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Bulk add products to Deals
Can pipedrive add a feature that allows users to add products to deals in bulk edit mode? Currently, our only option for adding products to a group of deals is to update each individual record. Seems like a fairly easy step to add this ability. User selects deals that they would like to edit (add products to) In the "Bulk…
Building URL Links with Fields as variable - breaks with whitespace
Using the Organization Name I want to add a link to a custom field: Unfortunately that doesn't work when the Organization name contains a whitespace https://www.linkedin.com/sales/search/people?query=(spellCorrectionEnabled%3Atrue%2Ckeywords%3A$ORGANIZATION NAME)
Subfolders in Document Templates?
We have numerous templates that are used across various parts of the business, It will become a nightmare and very time consuming if the teams have to trawl though the mountains of templates to find the one they want rather than just clicking the subfolder of the department they need Is this something that we could look…
Make Deal Contact more visible or more prominent
I'm usually in a hurry when looking at deal records, and deal contact names sort of get lost in the Summary section in the sidebar. It would help me to have the contact name on the top of the page under the deal name where I could easily spot it no matter how the sidebar was scrolled. Another idea might be to change the…
Allow reordering or prioritizing of emails and phone numbers
I often have multiple emails for a contact, and PD defaults to the first in the list when sending an email. Thus, I am frequently having to manually copy/paste to shuffle the ordering so that a given contact's preferred email is the top one. It would be nice to be able to drag and drop the email addresses into the right…
Link existing deal to person from person view
I would like to be able to add a person as participant to an existing deal from within the person view. I.e. below "+ Add new deal" have a button "Link deal"
Email Feed Navigation Up Down
Where did the UP and DOWN arrow go in the email thread? Wasn´t it easier to quickly go through unread email likes this? Now we have to go back on every email to the overview and then in again on new emails. Before it was possible to quickly go up or down. Will this come back? Or what was the idea of removing this feature :)
Merged: Email Templates: Easier Navigation and Archiving
This discussion has been merged.
Import/export chatbot configuration
A way to backup the chatbot configuration into a json or other format. Some chatbots can become really extensive and complex, and a way to store that information offline is welcome. A similar import feature can be handy to not only revert unwanted changes, but also keep the bot up-to-date, without the need of constant…
Organization label in details view of deals and people
If the label field is moved to a different place in the organization details view it later moves back to the bottom of the list on it own. this has happened twice now. The label field does allow for it to be moved when the reorder fields function is selected, it just doesn't stay where it is put for some reason. Would be…
Increase amount of contacts an email distribution can be made to >100
Hi, we send monthly emails to our clients and prospects that are more then 1000 emails. having to batch these each month to 100 each is very cumbersome and time consuming. any chance we can remove that limit? I hear sales force and others have been able to do so.. Best! Evelyne
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…
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?

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