Submitted

Merged: @Tagging on an Activity
This discussion has been merged.
Gantt Chart View & Client Maintenance Option
Hi, is there any chance that a Gantt Chart view or similar long term project planning visualisation tool will be available soon. Currently, to get that feature I would have to use Asana which, as Pipedrive Projects and Asana have overlapping features would mean that I would rather not use Pipedrive Projects and simply link…
Workflow Automations: Specify Different Email Sender
At present, email actions run through workflow automations exclusively send from the linked email account of the automation owner; this limits the capability to leverage automatic emails to leads and prospects, since Pipedrive administrators generally manage these automations, and would not be the desired contact for…
Permission for non-admin-users to edit email templates
Please add an optional permission to non-admin user groups to enable them to edit shared email templates. We are working with many templates throughout the team and only the admin users can change them. The other users can only edit the templates they own. Unfortunately, there is no option in the user groups permissions to…
Adding months to the Automation for lost deals
Please add months to the automation for lost deals. At the moment I only can send a mail for 90 days after a deal is lost. It would be great upgrade this to 6 months. This more realistic in B2B cases.
View-only Accounts
We'd like to have the ability to create view-only accounts. These accounts would let us give view-only access to our employees to help us promote a more transparent sales process inside our company.
Contact Cards for referrals
I very often need to refer trades, consultants, and professionals to others. To do this currently I need to copy and paste everything from Pipedrive contacts into the email (name, phone number, email, business name, etc...) It would be very handy if each contact could have a card that we could forward to the client with a…
Inactivate Email Automation:
When sending out bulk emails (or one by one, for that matter), it seems there should be an easy way for Pipedrive to know when bouncebacks come in, and to be able to update a contact's email to reflect that A: they are out of office, or B: it's undeliverable permanently, especially if they don't work there anymore. Anyone…
iPhone App Usage
My team and I rely heavily on the app. It has been amazing for us since we started using it. A few things to add that would be helpful. the ability to change the name of a photo or document from the APp. sharing or adding photos/documents straight to the app
Trigger automations on Tasks completed in Projects and Zapier Integration
It would be great to be able to trigger an automation on a task and/or subtask being completed inside Projects Module. Also, it would be great to have Zapier integrations for Projects.
Merge Duplicates Functionality Proposed Improvement
New to the Pipedrive Community and found a proposed functionality improvement that the team here at TurnSignl would greatly value. Two things could be added to the 'Merge Duplicates' functionality that could great improve user experience. 1) Adding a 'Merge All' button 2) Allowing users to customize the fields that are…
Emails sent to clients as a report
As a report I believe emails sent is useless as it incorporates internal emails however, emails sent to clients (i.e. any email sent from an account holder to any email in pipedrive) would allow us to evaluate output of our sales team and give us a performance metric of value.
Merging Duplicates
The merging duplicates page has a couple of quirks that make it less functional for larger data sets. * The merged duplicates show up at the top of the list. This is fine for the one off duplication merging, but when something like a bad sync creates a large volume of dupes, after merging for a while, the engine appears to…
Please Enable The Ability to Indent With the Tab Key!!!
It is VERY irritating that we can no longer use the TAB key to indent bullets to the right!!! Having to click the "indent" icon in the editor to indent is a pain in the ass. Pipedrive used to be able to move/indent a bullet to the right by hitting the tab key! This capability was disabled months ago when you rolled out a…
Link emails manually from organisation/deal/person
Emails are still the issue in pipedrive. When you automatically sync your gmail, it happens, that they are sometimes assigned to the wrong person/organisation/deal - especially if you send emails with the same subject and add someone from your company as cc - pipedrive this consider as the same thread. It would be nice to…
Privacy checkbox for webforms with html-link
Hi there, in order to be save with GDPR and general privacy laws we need to add a checkbox with a link to our Privacy Policy before the send button in webforms. I tried several workarounds and talked to Pipedrive support, but it seems there is no legal solution at the moment to get an opt-in by the user and directly link…
webhook: products in deal
Is it possible to add an additional type of webhook that will send the updated content of the products in the deal. I need to set up the transfer of information about products added to a deal to my system and I would not like to regularly poll the API endpoint GET /v1/deals/{id}/products
Allow for a product in the deal to be used as a variable
Allow for a product in the deal to be used as a variable within automated email. Right now there is no way to send an email with the product list from a deal. The product list as a variable is allowed for a document template but not in here.
ADD Taxes into the total amount of the deal
If I select a product with tax included in my products, the tax appears to be included, but the partial and total amount always remains the same! In this way, every single value of the deal will be wrong because the taxes are not correctly marked in the total. In this case the amounts of the products must necessarily be…
show me the zip!!
Please show the zip code in the address field. It's a chore to search the same address in Google just for the zip code.
More fields available for report building in Insights
I would appreciate the ability to have more fields available from Activities, Deals, and Products for report building. The limited options makes it extremely difficult for me to build the reports I need. Thanks.
Feature request: 'rotting days' to count only working days
At the moment, the pipeline counts weekends. Meaning if a deal is made on Mon 1st and doesn't move for 7 normal days, it will rot on Sunday 7th. However, it would make more sense for our business if it begins to rot on Tues 9th (7 working days vs 7 normal days).
Participants on emails?
I've been asked a few times about this and I'm not sure if there is a work around or not. When an email is created from within a deal, the participants need to be included in the email. This obviously comes with some dangers and if this was being developed as an enhancement I would be asking a question at the start of the…
Unique Identifying Job Number for all new Deals and Projects
Hi all, my organisation has previously requested that Pipedrive add a section for job numbers. We assign a job number to every new client that follows them through our sales, installation and after care service. We're currently using an alternate software to create that job number but it would help us a lot if Pipedrive…
Create automatic activities in relation to once created
I want to be able to set an activity for a meeting and have pipedrive automatically create a second activity following the first one for admin time. Automations currently don't allow this to work.
Automation Frequency Limit should match API Rate Limit
I'm using the API to post deals to Pipedrive; I've tuned my queue concurrency so it's below API rate limit. This is working great. But then I found that Automations have a lower rate limit and some of my automations are "stopped due to frequency limits". My automations are very simple, just business rules (if deal title…
Projects needs a tighter integration into the Pipedrive
Projects working fairly well, but would like to see a tighter integration into the core Pipedrive. For example: When you mark a deal as won and create a project using a template, the deal is linked to the project. However, the deal does not make it down to an activity that is created as part of the project. Nor can the…
Auto fill fields from an activity date and time
To help with streamlining processes I want to see Pipedrive implement an autofill feature. When an activity is created whether manually or from an automation. I want it to be able to fill out specific fields i.e. date and time. pulling the data from the activity. Then we can send out auto generated email such as…
Adding Products to Leads (so that it aligns with Deals better!)
It is currently not possible to add Products to Leads, which seems strange to me as Leads become Deals and Products are integral in Deals. For our company, when we identify a possible "Lead" or opportunity, it is identifying somebody who might be interested to buy a Product, so having the Product connected to the Lead is…
Could we have more colors for labels?
We feel pretty limited with the few colors :)

Submitted

Discussion List