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beeing able to Cc other users
You should never create a contact (person) of yourself or other users or colleagues. This would cause dangerous situations because of the email sync. But this is not the topic of this suggestion. I would still like to Cc other users in emails without typing the entire email address. Other users should automatically be…
Modify the colors of lost deals in the sales funnel to light red for better visualization
Tip: Modify the colors of lost deals in the sales funnel to light red for better visualization (just as earned deals are visible through light green)? I really believe it would make it much easier to visualize the deals in a sales funnel.
Capital letter in CUSTOM FIELDS
Hi PD developer team, would be nice to have an option to define text fields (not drop down or multiple option) to be save with Capital Letter, you can write "demotest" or "DeMOtESt" or whatever you want, at the end should show "DEMOTEST". Many users write person or company names as they want and databases are a totally…
Required Fields at unique Stages for Organizations
Our Landscape company uses custom fields in the Organization to populate billing information once a job is awarded. At the WON stage is when we would populate those fields. Currently there is no option to set required fields within an organization other than at the time of setting up the organization. We use Pipedrive's…
Flagging/Labeling of emails
It would be great if you could flag or label emails. If you communicate a lot with your customer, it is really hard to find the important information in the deal history, especially if you search in deals from colleagues. I can find my own mail in GMail, but if I don't have access to the mailbox, it's almost impossible to…
Suggestion: Show percentage in a pie chart
This is what we saw for a pie chart in Pipedrive Insight Report. As a pie chart is divided into slices to illustrate numerical proportion, we usually expect to see each percentage instead of the actual number. For example, the above graph shows three slices: * PartnerLeads: 3 out of 6, which is 50% * Ted Youn: 2 out of 6,…
Activity Visibility Problems
We have notes and pictures that we enter into most of the activities we create, and it seems like a lot of our pictures are to large to be hidden in the notes. They're too small to use the "minimize" arrows in the top, meaning they can't be hidden, but large enough that they take up a lot of space in lead history. Is there…
Customer / Account Management in PD
Hi there PD is a great tool for driving sales - but it still really lacks the capabilities for Account Management after the sale is done, in order to be considered as a full fletched CRM. Is there any plan to add a "Customers" tab, similar to what you have done with "Leads" (which will be usable once email integration and…
Spark API
We would love it if you could create some integration with the Spark mail app. (Like Missive did, Spark is much better for our firm's needs.) Thank you!
Dynamic Attachments
We are using Pipedrive automations for communicate clients about servicing process, means that depends on stage it should send an email with PIX or bank billet information. The problem is that we can't attach a PDF or image dynamically with a QRcode for example once it is only possible to create templates with dynamic text…
Commission
Trying to find an easier way to figure commission than what I am doing now. We do not have our accounting system integrated. Right now I am looking at reports for the sale person and then typing everything in an excel sheet. I am sure there is an easier way to do this that I just can't think of . Please help!
Email Design Options: ability to change fonts, size, colors
Are there any plans to be able to customize the look of emails? Fonts, size, colors, aliment etc.? Id like to be able to keep my company branding uniform, but also be able to add "character" to my messaging.
"Merge duplicates" algorithm is flawed and needs improvement
I have tons of duplicates on pipedrive because pipedrive is not very good at detecting duplicates based on the phone number. For example, pipedrive won't recognise two duplicates (with the same name) if their phone numbers are written in two different ways: 08 52 78 94 56 and 0852789456 (without space), or 08 52 78 94 56…
Duplication's feature improvement request
Any likelihood of developing the duplicate contacts/companies feature to perform "fuzzy" searches and/or for the user to define which fields PD looks for duplicates?
E-mail Scheduler and Multiple people booking the same time slot in calendar
The e-mail scheduler feature - to choose a time when the e-mail is going to be sent, would be very helpful. This is for replying to one-off prospects from campaign but abiding to their timezone. The second feature i would like to use for scheduling webinars where multiple people need to click and schedule the same time…
Possibility to add external web link to Pipedrive users
I would like to have the possibility to add external web link to Pipedrive users to reach gamification scoreborads for each user.
Sort contacts by last name rather than first name in alphabetical menu in contacts tab.
Video link explaining what I mean. :)
Merged: Automating campaign subscription for new persons?
This discussion has been merged.
Use "Bulk Edit" to Create Activities Against Organisations or Contacts
I would love to have the ability to select multiple Organisations or Contacts & then use Bulk Editing to create an Activity again each of those selected items. Can this be done? Are there any plans to enable this?
Add the name of the automation in the changelog
Hi at our company, automation is being used more and more. Unfortunately, this also means that there is always an automation that starts up when a process is wrong. To find and fix this automation is a pain. Mainly the search is the problem especially when there are several people creating automations. My suggestion now…
Merged: Bulk add activities to deals
This discussion has been merged.
Bulk add activities to deals in list view
Hi ! To bulk add activities to deals I currently have to export an excel and then re-import. The alternative would be creating an automation with a data field. Both of these seem like work arounds and can be time consuming. It would be great if when filtering deals using the list view, I could add an activity similar to…
Better document/photo/files management.
I would love to be able to upload all of our project photos and documents and have them accessible via pipedrive. Currently we use the deal number that pipedrive creates as folder on google drive. If upload via pipedrive all the files just go into one folder and there's no way to sort through them other than through…
Search functionality for finding workflow automations
New Feature Request: I have a lot of automations setup. There has to be a search field to quickly find the relevant one that i'm looking to edit. it is very problematic to scroll through them all and try to find the right now.
Share activity notes in slack
We share meeting results in our company both in Pipedrive and in slack. Since we don't want to duplicate content, we write meeting notes in Pipedrive and then share them in Slack in a specific channel. Currently, there is no option to just share a link to an activity which is why we started to take screenshots of the…
Send direct message via teams integration
Hi, I have created a workflow using the templete (MS Teams) for "Every time a deal is moved to a new stage, create an activity and send an email" I have one final step in this workflow which is the "Send direct message" via teams. For some reason its sending the message directly to me (creator of the workflow) and not the…
Who here Needs a Gantt chart for their Projects with in deals? A way for each project to have its ow
Who here Needs a Gantt chart for their Projects with in deals? A way for each project to have its own Gantt chart but then also all projects in the deals could flow to a the MAIN Gantt chart which could be in the Calendar area and you could get a quick overview of all deals slash projects timeframes and what's overlapping…
New App suggestion; activity snooze
It would be great to use snooze buttons on the app alhough there is a prompt once you click that the task has been complete in the activity section, it can be time consuming when selecting times and dates A great feature I think would be to use a swipe to automatically snooze with a prompt suggesting different times…
Command + Return as Shortcut to send a Mail
In most mail programs and ticketing software, Command + Return is the shortcut to send the mail that you are writing. It would be handy to have that in Pipedrive, too.
Calculate the Stage Duration in Pipeline
Is there a way to calculate the duration not depending on the dates? as the stage can be changed a couple of times, Instead, calculate depending on the duration the deal has stayed in that stage, Example: the deal is currently in the Pending stage and has been for 5 Days, somehow it was changed to the Paused stage and…

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