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Email Tracking - Better tracking system
We need a better way to track email opens through Pipedrive. We need a good Pipedrive chrome extension like they have on Hubspot. It would make it so much easier to send trackable emails. And the Pipedrive mobile app should send notifications when the email is opened as well.
Reporting or filter view for Lost Reason Comments
Would love to have the ability to see Lost Reason Comments alongside the Lost Reason. Lost Reason becomes a detail field in the deal record when a deal is marked as lost, but the comments become a note. It would be great to see them side-by-side for the purpose of reporting/insights. As of now, there's no way to see the…
Email didn't link to a deal
For a variety of reasons emails seem to not get linked to deals (one example: salesman had already emailed the customer before creating the deal). Feature suggestion: Have the ability from the deal page to "search for emails" (Ideally search through all of the deal owner's emails or at least search through his emails to…
Looking for advice on accounts software integration? Quickbooks, Xero, Sage, Other?
Currently using quickbooks but would be willing to change accounting software if integrations are not the best with this software. Looking for an accounting software that Pipedrive can feed all contact (for 'won' deals that end in an invoice) & sales information (invoices) through too. It would be useful if the accounting…
Using smart contact data for better workflows and efficiency.
Smart contact data seems very disconnected!. It would be great if there is an option to use the smart contact data that we get from an email or website. a few use cases are- * Create an organization from smart data captured using a person's email address * Use this data to update standard and custom fields on person and…
Workflow automations not working for imported deals
I am setting up Pipedrive and testing everything out. I have created a number of workflow automations which are working correctly for manually added deals. However, when I import numerous deals the automations are not triggered. How can I get workflow automations to be triggered for imported deals?
No Ctrl-Enter???
Good evening everyone! I am so surprised that you still can't press ctrl-enter to save whatever screen you're on. Whether it's a new deal or an activity. You have to take your hands off the keyboard and go get the mouse, position it, and click. Every other software I use online accepts a ctrl-click and it saves me tons of…
10+ formulas to add to deals
Hi, We've recently been testing the application of formulas to our deals. This would very efficient for us, as it allows us to generate an offer in a few minutes, where the values in our template are calculated automatically. However, the limit of 5 formulas turns out to be too little for us to get an effective result. As…
Web form notification
Hi product team, the notification function is available just for the total form, what happened in case I need to notify just from an item from a drop down field? If you select from a list of depts (HR, Financial, Support, etc) the system should send the notification just to that person (user or not) associated to that…
Email Un-Send Feature
Hi Pipedrive team! I love the email function within Pipedrive and how it connects to all my activities. There is one feature, however, that is missing that is currently available in Outlook/Gmail. The ability to "un-send" and email within a select window of time after hitting send. Both Gmail and Outlook have it set up…
Product fields in email templates
This would save us a lot of time because we have 30+ products we sell where we use a very similar welcome template that would be better if we could customise it with product fields.
attachment directly from pipedrive deal log to e-mails
i would like to have a feature where i could add attachments to an e-mail directly from pipedrive deal log. Our work flow has been built up like that, one person is making an offer and uploading a PDF into pipedrive and the second one is sending it to the client. And asking client feedback, i would also like to add a PDF…
Add the ability to measure conversion when converting a lead into a deal, and during further passage
The fact is that we (I think not only us) need to understand at what stage of the client’s passage through the funnel we lose him. To do this, it would be nice to see the conversion (in quantity and %) when clients move through different stages of the funnel from one to another. How many leads are created, how many of them…
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…

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