Submitted

Add "Related Companies" to Filter options
Using a filter for Organizations, I would like to add "Related Companies" to the filter so I could then export that in a report. According to PD, it's not currently possible to directly filter related organizations in the list view or add them to a filter for export. The AI Bot suggested : "using an API endpoint to…
Colorizing activities in Calender view
Hello community and Pipedrive! I suggest adding a colorization feature to activities in calender view. For example possibility to give a color for activity A, another color for vactivity B, a third colr for activity type A, a fourth for acitvity type B, etc. Thanks for reading! Regards Carsten
Compare sales from 2 periods of time
Hi, I've seen this question many times from 2021 and still not answered. Pipedrive, could you please add this feature in Insights; comparing sales from 2 periods of time (ex: sales January to December 2023 versus 2024 in a graphic). That would be helpful! Thank you! Martin
Support for HTML email signatures
It would be great to keep a consistent signature whether I'm emailing folks via Gmail or via Pipedrive. Immediately since setting up Pipedrive, I copied / pasted my Gmail signature into my PD Signature; unfortunately, after emailing several external contacts via PD I learned that my signature became "boxed" (see below),…
Sales Inbox - Keyboard shortcuts and fewer clicks required
Hi Pipedrive team! Sales Inbox is a great concept, but if it is 2 to 3 times slower to process an email inbox than something like Gmail or Outlook, it reduces our team's productivity and creates resistance from the team to use the Sales Inbox in Pipedrive. Pipedrive has got to be the shortcut (the fastest way), not "the…
Leads Inbox: allow editing by clicking in the cell in the table view
The leads inbox really needs some updates to make it easier to use. Each cell in the leads inbox table is highlighted on hover, making it seem like you could click in the cell and edit the value, which would be a great feature so that we could update them easily. But, you have to click to open the side panel, then click on…
Projects & mass import
Hello, I would like to mass import projects like i can do with deals, activities, organisations etc. which i cannot do right now Is a development planned ?
Filters Improvements: Create multiple "OR" conditions groups
For those who know Airtable, it would be great to have exactly the same filter capacities. A group for a sequence of "AND" conditions (already OK). Then multiple "OR" conditions groups (not OK today. We can only have one group). Here is an example to illustrate how it is on Airtable: Today, Pipedrive is so limited with…
Sending several documents at once to the same client.
Hello, I would like to know if it is possible to send several documents at once to the same client. This would help streamline the process and save time. DocuSing has the envelope functionality but i dont know about Smart Docs Could you please let me know if this feature is available and, if so, how to use it?
Project tasks
It would be helpful for Project tabs to show up in the Activities tab so that we can go down the list of tasks each day and do all. Having to go through each individual tab is cumbersome.
Recurring Activities on Calendar!!
It would be great if the calendar had an option to add recurrent activities! I struggle a lot with this because some times we need to add a recurring activity and need to add it manually. For example, if I need to add to my calendar a meeting with a client that happens every Monday of each week during 6 months, I have to…
Why is'nt a form included in the Campaign package?
I would like to share some feedback regarding the Campaigns package in Pipedrive, particularly concerning the lack of a form feature to help grow newsletter subscribers. Many email providers offer a built-in form option as part of their standard package to make it easier for users to collect new subscribers. However,…
Automatic EXPAND the NOTES in the Deal History
Hi all, It seems that Pipedrive has changed the behavior for the presentation of Notes in the feed of a Deal History - now by default they are collapsed, meaning to see the notes and quickly get up-to-date with the Deal's status you have to do extra clicks (sometimes in several Notes until you find what you need).…
Detailed Opened Email Report
I am surprised that this does not exist… I need a report that I can use that will allow me to select an email title and provide me a detailed report of who has opened it and how many times. I must admit because of the pop ups I get with this info, the fact it's not available as a report was a little surprising. I was just…
Leads Feature, Add Files
It would be great to add files in the Leads Feature. We tend to find leads from data mining and link the PDF files to the project for proper tracking. Currently we can only do this in the Deals feature, which is forcing us to have "leads" in both areas.
Syncing Shared Contacts
It seems that there is no way for a colleague and I to "share" a contact in both of our address books if we both have two-way sync enabled. Let's make up a contact, say "Gary" that both I and my colleague interact with and we both want Gary in our Google (gmail) address books. Both my colleague and I have two-way contact…
SmartDocs Custom Message
It would be great to have the custom email message stored in the deal history, as the message may sometimes contain valuable information. Currently copying and pasting the message as a note is a workaround.
Automatic Assignment by weekday
It would be nice if we could auto assign or round robin assign Deals to specific users based on the day of the week. Not the date, but the actual day (i.e. Monday, Tuesday, etc.). I want to set up a rule for this scenario: Condition - new deals created on a specific day of the week, like Monday. We have 3 out of 5…
Clone or duplicate activity
Hello - Wondering if there is a way to duplicate or clone an activity so that we do not have to add the people and deal name every time.
Could there be an "OPEN DETAILS IN FULL VIEW" option for the Deals, Pipeline view page!
As on the activities page, we'd love the "OPEN DETAILS IN FULL VIEW" option to be available so that we don't have to click into the deal or open a new tab to access the deal. Reason for this is we're looking to transition to following up on our Deals in the "Deals, Pipeline view page "instead of the activities page. I'd…
Need an Option to "Exclude from Changelog"
It would be very helpful if there was a Field setting that allowed us to "exclude from Changelog". The Changelog is an awesome tool. I rely on it A LOT to see the history with a record. But, we do have some data that is sensitive in our CRM. And when a contract ends, some of this data needs to be wiped from our systems. Of…
wait for condition longer than 7 days please!
Hi all, I think i would be a massive help for me and many others if the 'wait for condition' feature lasted longer than 7 days. When dealing with customers a process may take longer than 7 days which means the wait for condition expires and they automation is useless. For example, if i have sent a document for the customer…
Default fields created by contact sync
When you start the contact synchronisation, fields are automatically created. For example, birthday, instant messenger or postal address. For various reasons, these fields often make no sense in the CRM and are just confusing. You can't remove them yourself and according to the support team, the colleagues from the…
Dupliquer un pipeline de vente
Bonjour il serait bien de pouvoir dupliquer un pipeline de vente afin de pouvoir mesurer les ratios de conversion selon le type de prospect mais en suivant le même processus de vente.
Projects: manage access rights / hide project boards for users
A company use Pipedrive Projects for different purposes. Could be service, delivery and more. The idea is to hide boards for those users that are not working in that area. For example, service users will only see the Service board with projects. Delivery users will only see delivery board with projects. This functionality…
Replying within a colleague's email thread
There is currently no way to forward or reply to an email that a colleague has sent a client. Within our business we collaborate and work on deals as a team. Currently within PipeDrive we have our share permissions company wide allowing all team members to view all contacts, organisations and deals. We can view all emails…
Sync calendar to pipedrive with ical
Does anyone know if it´s possible to sync the Pipedrive calendar with ical. I just checked the site from Nylas.Inc and there it´s an option. Is it not integrated with Pipedrive? Thx.
Please include a drop-down list option on the Web Form for use with countries and/or product lists.
Smart Doc Triggers.
I am looking to take a copy of the smart document once signed and upload a copy to our third party finance software (xero). I had thought I could make use of webhook automations, to trigger once a document is signed and then I could process the upload via make.com. Has anyone got any automation work arounds for getting…
Leads need to be Bulk Editable!
Simply put— we need to be able to bulk edit Leads and make changes to Lead/Deal fields!

Submitted

Discussion List