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Make subscription value exportable
When using the recurring revenue insight it isn't possible to export the subscription value per deal. In the insight you get the total value of the subscriptions but it isn't possible to see the individual subscription value per deal.
View/change owner of workflow automation
It wold be very useful if you could change the owner of workflow automation so that the new owner could edit it. And also the option to view a workflow automation made by other users.
Scheduling live chat availability
When using Live Chat, it would be great to be able to schedule your availably to coincide with you working hours, for example. At the moment, you have to manually select Online/Offline but automating and scheduling this would be much better
Exporting email templates
Rather than copying and pasting email templates one at a time,, it would be better to be able to export all for editing in word or google docs, where there are better editing tools and where reading a cadence for flow/continuity is easier.
What is the best way to regularly send out an email with the results of a filter?
What is the best way to regularly send out an email with the results of a filter? For example the day of a weekly team call we'd want to send out an email to the team with the list of open deals in a specific region (filter) so that they can quickly glance in their inbox in preparation for the meeting. I'd also want to…
File Uploads for webforms
Hi there, the new design of webforms is now very good, but I am missing the option to upload files. Any plans to add the function? If yes, when? Regards Robert
Copy Email Templates
It would be very usefull if you are able to copy email templates. Very often you would use a structure like: Subject: Quotation for [company name], Hi [first name], Thank you for your interest in [product]. Please find the spedifications attached. Best Regards [sender name] Sometimes, the emails are much more complexe. If…
Feature Request: More label colors
We are using labels a lot handling our deals and we would need more colors to chose from to get a quick overview looking at the pipeline. When having more labels than tags means using the same color for different labels and that will affect the visual overview. We would like to have the possibility to chose from a color…
Feature request: Edit the date of Notes after posting it in Deal
Be able to edit the date of the note so it fits into the timeline of the deal accordingly (image 1) Or even better would be the ability to edit the date by clicking on it (top left) and you're immediately able to edit it in the pop up (like you can with Deal names - image 2)
Moveable email address orders within Person
I have some clients who have multiple email addresses for various reasons. When emailing them within pipedrive, priority is given to the first email address. Should I wish to move an email address to the top you have to duplicate them and then delete the ones further up. Can I suggest a tool where the email addresses can…
Sync with all email addresses of a person (and emails of an organisation as well)
It would help a lot if all email addresses of one person would be synced and not just the first one. And if you add an email field to an organisation ("General Email address" - like an info@pipedrive.com), it should be synced as well (to the organisation of course).
Filtering Filters
I'd like to suggest an option of being able to categorize filters, filters created on Pipedrive. Some I'd like to sit there and never be touched again. Some are dedicated to reporting and some for Automation purposes which ideally they arent edited.
Basic feature request >> Showing attached products in deal filters (list view)
Hi, We are fanatic about attaching products to deals and working with the products module. We also teach our clients to always attach products to their deals and build all our automation around products. However, the deal filters do not display the products attached to the deals. So if a client wants to sort all open deals…
e-Signature: Email CC Non-Signers and Save to Google Drive
Two requests for the new e-signature feature: * Ability to send a CC email to someone that is not signing the document once everyone has signed it * Automatically save the pdf document to Google Drive after it has been e-signed by all parties (just like it does with the other deal related documents created in Pipedrive).
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!
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?

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