, it appears that sorting is limited to a set of predetermined fields. By allowing users to sort by their Custom Fields, users would be able to tailor their reports more specifically to their unique needs,…
Custom "Insert Field" in Email
Hi, I would like to write up a custom "insert field" for sending out emails via pipedrive. Not the same way that you can click on a data field and it inputs it, but rather it would be as if you are creating a template but rather it is just a field that can be added into a template. For example, if I was to send a list of…
Extended Delay Duration Limit for Automation
It would be greatly appreciated if the maximum duration limit for automation delays could be extended. The current limit (3 months) may not always accommodate the real-world timing of certain business processes. An increased delay limit would provide users with greater flexibility to align the system with their specific…
Automatic Attachment of Products to Deals when Importing from Excel
The ability to automatically attach products to deals when creating them via an Excel import would greatly improve the data import process. This would help users save time, improve data integrity and streamline the process of setting up deals, especially when dealing with a large number of products.
Project insights and analytics: cancellation reasons
We use our project pages to manage our active members (deals we have closed and converted to members). When a member cancels their account with us, we cancel their project in pipedrive. It would be helpful to have insights dedicated to project length and cancellation reasons. Ideally, we would like to be able to create…
Icon removal
How can i remove icons i don't want, such as mail and campaigns? I have no intention of upgrading, and would like the clutter removed.
FIELD TYPE - FILE
I have a need to keep certain documents for my customers (for example) Drivers License Signed Contract Insurance certificate Permit During the sales process I need to get all the info to make customer active The permit needs to be renewed on yearly basis My idea is to create a data field with type field FILE. I can attach…
Bulk add products to Deals
Can pipedrive add a feature that allows users to add products to deals in bulk edit mode? Currently, our only option for adding products to a group of deals is to update each individual record. Seems like a fairly easy step to add this ability. User selects deals that they would like to edit (add products to) In the "Bulk…
Building URL Links with Fields as variable - breaks with whitespace
Using the Organization Name I want to add a link to a custom field: Unfortunately that doesn't work when the Organization name contains a whitespace https://www.linkedin.com/sales/search/people?query=(spellCorrectionEnabled%3Atrue%2Ckeywords%3A$ORGANIZATION NAME)
Subfolders in Document Templates?
We have numerous templates that are used across various parts of the business, It will become a nightmare and very time consuming if the teams have to trawl though the mountains of templates to find the one they want rather than just clicking the subfolder of the department they need Is this something that we could look…
Make Deal Contact more visible or more prominent
I'm usually in a hurry when looking at deal records, and deal contact names sort of get lost in the Summary section in the sidebar. It would help me to have the contact name on the top of the page under the deal name where I could easily spot it no matter how the sidebar was scrolled. Another idea might be to change the…
Allow reordering or prioritizing of emails and phone numbers
I often have multiple emails for a contact, and PD defaults to the first in the list when sending an email. Thus, I am frequently having to manually copy/paste to shuffle the ordering so that a given contact's preferred email is the top one. It would be nice to be able to drag and drop the email addresses into the right…
Link existing deal to person from person view
I would like to be able to add a person as participant to an existing deal from within the person view. I.e. below "+ Add new deal" have a button "Link deal"
Default fields created by contact sync
When you start the contact synchronisation, fields are automatically created. For example, birthday, instant messenger or postal address. For various reasons, these fields often make no sense in the CRM and are just confusing. You can't remove them yourself and according to the support team, the colleagues from the…
Email Feed Navigation Up Down
Where did the UP and DOWN arrow go in the email thread? Wasn´t it easier to quickly go through unread email likes this? Now we have to go back on every email to the overview and then in again on new emails. Before it was possible to quickly go up or down. Will this come back? Or what was the idea of removing this feature :)
Merged: Email Templates: Easier Navigation and Archiving
This discussion has been merged.
Import/export chatbot configuration
A way to backup the chatbot configuration into a json or other format. Some chatbots can become really extensive and complex, and a way to store that information offline is welcome. A similar import feature can be handy to not only revert unwanted changes, but also keep the bot up-to-date, without the need of constant…
Organization label in details view of deals and people
If the label field is moved to a different place in the organization details view it later moves back to the bottom of the list on it own. this has happened twice now. The label field does allow for it to be moved when the reorder fields function is selected, it just doesn't stay where it is put for some reason. Would be…
Increase amount of contacts an email distribution can be made to >100
Hi, we send monthly emails to our clients and prospects that are more then 1000 emails. having to batch these each month to 100 each is very cumbersome and time consuming. any chance we can remove that limit? I hear sales force and others have been able to do so.. Best! Evelyne

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