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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…
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 integration
As Projects becomes more robust and we utilize more, this would save us even more time!
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…
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…
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…
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
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…

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