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Products to deals with Direct cost / gross margin
It seems odd, that there is an option (when adding new products) to set the "Direct cost", but that cost is not shown when adding products to a deal, for calculating the gross margin. That could end up in situations where the sales agent is selling the product with a discount, that is more than the cost of the product.…
Advanced Email Search
I am sorry but whatever PD tried to launch today was so awful it made me question two things Has a PD competitor compromised their dev team are they in charge of what is being launched to the community How can you replace a search email feature with a label feature that you need to go into each email individually and only…
Apple Carplay/car friendly Pipedrive
I am curious if there is any option to link pipedrive to apple carplay ? I need to make many calls during the day and want to make use of the time in te car to be more efficient. Is there a plan to make something that can show your activities/calls to be made on a list that you could bang out a number of calls, check them…
Syncbot and Mailchimp Tags
I have been experimenting with the new Syncbot that allows better Pipedrive / Mailchimp integration, and while I love that I don't need to export contacts from pipedrive and into mailchimp, a downside of syncbot is that it doesn't allow for further tagging within mailchimp. You can filter who you want to send to Mailchimp,…
Allow viewing automations owned by all users and/or a team
Currently, I have to toggle between (at least) those automations owned by me and those owned by all others. It would be nice if I could see them ALL, or perhaps those owned by a team. I recently had an issue where another user had created an automation that was built in such a way that it created a "loop" between it and…
How to retain contacts history when they move to another organisation
We had a problem when a contact shifted from one organisation to another whom we also deal with, and we needed to retain the email history and notes associated with that person. If you delete the contact person when the leave you lose the history and if you change their email (if they shift to another organisation) you…
Quick Links between Contacts/Deals and Automations
I would like to make a request to add some sort of linking between contacts/deals and any automations associated with those contacts/deals. Currently the only way I see how is to look at the date/time the automation was created and then sort and filter my contacts/deals to find it. I had an issue with an automation (my own…
Automate Marketing Status as subscribed
There should be an ability for webforms to import new contacts and autosubscribe them. Otherwise, campaigns is useless.
Contacts timeline
Hi Everybody, would it be possible to have more than 12 months in the "Contacts timeline" ? Kind regards, Maureen
Automation for Email Activity once email syncs
I would like to have an automation once an email syncs to a contact, lead or organization to automatically create an email activity
Smart Contact Data Info Analysis
Hi, would love to be able to use the Smart Contact Data Info strategically, and have the capacity to use in filter views as well as the insights tab. Would also be nice if you could bulk update the smart contact data to be visible for organizations instead of having to go through each org and turn it on.
Add all Deal Participants to email with one click of button?
Hello Community, A lot of our communications with clients are either with individuals or in groups. One feature I would really like is: Imagine your email conversations constantly changes between your main contact and a wider group of people (= deal participants). Yes we can directly reply to all once we received an email.…
Add deal participants | Show or search for organization
When searching for deal participants I would like to see the people that are in that organziation. Or at least type the name of the organization and then see the list of people that are in it. Reason being, I often don't know every name by heart but I can select them from a shortlist (i.e. the contacts within the same…
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.
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…

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