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Remove completed tasks from calendar
I organize my workflow by creating a tasks (e.g call Brian) with a specific date and time. I mark it as completed which is a very lovely feature. However, if I complete that task early it will still show up in my calendar and "blocks" that time slot. I don't want to delete it since I need the history. Any ideas?
Show leads inbox on mobile app
I wish we could view/edit/add leads on the mobile app - it would make much sense for people on the go.
Feature Request: Integrate CC Payments (Stripe) to Request Signature Page // How are you handling CC
Would it be possible to integrate Stripe to accept credit cards and begin billing from the final Request Signature page? How is everyone accepting payments after the client signs a proposal? I'm currently using betterproposals.io but I feel like this would be a great feature to have in Pipedrive to reduce buying friction.
Filtering in list view
Hi there!! It would be great if one could filter on the different columns in the list view (CTRL+shift+L ). Many thanks, Guro
We should be able to add people to receive a copy of the contract
Hi there, Smart Docs is a good alternative to Docu Sign but still needs some improvements. For example, most of the companies' legal teams want to receive a copy of the contract before they sign or after both sides sign it. It's too easy to do through Docu Sign. You can just add their email addresses as "Receives a copy".…
Filtering
Hi, Would it be possible for Pipedrive developers to work on filtering options in organization list view? It would be nice to have same quick filtering possibility like you would have in excel - a small arrow and a possibility to quickly check/uncheck specific values. Now it´s a bit of a hustle as you have to create and…
Setting an alternate reply to address for emails sent from Pipedrive
Use case is: * customer receives an email created in Pipedrive and sent with Gmail synch * the 'reply to' address is set to a different address than the email sender address (the address that is synched with Pipedrive) * this will enable all replies to be sent to one address that is delivered direct to a Sales Team in…
Exporting customer lifetime value
Hi there, I've love to be able to create a filter showing the lifetime value of contacts/organisations. What I'd like to do is show this value (highlighted) in a list view and be able to export to Excel. However, when I try and add it as a column, I can pull 'Won Deals' which is a count of the total deals that are won, but…
Synchronize recurring calendar events and block them in the activity list / scheduler!
Right now if you have a recurring calendar event it will only block the first event but not the following recurring events which leads to overbooking existing meetings with the pipedrive scheduler and also missing activities as the recurring events do not show up anymore in the activity list. Please add this feature!
Add User export to CSV
We need a functionality to export the user information that you find in "Manage Users" to a CSV file
Subscription values as a Data Field
Hey! I was wondering if it was possible to add a data field to the deal view for subscriptions?
SmartDocs Product Duration Field
For SmartDocs you can specify the duration and then if it's hours, days, weeks, months, and years. This is awesome, but one thing I've found that could be improved on is with the field you add for it to show up in the SmartDocs leaves out if the duration is for days, weeks, months, etc. The only current workaround I've…
Adding Visibility Controls by Pipeline
Visibility groups are too difficult to use. Setting visibility on each item is not realistic, and becomes impossible to manage once you have 2+ people with limited visibility making changes. Plus it is tied to Pipedrive's more-expensive plans. It would be really great to have a feature that ties visibility to specific…
Set monthly goals
I'd like to be able to set monthly goals for the company for leads, demos, sales for a year without having to create a new goal for every month. So instead of recurring with an option for 1 number like 5,000 repeated every month, i could edit the goal for each month.
[Feature Request] An export option for the "Show nearby organizations within" function
Hi team, Our sales team would like to request an export option for the "Show nearby organizations" function within the address map for organisations. They are often driving from one town/city to another, and it would be helpful to see other organisations that are on the way to help them plan their journey and/or arrange…
A way to completely turn off the follower feature
Every time a deal is reassigned to a new user the old user stays as a follower. To put this simply, we want all deals private to only the owner. With the follower feature... that is not possible. We also have the permission "See all items of other users they are following" toggled off, but that doesn't help. Users can…
Merged: Automated Double Opt-In
This discussion has been merged.
Onedrive new document title
Hi , if I create new document from the template and set some custom document title than this title is not saved. Document is saved with the default generated title. If I open same document again and rename it, than it works. I am using Firefox 89.0.2 Regards Lukas
SMS Automation Request - Workflow Automation
Hi Pipedrive Dev Team, There is high demand for SMS automation, after a deal progresses. Currently a new activity can be created, however WorkFlow Automation does not allow for the activity notes to be Populated. Use case: Many customers wish for a templated SMS to be sent after a deal progresses in status. EG. a deal with…
Color coding of Activities on calendar based on Activity Type
Please add color to Activity Type setup and then use this color to display activities on the calendar. This is a big problem for us in trying to make the PipeDrive calendar useful. In addition, the activity sync to external calendar needs to pass along this information. Outlook for example uses categories to color code…
Revenue - to be able to create multiple subscriptions per Deal
We are in SaaS and we use Pipedrive to track our conversation with clients. We have been tracking monthly reoccurring revenue with Google Sheets and would want to track Revenue from each Deal. When Pipedrive introduced the new feature of Revenue we were thrilled but quickly found out it does not suit us. The thing is: one…
Merged: Trigger double opt in request automatically ?
This discussion has been merged.
Expected close date
Is there a way of an alert/reminder being sent to deal followers on the expected close date for an open deal?
Rotting Deals Report
It would be great if there was a feature that allowed reporting on any rotting deals within a pipedrive. I think this visual on a dashboard would be really powerful to a lot of people.
Deactivated User: Keep emails linked to deals & contacts
When a sales representatives leaves our team we would like to deactivate the user account. Currently, all emails of the user linked to contacts, deals and organizations disappear as soon as a user is deactivated. Since there is a lot of valuable information, such as contracts, in the communication of the former team member…
Is there a way to export the latest entry in the Notes field of every deal? Thanks for your help!
Is there a way to export the latest entry in the Notes field of every deal? Thanks for your help!
I would like to create a report or filter that shows all deals for a group of companies. Like one m
I would like to create a report or filter that shows all deals for a group of companies. Like one mother company + 5 daughter companies' deals shown in one report. It can be done by listing all daughter companies separately under secondary conditions "And match ANY of these conditions:" but using the mother company only…
Is there a way to compare the pipeline week over week?
Asking for Advice: I want to be able to see how my pipeline changes, week over week, especially by team. Is that possible, without doing screen shots and saving them away from the app? Is there a report structure that will enable me to track progress over time? @Analytics & Reporting
Can you change the Deal Close Date???
We fell behind on data entry and "closed" several deals after the fact. And then that became the "deal close" date vs. allowing us to edit to the actual day that the deal closed. Can we fix that???
Outlook 365 task list integration.
It would be great if 'Tasks' scheduled in Pipedrive could automatically go the the task list in Outlook instead of the calendar.

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