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Improving Drafts inbox
Keep forgetting you've already drafted an email - or haven't yet sent it?? Yeah...me too! I'd like to suggest that the drafts box shows a count of how many draft emails are sitting in the drafts box - just like the inbox and outbox do - by numbering them in the blue circle.
Last Activity Date - For Notes Entered
I noticed that the updating notes on a contact/deal is not considered as an activity and thus the last activity date is not updated. I think, like a call, email action through Pipedrive is considered as an activity, the manually updated notes should also be an activity on a contact/deal. What does the rest of the community…
Identity Verification in Pipedrive
Hi there! I have been working with some businesses who need Identity Verification (E.g. passport, drivers licence) to be performed on their 'customers'. E.g. Crowd Funding platforms. Can't see any add-ons in the Pipedrive Marketplace that help with this, but it would seem to make a lot of sense? Does anyone else need…
Avoiding sales moving opportunities stage backwards.
Hello, I have detected quite a lot of opportunities that sales move backwards for reasons that are not aligned with the behaviors we want to have in the team. Is there any way to avoid a sales moving opportunities backwards in the funnel?. Thanks, Iván.
Include Activity Note field in automation
I enjoy much the Pipedrive automation that users within my company get an 'automated email' when an activity has been assigned to them, it is a very useful feature. If you can only add the 'Activity Note' field as an available field to add to an automation, would really help out. See the picture below, I can include only…
Sort by custom fields
I would love the functionality to sort my pipeline by custom fields I have created. As it stands right now we can only sort by pipedrive standard fields.
Prices per x units
Hey, i use pipedrive for a few weeks now and still discover features. But there is one thing i am missing: We specify our prices not per one unit but per 100 units (e.g. 13,30 € / 100 Pieces). This is pretty common in our industry and i wonder why pipedrive didnt support it until now. Or do i overlook something?
We need the Messaging page menu permissions to become configurable
Hi, I'd like to submit a business requirement to you, can you add a permission configuration switch to the 'Unassigned' and 'Assigned to other users' message lists, so that when they are turned off, they are visible to everyone. When turned off, only users with Pipedrive administrator role can see these two message lists.…
Automation button
I would really like an automation button in a deal or on a deal card. When I click the button it will trigger an automation or a predefined action that I assign to a button. e.g. the automation could be to send an email to a contact person, and it only triggers when I click the button. This a feature in Zoho and Keap
Net and gross price in products
Hi everyone, Currently, you can only store the gross price and tax in products. At the end you also get the total tax, but that was all. We would like to use the products to create contracts or other documents directly. Therefore, the net value is also very important for us. (...and I hope we are not alone with this…
Add ability to pull the child companies or related Organizations into a filter or report
Deal roll-up from Daughter Organisations to Parent Organisation?
We are a growing company and Related Organsiations is becoming a valuable feature, but nothing rolls up from the daughter organisations into the parent organisation Overview. This would be great at least for deals and meetings. Also being able to search for related organisations or all parent account would be useful for…
Have evewryone be able to view email activity from intrgration
It would be beneficial for all users of an account to view emails sent and posted on the activity section of an organization.
Won Reasons + multiple option lost reasons
We do have lost reasons. Nearly as interesting are WON reasons in the statistics. And I would allow multiple options instead of a single option. Lost (or Won) reason = "Competition" + "Competitor A" + "Price" + "Quality"
Email footer
We are having a problem in sending emails as it always say max 2MB is exceeded as we use an email footer? This is not allowing us sending emails direct from PIpedrive
Sort projects in pipeline view
Please add the sorting feature that is available for deals/leads in the pipeline view to projects too. Right now it seems that projects are added to pipeline phases in order of the creation date -- I cannot find any other way to view projects in one phase.
Merged: device limit.
This discussion has been merged.
Projects & Zapier
As Projects becomes more robust and we utilize more, this would save us even more time!
Merged: Date Based Triggers for Automations
This discussion has been merged.
Adding an email custom field type
Hello, I would like to suggest adding an email custom field type to the field type options of both contact and deal custom fields. This would allow us to store additional contact or deal email addresses other than the default pipedrive ones. This would also allow us to use those additional email addresses to send automated…
Filter Opened Emails
It would be really nice to be able to filter by emails that have been opened by recipients and then be able to do bulk follow ups to those specific people. Anyone else see this as something that could save a lot of time?
Invoice Integration - Creating Recurring Invoices (Quickbooks PipeDrive Integration)
Hey there, I want to emphasize a critical feature request that needs implementing. We need recurring invoicing integration ASAP with the Quickbooks PipDrive integration! Here's why it's absolutely necessary: Current invoice integration is useless for larger businesses: Currently, we can't set up recurring invoices through…
automations: sending e-mails during office hours.
Hello guys, Don't you think it would be very usefull if we could send emails from automations only in office hours. People don't like receiving emails from bots. Sending automatic e-mails during office hours would give the impression that the e-mail was sent by a human, which may encourage a potential customer to respond.…
Unlink single email not whole thread
Sometimes customers send new orders by using the Reply function and then they're editing the subject field. This causes that such email is being assigned to an old thread/deal and we're unable to unlink this single message from this old deal, because it's only possible to unlink a whole thread... Would be great to have an…
Dynamic sent from email address
A field should be made available where users can set the "sent from" email address during the setup of an email template. Particularly when the email template is part of a workflow automation - the email must be sent, for example, from the deal owners email address. It seems counter intuitive to have to create duplicate…
Feedback, need archive fonction for contacts
Hello, I am currently cleaning up our pd CRM. Here is my case example, I look into a company into our pd. We did project with someone but the person is no longer working into the company. I don't want that person to stay active but I don't want to lose tack of the past exchanges on projects. There should be a way to make…
Creation Contact Relationships
Make the contact linkable to another contact, such as parent and child, or brother and sister. Allows us to maintain the relationship between contacts, engage various contacts together etc. Currently I add child 1 or child 2 to the contact, then go to child 1, and in custom field parent 1 add the parent contact (field is…
[Feature request] Additional fields in Email templates and Workflow automation Send email action
Hello, it would be great to have a few additional fields for inserting in email templates. For the start: * The ID of the Deal - could be for example used in the subject line of an e-mail; * The URL (link) to the deal - so it can be inserted as a link. There are already a lot more (than in Email templates) fields available…
Ability to change the owner of all assets belonging to one user at once
Upon trying to deactivate a user, you are presented with a summary of what they own (how many deals, activities, etc). Unfortunately, there is no easy way to reassign them, and using filters to find matching numbers of at least activities proves very difficult. I request that the functionality be added to easily reassign…
Ability/Authority to Unlink & Link Emails by Administrators
The biggest bug I have experienced with Pipedrive is the auto-linking of emails to incorrect Deals. I fully understand why and how Pipedrive links emails to Deals, and why and how it might accidentally link an email to the wrong Deal (which happens a lot for me!). The big issue is the ability/authority to Unlink an email…

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