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Ability to be able to sort products alphabetically/numerically
Surprised to find out it's not possible to sort products alphabetically or numerically, rather listed according to when they were added.
MRR/ Subscription plan needs to be revisited please
The current plan for Monthly recurring revenue (MRR) / Subscriptions seems flawed. I have spoken to your support team, and they have enabled the MRR/Subscription beta for each deal. I am not sure what the thought process is here as it does not solve the lack adaptability in the software. In the current design of…
Report by Labels on Deals
Hi, In the reporting section, I'd love to be able to see the split of deals with different labels. Currently this does not seem to be a field. As leads are labelled and added as deals depending on lead source, and I'd like to then analyse the performance of these via the label. It would be much more useful for me rather…
Linking multiple organizations to a deal
I have a project that is released for Tender by the customer/consultant. I have created the deal in the name of the consultant and used a custom field to link an organisation who is bidding on the tender to the deal. However this only allows the selection of one organization so if I have 10 customers bidding on the tender…
Merged: Customise double opt-in email
This discussion has been merged.
Leads for Mobile App
Howdy Everyone. I would like to suggest adding the leads function to the mobile app version of Pipedrive. To me the, leads function is quite handy but it would be super helpful if I was able to capture new leads in the field, where most of my leads are generated. I am sure this added feature will benefit many small…
Files and Images in deals with thumbnail view option
I think it would be great to be able to switch between list and thumbnails views for the files and images attached to a deal . When there are several pictures attached to a deal for example, you have to open them one by one to find the right one you need...
Sidebar Creation
Hi is there any plans in the pipeline to be able to allow admins to create sidebars? It would be really helpful to have these to sort out various and manage the associated fields
Export list of the type of activities you have oustanding/ upcoming?
Would be excellent if there a way to export a list of my current deals with the type of next activity? (email, call, task etc) You can export of a list with the next activity date but not the next activity type.
Export PD users
Would be awesome if I could export a list of our Pipedrive Users. Seems like its possible to export CRM data but not internal data like the users from our company who actually log in to the tool. I want to add all those users to another tool that I'm keeping in sync with PD but only option is to copy from the screen on the…
Save inbound email attachments as a file within deal
Please add an option to save email attachments directly to the deal's "Files" section. Very often, I receive email attachments that are key documents to be referenced regularly. Currently, I have to: 1) keep them in email and search for the email every time; or 2) save the file to my desktop and work with it offline; or 3)…
Insights for Organisation
Will it be possible to report on fields on Organisation? We have fields that relate to the company, not to the Deal, such as Industry and Country. It's really important for us to track the number of Deals being generated, drilling down in each of these fields. I'm confused why this is not already an option. Please let me…
Reporting sales at Parent level
Hello Community, I have set up several entities as "Daughter" organisations, and have deals associated to them. I would like to be able to see sales at the Parent level. Does anyone else do this or need this?
More than one person linked to an organisation
We have many clients who are 'related' to more than one organisation however PD doesn't allow for this. I have read older posts relating to this subject, are there any further developments to get this option available?
Send email on specific time and date.
It would be grate to be able to set a date and time for an email to be sent. sense we work late night all the time, we need to set sales email to reach in morning or afternoon times. one more thing, if you can show in the mobile app whether the email has been seen, just like the web application.
email sequences/cadences
I'm curious to know how Pipedrive users are working with email sequences/Cadences. I use Klenty which has a deep integration with Pipedrive to send out email Sequences/Cadences. But here is the problem. There are so many types of contacts/leads my CRM and i only want to export specific types of leads/contacts to Klenty so…
Goals: variation from month to month & recurring revenue & company goals
Hi, Am I getting something wrong or is it not possible to set monthly goals that vary from month to month and have them in one overview? My sales team laughs at me in July when I tell them that they have the same goals as in February. And is it not possible to set goals for recurring revenue? And @Seda , I just learned…
Email Link to Deal by subject content
Suggestion : use subject line to match email to existing deals - not just sender. I have vendors who email on multiple deals. The subject line usually includes the property address, which is often also in the deal name. Easy to match if Pipedrive looked. It could also work for any other variable if the user included the…
Lead Participant
Its uncomfortable to use Lead because Lead only can manage one contact person. For example, very often we need to manage multiple person to outreach potential customer. But right now Lead page only add one contact person, so that this makes using pipedrive uncomfortable (My process : If i find out more contact person, I…
Ability to export Deal Product info
Surely this is a critical feature! We want to sort customers by product type, and also see how our various sales team members are performing with certain products! At the moment - we can't do this unless we add a custom field which seems counter intuitive!
Export Backend Data
It would be useful to be able to export to Excel all our customized 'backend' data such as picklists from customized fields...would it be possible to look at this possibility? Thanks
Workflow automation: Put products in an email template
Dear entrepreneurs, Within my organization, we use the "products" within the deal, where we can add deal value. We would like to automate this process by means of workflow automation. We would like to automatically send an email to the financial administration whereby the different products and the deal + value are…
Track Leads activity in Insights
Is there a way to track the activity you do on Leads in Insights? For example, how many leads were qualified and converted to deals and how many were unqualified and archived? Without that data, it's hard to get a clear picture of the sales cycle.
Lead bulk update
The bulk update functionality in leads would also be useful to be able to bulk update an activity - so select 10 leads to then apply an activity for a certain date. At the moment very painful importing leads and then having to manually apply an activity to each lead.
Unique data in Custom fields
Is there a solution for requiring a custom field data to be unique within PipeDrive? Example: Field= Quote #, I should only have one quote number per deal. How can entry of a new deal get flagged or not processed is someone is typing in a quote # already that PipeDrive field.
make it mandatory, when activity is completed to have to create another activity
When a user completes an activity, a new window pops up for you to schedule an activity. Right now, the user has the ability create a new activity and save or the choice to cancel. It would be helpful as an option to make the new activity and save mandatory.
Cannot insert sender first name into email (templates)
We use templates with fields to prepare personalized (group) emails from our team to our contacts. In such templates, I'd like to insert a field for the senders' first name. Unfortunately, only the full name (as given in the personal preferences) is supported here. For emailing contacts we call by their first name, this…
Smarter design options for the Chatbot playbook?
The chatbot is great!! Though I'd love to have more flexibility when designing the playbook, for example: * The option to drag and drop cards to change their order (the same goes for the web forms actually!) * The possibility to merge two/several lines, so that they continue in one line (right now the line can only be…
Lead source tagging within the Webform
* If the visitor source is automatically tagged to every webform submission and stored as a field within the deal. That will be a really cool feature. It should be an easy feature since you are already tracking visitors now. * Which brings me to the second feature request - Within the website visitors tag if I can filter…
Search by Pipedrive ID
It would be great if we could jump directly to a deal based off of it's ID number instead of having to change it in the URL. We use the ID# for our quotes and when someone gives me a quote number it would be awesome to be able to jump right to it.

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