Submitted

Custom goals using custom fields
I think it would be great to create goals based on custom fields we have created. A critical and fundamental example to my business is commission. I set my monthly and yearly targets based on commission, and I can't replace it with deal value as I also need the deal value to be present and is essential. I work in real…
Ability to Refer to Specific Notes via URL
Hello Pipedrive Team, I have been using Pipedrive for managing deals, leads, and other entities, and I find it incredibly useful for my work. However, I noticed that there is currently no way to directly refer to a specific note within a deal, lead, person, or organization using a unique URL. This feature would be…
Problem: notice about credit card data in forms is customer-unfriendly
Under all forms in Pipdrive the following sentence is displayed mandatory "Never share sensitive information (credit card numbers, social security numbers, passwords) through this form.". This is just annoying and also total nonsense. If I only ask for the name and email address in the form to subscribe to the newsletter…
Projects buddle / mass modification
Hi, I would be great to be able to make mass modifications to projects, similar to what can be done to activities / contacts / organisations / deals etc. Best
Feature request: Send test emails of any email template
I am trying to collaborate with colleagues who are not Pipedrive users on our automated emails. There is literally no way to send a test email or otherwise export an email template so that they can see the email. All I can think of is have them go through each of our separate lead channels to receive these as a user would.…
Lead Scoring and visuals
Please add a lead scoring feature where we can add or subtract points based off of customer actions (for example: opens an email, clicks on a link, etc.). I know this is not the first time that this has been requested, but I am shocked that this doesn't exist in Pipedrive. We would also like to be able to manually enter a…
Activity location should by default have the organization's address
When creating an activity that is associated to a contact and an organization, if we choose to add an activity location, seems very strange that the location needs to be retyped manually. Pipedrive should by default have the organization's address already entered (with possibility to override if needed). Even better would…
Outlook Calendar Sync using UTC time zone
Calendar items synced with Outlook show the UTC time with "Time zones" flag enabled in Outlook. This causes confusion especially when sharing calendar items with others that will see the UTC time. I have used other applications in the past that did not have this issue.
Microsoft 365/Outlook Email Add In for Pipedrive
Hey, When are Pipedrive going to launch the above? Apparently, there is one for Google Mail but not Outlook. The vast majority of other CRM/Competitors in the market offer this. I know because we have conducted a trial of a few of them (and we are staying with Pipedrive because of the customer service is excellent!)…
pipedrive add-ins for outlook
Hi, I'm using MS Oulook on MAC and Windows, using a pipedrive add-ins for outlook to right click on a email to create automatically a contact or deal in pipedrive would save me a lot of time Vincent
email tracking icon more distinctive
Please make the email tracking icon that shows an email was open more distinguishable from the not opened icon. I need to literally hover over it to tell them apart
Better deal layout and deal cards
We would really like the ability to add colors to different deal stages. For example, we would like to have a light green background for the stage Sent Contract to easily visualize the step. The deal cards need some updates also. Why is the deal owner just represented by a tiny icon? Please give us the ability to show…
Please add followers to bulk edit feature
I would like to suggest that followers be added to the bulk edit feature for deals, people, and organizations. This gives managers daily activity snapshots the following morning via email which is very useful.
Pin Activity
It would be beneficial to have the ability to pin an Activity as you would a Note in a deal. We use the Activity to note and track the stages of an order, not the note section. It would be helpful to have this specific Activity pinned to the top of the deal for reference after the Activity is completed for easy reference.
Sinnvolle Informationen im Vorschaubild beim Hovern über Kontakte auf Organisationsebene
Ich bin auf Organisationsebene und hover über den verknüpften Kontakt. Mir werden dann im Fenster E-Mail-Adresse, Telefonnummer und Organisation angezeigt. E-Mail und Telefonnummer sind nicht verlinkt. Aus meiner Sicht sind das an dieser Stelle alles Informationen die nicht sinnvoll sind. Ich fände es besser, wenn das…
Incorporate Formula Field Functionality For Leads
We desperately need the formula field functionality for leads. We're in a high volume business that provides a large amount of quotes from people shopping around that does not result in a deal. We use these fields to calculate the estimated pricing for the service. We do not want to convert these to a deal, unfortunately…
Add Filter Option for "Profile Picture Is Empty" in People List View
In the "People" list view, it’s possible to display the "Profile Picture" column, which is great for quick visual reference. However, it would be very helpful if we could add a filter criterion for "Profile Picture is empty" or "Profile Picture is not empty." A common scenario for me is recognizing a face, for example,…
Use SmartDocs & build templates without cloud storage access
SmartDocs should have a settings option to not store documents in cloud storage and storing templates/documents in Pipedrive. At a minimum being able to create templates for the company directly within Pipedrive. As an implementation partner, clients commonly request proposal, contract, quote templates as part of a…
Pin Files to top
As we all have documents that give us a better overview on the deal at hand. I think it would be really helpful if Important files could be pinned to the top, just like notes (or even to a sidebar).
Automating incoming emails
Hi group. I would like to create automation that sorts out incoming mail. For example. an email comes into my mail box that is unrelated to any deal, so I would like to detect that mail and automatically delete it. I am running the advanced version of PD. cheers
Web Forms Should allow for Org Lookup
We have an Internal Lead Intake Form that our company staff use to provide Leads to our sales team. Currently, they enter in the Org name into the field, and then someone has to go merge that to an existing Org or clean up the new record. Wouldn't it be awesome if the Web Forms' Org field allowed for an actual lookup of…
Onedrive integration for any files
Will be nice to have OneDrive integration to have not only for Documents (template), but also for any files, like attachment. For Google it is possible, why not for OneDrive?
Custom fields when adding products to a deal
I would love to see custom fields for products displayed when adding products to a deal. As far as I know I can only modify price, quantity, taxes and discounts when adding products to a deal... But I am missing a lot of important product information in my deals (for instance, color finishes).
Stagger reschedule activities
Hi Pipedrive Team, I’d love a feature that allows users to push all activities forward by a single day in bulk. For example, if I take a day off and have 60 follow-ups scheduled, I’d like to shift those to the next day and cascade the rest of the week’s activities accordingly. This would make managing tasks after a day off…
Notify sender of @ mentions if the recipient does not have notifications enabled
Discovered the hard way that my colleagues did not have @ mentions enabled. There is no warning or notification about this, so I assumed they got the messages I sent. Not so. So I propose to have a warning next to the persons name that you @ mention if they don't have notifications enabled, so that you are able to see…
Email compose window is way too small
In almost every spot in the pipedrive app where you can create an email, the compose area is just way too small. In the main New Email view, factoring in an email signature, the total height of the compose space is 200px, while there's over 400px space below the form field – why?! On this page, the email compose window…
Expand All and Collapse All on Plan view in Projects - for Phases and Groups views
Please add Expand All and Collapse All on the Plan view in Projects. Reason: When on the Phases view on the Plan tab, we have 8 different phases and our users only want to, typically, look at the one (i.e. the current) phase at a time, to reduce mental clutter. Currently it's time-consuming / annoying to have to manually…
Add 'Add note to project' to Note actions in Automations
Currently the only 'Add note to…' options as Actions in Automations are: Please add 'Add note to project' to this list of available note actions.
Add Projects fields to available Date Triggers in Automations
Currently these are the only types of Date fields that are available as automation triggers: Please add Projects to this.
Zoom Phone Dialer
Can Pipedrive please develop an integration with zoom phone as a dialer option? It is the fastest growing business dialer software currently and I'm astonished that every other CRM has a native integration besides Pipedrive. If this isn't a priority for Pipedrive then we will have to start CRM shopping.

Submitted

Discussion List