Submitted

Custom sections
It would be great to have the option to add custom sections which can be expanded/collapsed for the different record types. Adding lots of custom fields to a Person record can get extremely busy and not all fields are relevant for each user.
Enable organisation email link with deals and stop automatic contact person generation through smart
Recently, I noticed that when manually linking a deal to an email message, Pipedrive creates a contact person based on the email address if no contact person is associated with the deal. However, an organisation (with an email address) was linked to the deal. Mostly, this happens when I don't have a contact person for a…
Forecast on signed and "open" Recurring Revenue
There are a lot of postings on this topic. But I do not give up hope that one day this will work properly. Both we and a lot of our customers would need a basic forecast report on recurring revenues. It should give an overview over signed recurring revenue and a forecasted MRR according to the weightened revenue of open…
There is no really clever revenue forecast
Hello guys, so one of my main goals by using Pipedrive was to get more insights into how much we're going to make in a future months. So we've create a deal pipeline, add there stages, for every stage we've got probability, for every deal we've got set up a Billing plan (so if the deal is one time payment (and if so, when)…
Product name in filter columns
We would like to export deals table including also product names associated to deals. There is only product amount and value. Thank you Lukas Hala
How can I check if workflow automation has worked?
How can I check if workflow automation has worked? I have set up so an introduction email is sent to all newly created contacts, however I can't find a way to check an email has been sent, so I am tempted to manually send an email with the possibility of them receiving 2 identical emails.
Is there a way that PD calculates a commission
Is there a way that PD calculates a commission, let's say of 5% on every won sale??
Is there a way to SCHEDULE a single email yet?
Is there a way to SCHEDULE a single email yet?
Gestão/cálculo de Comissões de Venda
Olá, bom dia! Gostaria de saber se alguém de alguma forma alguém realiza a gestão de comissões no Pipedrive ou alguma Integração... E também sugerir para que fosse incluída uma sessão onde podemos incluir um calculo personalizado para gerar o rastreio/andamento das comissões de acordo com os negócios ganhos. Abs a todos!
How to measure time in seconds from lead-in to outbound sales call
What would the best way to measure time (seconds) it takes us to reach a lead via call once this lead applied for our service? I assume it should be something related to the activity. E.g. duration between an activity got created and the call was logged? Is there a standard, Pipedrive way of doing this? Thanks!
Adding a "Copy" button for data fields
Pipedrive should add a "copy" button beside the contact/organization fields, so that users could easily copy the content without having to click on the "Edit" icon and then copy the content.
add webhook event for leads
need to be able to capture lead updates
Smartdocs File Naming
It would be great if templates could be given basic naming conventions to save manually renaming every file we create. Currently it gets: [customer name] [date] [time]. We would like to automatically name the file as: [template name] [customer name] or [template name] [job number] or (specified default value) [customer…
multiple labels in a deal
Is it possible to attach multiple labels to a given deal?
Missing images in Smart docs / Sales docs
Pipedrive in combination with the Google Suite/ Works link and in relation to Smart docs / Sales docs. I notice that when you create the document everything is neatly displayed, but when you have sent it you are missing the images in the document as well the image in the header. The image in the header is visible on the…
Need to be able to change the formatting of how your currency appears
Being an Australian company, we only deal in Australian dollars. This means that Pipedrive shows up all our currency values as "AUD100" instead of "$100", the latter of which would be more comfortable since that's how we show currency. I imagine this is similar for other companies that use what America would consider…
Mention deal
It is great that I can mention someone in a note of a deal. It would be very helpfull to have an option to also mention a deal in a note or anywhere in the text fields.
Is there a way to create Leads through an API endpoint ?
We would like to create some leads in PipeDrive by sending the information through an APi endpoint. Is it possible without using a spreadsheet or Zapier and Facebook Together?
If / then for custom fields
Hi, it would be great to have an if / then function for custom fields and labels I mark my contacts as clients and suppliers and I need different information and custom fields for those contacts. So it would be great to have a function like "if organisation has label client then make custom field A selectable" and "if…
Reporting basing on Organization in Insights
I am looking to create a goal based on customers onboarded but you don't seem to be able to report based on Organization in Insights. Does anyone else have this problems?
Enable "rotting deals" with insights
I would like to have a report option that shows "rotting deals" with insights so I can add this important metric into our holistic dashboards. Any plans on this?
Email Tracking across Team
My team needs to see email tracking across the company. We can only see individual tracking from accounts. We really need to see tracking across the company or we don't need to have multiple accounts.
Collapse Custom fields even though they are filled with details.
Hi Pipedrive I have created costum fields which i would like to collapse even though they are filled, but this is not possible. I would really love if you could make it possible to collapse fields, even though they are filled.
Editing Probability in List View
All of our Pipelines/Deals have deal-specific probabilities enabled, but unfortunately they can't be edited in the list view - you have to open each deal individually to make updates. This is incredibly time-consuming as we try to adjust probabilities over time. Can this feature be added? Is anyone aware of a workaround…
Correct image scaling in Notes
Images are not being scales in notes. It would be much more useful, if the images would just scale to the width of the note. Also, when larger images are contained in a note, the note does not fold correctly (see screenshots attached).
How to view current customers products details in Organization view
My business specialize in selling office equipments such as MFP & printer devices + IT services. We currently have over 1500 customers (organizations) with over 3500 devices (products) that are either sold or on lease agreement and with an active service agreement. I was able to import under the « product » list in…
Priority field for Activities (or creating a custom field for Activities)
When in the Activity 'view'/'screen', it would be incredibly useful for us to be able to have a Priority field. Eg. P1, P2, P3 - for Activities - to then also be able to sort by this field. We have set this up in the Deal List view using a custom field. But it would be extremely helpful for the Activities, and I'm…
Deal Value Changes
It would be helpful to be able to compile a report that shows when the original value or price of a deal has been changed for my sales volume reports. Many times, through negotiations and general changes, the originally entered pricing changes either up or down. A report on these changes would be a great tool for…
Bulk-edit fields in list view
At the moment, not all fields can be bulk-edited from the list view of deals. For example, I could not bulk edit probability for deals in my list view however I could bulk-edit amount. I would think that ALL fields should be able to be bulk edited?
Add Product Value to appear as a column in the insights detailed tab
Hello, I have created an insight to follow up some products revenues but I only can see the total amount of deals in the columns when I click on the details. It would be great to be able to display the product value like it is in the chart. Thank you

Submitted

Discussion List