Submitted

Shared deals
At this time, there isn't a way for a single deal to show up in multiple users' pipeline totals (transaction amount, total # of deals, etc). As a company that co-brokers a lot of deals internally, it would be tremendously helpful if one user could create a deal and then share the deal with another user while each user's…
Marketplace: Free isn't Free
The marketplace has apps that are labelled as free when they have a 14 day free trial... But they're certainly not free. Maybe worth adding a Free Trial tag instead of Free. In the image attached, the first Facebook App is free but the others cost USD 60 per month. This is an easy example but there are many others that…
How do I create a unique URL inside of an email template using deal ID or some other reference?
Hi Pipedrive Community, I am trying to create a unique URL inside of an email template that contains the deal ID or some other unique ID. From others I have taken the approach of having it start as plain text and when it sends it will become a link. (Although even this workaround may not work in all email clients) I can…
Product Images
Most of the people who are providing products, not services want Images, it would be really beneficial if we can upload images that we can see, not just a file name. Product = Image Sometimes someone is asking you about something specific and you need to see actual images not download then view them.
Permissions to Marketplace
I'm with a mature startup and by policy we comply with regulations regarding company that are publicly traded. So we carefully control the installation of software on our users computers. And that would include software installed via PipeDrive marketplace. So my request is that we can turn off the MarketPlace option…
Trigger an event after an email is sent
I can't see how to do this, so I'm assuming Pipedrive doesn't support it. I want to trigger an event after a specific template email is sent. For example, I send the "welcome to xx product" email and it automatically changes the organisation label to customer and sets a follow up activity 1 week later. So, the trigger type…
Pipeline deal cards
Allow the option to display how many days the deal card has been in it's current stage. In the bottom right hand corner maybe. This shouldn't count toward the existing limitation of how many items can be displayed on the deal card.
Label Field in Email template
Is it not possible to use the Label fields in email templates or am I missing something? If thats the case are there plans in the future to allow the use of Label values in email templates?
Configurable Deal Cards??
On the deal cards in pipeline view, you can see the title, value, owner, organization in the little card. It would be great to be able to configure this view to add a due date or next activity date etc. to this view so I can see critical info at a glance.
Relational Fields
It would be great to have relational fields that only display when a core field is filled with a certain answer. For example: Field 1 is Business Type with Single Option Select of End User, Partner, etc If Partner is selected additional fields 1a and 1b would display for additional information e.g. Accreditations and…
Subject Filter on Activity Insights
Hi, Just explored the activity insights and found that I couldn't find the "subject" filter. Would it be possible to add this filter to it? Thanks in advance Best regards Rizky
Person custom fields only visible on specific pipelines/stages
Hi I'd like the ability to hide/show Person custom fields on a per Pipeline basis case please. An example use case is as a mortgage broker, I have seseparateipelines for mortgages and insurance. So I have a bunch of insurance-specific Person custom fields which currently also are visible in the Mortgage pipeline,…
Possible small bug
I uploaded a pdf to a deal record and the number that usually tracks the number of files associated with that record did not update. The contact and company record did update showing that 1 file was associated with the records. At the time I uploaded the file to the deal the deal was set as lost. I did try reopening the…
New Email Inbox - adjust column widths
In the redesigned Email Inbox, the column for the email subject is very wide, but the column for the associated Deal record is very narrow. Many of our Deal names begin with 'University of...' so it is now impossible to tell which Deal an email thread belongs to at a glance. Please give us a way to display more of the Deal…
Automatically send out dashboard/reports on a scheduled basis
Hi, I've produced several dashboards and reports that I need to send around the business on a semi-regular basis, or to external stakeholders. I'd like to have Pipedrive do that for me, for example, sharing our 'Key Metrics' dashboard as a pdf every Friday morning at 9am. A simple email subscription would probably be fine…
Won + open subscription revenue deals feeding into revenue forecasting
Our company has the ambition to build a recurring revenue base. The first subscription-based agreement was signed in August and there is a pipeline of open deals, all with monthly revenue. Deals are typically generated in USD and EUR, whilst our local and reporting currency is NOK. We have therefore looked into the…
Fix Fields
Hide Fields or Delete fields that are required by Pipedrive. We only want to see the fields we need to see. This saves would save us a LOT of time. We only need to see what we need to see. There is no reason to clutter the screen with those Pipedrive required fields.
Manage country for Contacts as a code not as a text
In Pipedrive, "Country of address" is a kind of magic field that is filled automatically by Google when your type the address or when you import contacts. If you use Pipedrive with the UI in French, the country field is filled in French. If your UI is in english, the field is filled in English. So you have some contacts…
Average revenue from deals
I was speaking with the support team about insights and how to build reports. I informed that I am wanting to build a report to show average deal revenue, per month, but was told that Pipedrive does not have this functionality and that it has been a regular request. Is this something that the DEV team will build? Kind…
Person/lead option in Insights
The insights option is very powerful and useful. It offers 3 entities for reporting and gaining insights. However, there are two entities that is missing in our opinion. It would be very useful to have Persons and Leads added to the list of options to generate a report on. This could provide companies with so much more…
Email to task
Hello, I believe this function is highly indispensable! convert any email received, to a tasks, for me and others person of team Please, insert this in the next future beta! I hope..thanks
Text Formula Fields
It s great that we now have formulas for numeric and monetary fields. I would like to be able to use formulas for text fields, to concatenate strings and build URLs. My motivation for this request is the following: Let's say, I want to see if company x has linkedIn ads. And I have stored their linkedIn Url in Pipedrive. I…
Incoming Email as Trigger to automation
I would like incoming email as trigger to an automation. I.e. if it has been assigned to a deal, share it within the organization or create an activity.
Allow mails and activities to be assigned to projects and deals
As of now, one needs to choose between assigning a mail or an activity to a project or a deal. However, often it would be great to have a mail or activity both being visible in a project and the corresponding deal.
Ongoing unresolved issue
I have had this ongoing problem with records being shown as Hidden in the merge duplicates section. The case has been closed out by customer support at least twice and it is currently back open for the 3rd, possibly 4th time. It seems to get closed out by customer support randomly. This is not usual for pipedrive support.…
how can I forward an email to pipedrive (automation) and generate a deal/lead in pipedrive
how can I forward an email to pipedrive (automation) and generate a deal/lead in pipedrive
Email Reading Pane
Hi , in Outlook there is a feature called "reading pane" which allows you to see the content in an email without opening it - is there an option like that in PD? also, is it possible when you do open an email , for it to pop out or at least open in a new tab?
Merged: Workflows to have CONDITIONAL workflows (avoid multiple workflows)
This discussion has been merged.
Archiving Contacts
Instead of deleting a contact, can we archive the contact? I do not want to transfer all their data to a new contact. We work on capital projects that take months to years to close. Contacts can come and over from the companies we are working with, and it would be nice to still keep all their data (emails especially,…
Custom sender name
Clients respond more positively to personalized emails. Saying that it would be helpful to be able to adjust the name of the sender in campaigns according to the owner of the contact the email campaign is sent to. This way, it would seem like the email was sent by the salesperson directly instead of appearing like just…

Submitted

Discussion List