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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…
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…
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.
Travel Time assistance for pipedrive scheduling
With external appointments and multichannel appointment setting - Travel time between face to face meetings can be an issue when using the scheduling tool with pipedrive. Although We can select a specific date for the customers to use, A much easier process would be to offer the full week to schedule an appointment but…
Scheduling for teams
Hi the scheduler works lovely and with lead booster bot even better. however - I’m surprised there is still no teams function Within this.. so we have to use calendly which is good but zapier integration for deal creation etc. is teams scheduling coming and is there going to be an embed option rather than us using I frame?…
Bulk Activities on Leads
In the future will be possible to add the same activity (example: "recall net week") to some selected leads with one "bulk" action? Thanks!
Possible to add a column for "Last Activity Subject" in Person, Org or Deal list views?
Title says it all.
Email Sequencing after sending a quotation
I am looking for suggestions on the best integration I should use for email sequencing. Customers reach out to us for quotations, and after we send out our initial emails, I want to put them into an email automation campaign that drips emails from the salesperson's personal email until they reply. I've looked at a couple…
Go directly to pipedrive from activities in calender
Hey everyone, Wouldnt it be great to be able to click on an activity generated in your google (or other synced) agenda from pipedrive and go directly to pipedrive and to the lead or deal in question? just thinking that would be nice ;) , what do you think? Thanks, Darin
Left Navigation: add words instead of / in addition to the icons
I know you can hover to get a description, but it slows down one's work, especially new users. Being able to replace the icons with words (e.g. "Contacts") will help adoption by users in the company. One major reason we selected Pipedrive was its ease of use, so that everyone in the company would use it. Having words…
Calendar invites: ability to accept or decline
ALSO with the calendar invites with Zoom it USED to use the gmail method where I could ACCEPT or DECLINE a meeting and then it would add it to calendar. NOW IT DOES NOT do that. so ALL invitees show pending as there is no way to accept a meeting invite. this is a BIG problem
Automation hook to create follow up task to non-responded email
It would be great if it was possible to create an automation (or use any other feature) such that when I send an email through Pipedrive, if the contact doesn't respond within X days, it will create an open activity that will prompt me to follow up with the non-responsive prospect Or thinking more expansively, a way to…
Campaign Reviews
I understand the importance of campaign reviews but am disappointed to learn I am unable to ask for a review of a draft campaign. I am told by Pipedrive help desk that every time we add users and go to send a campaign this may (or definitely will, I'm not sure) trigger a review of up to 24 hours. I would like to be able to…
add a deal probability in list view
it would be very useful to change a deal probability in list view (it is possible to add or change the "Value" of that same deal) thanks !

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