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Why is the mail history visible in every mail?
Why cant you collapse the history like in every other mailing software? Conversations end up looking like this and worse, why do you have to show this in very single mail in a conversation? Just collapse it.
Adding Pipedrive activity URL into sync’d calendar events
It would be extremely helpful for Pipedrive to automatically insert a URL into the notes section of the synced calendar event that points back to the specific activity/task in Pipedrive. This would allow looking at an iphone/ipad/desktop calendar and then one tapping on the link to get directly to the task to complete it…
Any Pipe Driving Wholesalers In Here?
Hello everyone, Scott here from Detroit. Just started using Pipedrive and I love it! So I am the owner of a real estate wholesaling company and I am uncertain if there are any other people in here that do or know what I am talking about. I just wanted to ask if anyone does have a team with a dispo manager that is building…
Separation of Internal and External Emails (emails with Customers vs emails with the Team)
I know this would be complicated to implement, but it would be helpful if there were 2 email timelines - the ones with the customer and those with the team internally. Right now we restrict linking emails to deals, to only the ones sent to the customer. This would really help in the approach of giving focus to the…
Attach Existing Lead to Existing Opportunity (including attachments)
Can we have an option to associate an existing Lead with an existing Opportunity (including the associated notes and emails). We often have leads that drive towards a bigger existing opportunity - we can currently only associate the person record as a Participant, and this doesn't bring across their associated…
Need a way for leads to have "No Assignee" when new
When a new lead arrives in we may not be sure which account executive will take it (first person or best person etc.) so we need some to just sit in the lead inbox for anyone to take. Is this planned functionality? Requiring an owner is very limiting.
Improve or create new SMART Contacts/Organization/Deals sorting/filter by Country (or region)
In a perfect world, every Pipedrive user is creating the contacts and fills all PP fields. In the real world, he fills only a few of them, like name, phone, email or even worse - contacts are created automatically by BCC (Name+Email). This created huge problems when your sales lead says: "Hey Roman, list me all customers…
Setting activities for multiple leads
Is there a way to add a single to multiple leads at the same time? I want to set a deadline to contact a number of leads. But I can't figure out how to set the deadline for multiple leads at the same time. I have to go into the leads' individual pages. Anybody?
Ability to configure visibility of goals without having to turn off visibility of all peer data
I to be able to restrict visibility of individuals goals without having to restrict visibility of any of their data
Set a payment schedule
Hello, We are selling industrial equipment and the revenue is paid in different installments after the sale as a % of total sale: Ex: Signature: x % Signature +3 months: x% Signature + 6 months: x% Signature + 7 months: x% ... I don't see such an option for in PD, it could be very useful for more industrial companies…
Configurable buttons to trigger automations
Would be great if there were configurable buttons that can trigger Automations (like send out Offer, update deal stage, and so on) from different places. Also to insert text/templates into notes/activities since a lot is standardized in sales process and now has to be copied/pasted from other docs. So a general…
Ability to white label / company brand the "Propose Times" link
At the moment when our customers click the link, it is all branded Pipedrive. We would like to be able to change some settings company-wide on this page. e.g. add our logo and colour branding. Get rid of Pipedrive branding. We are paying for the "Professional" subscription. Thank you! P.S. The design of this page is a…
Create Activites from Organization/People -list
When we have made a selection on what Organizations to work on, we cant create a Activity from that view, we can Export to mailshimp, send mail, even Show on map, but not Create activity. ?? It should be a standard feature according to me and seems easy enough to add.
Question on HIPAA or PIPEDA Compliance
Hello, would like to clarify whether you comply HIPAA (US standard) or PIPEDA (Canadian standard) ? This information will be very useful for us on considering using your tool. Thank you
Changing order of notes
Hello, I'd like to ask, if it is possible to change order of received and sent notes/emails at Contacts/Organizations. Now, the newest are displaying at the top and I need to reverse it, so that the oldest are displaying at the top. I want to summarize what was the the way of contacting each company and to analyze which…
Merged: Make "year" in birthday field optional
This discussion has been merged.
Filtering 'Done' Activities by Activity Type
When you try to find an activty in the "done" section of a deal or organization, you can only select all activities which can be a lot. The suggestion: to add some kind of drop down bar to let you pick a certain activity type. Why: We want to log our comprehensive meeting notes in pipedrive, but with so many activities…
Merged: Please increase maximum Devices to 5
This discussion has been merged.
Workflow Automation Assignment / ownership
Due to the limitation that emails are always sent from the address of the person that created the workflow it would be very convenient if it was possible to either assign a different users email address to that workflow for sending emails or transferring ownership of the automation to the account you wanted the emails to…
Live Chat Features
Hello, I would like to suggest a feature that will make LeadBooster Live Chat feature even more desirable for all Pipedrive users. Features:- Geographic Location: Being able to see Geographic location of the users in the Live Chat will assist with processes, region specific pricing, and customer closing tactics etc.…
Revenue Subscriptions connected to selected Products with Invoiced: Recurring.
It's great to have the new Subscription option for Recurring revenue in a Deal. However, this is not linked to any Products. Products also have an option to set for 'Recurring' or 'One-off' - It would be awesome if you set these and add them to your Deal, it will accumulate the in the Subscription, where it would count the…
Subscription + Product Revenue in same 'Revenue Forecast'
For companies that ours that sell both one-off products, as well as yearly subscription packages, it would be helpful to a) be able to add both in a common place - either under the 'revenue' section, or as a 'product' b) recognise the revenue from both in a single revenue forecast graph. currently products show in the…
Todoist Integration
Anyone working on a Todoist integration directly with Pipedrive? It's been my task manager of choice for the last 6 years. I've tried Asana recently but it didn't fit my needs. I'd like it to Todoist to be able to mirror and sync with Pipedrive so I can complete a task in either app. I know it'll be difficult to get…
FYI to other people not happy with Smart Docs...
They just added the integration for Docusign. It's sort of frustrating because I purposely upgraded for Smart Docs (and I do like the templates and such) and now I'll have to pay an extra $25/month for docusign, but all the things I didn't like that I couldn't do in Smart Docs you can do with Docusign.
Frustrated with Smart Docs
Honestly, I'm kind of annoyed with it so far. Two things in particular that's it's important I can do with doucments, you can't do with this integration. We upgraded our Pipedrive plan to use it, but it looks like I'm going to need to pay for Docusign or Panda Doc anyway, in order to be able to do what we want. #1 - We get…
Drag and Drop File Upload in Project
In a project, when I go to files, I can not use drag & drop to upload files. Also, I can only upload one file at a time which is unnecessarily time-consuming.
Wrong Translation in Korean : Workflow automation(email template auto send)
Hey team, here is what i found out another wrong translation in Korean. When I use workflow automation and auto send email by template, there is always required 'To. someone (usually it is person email)'. But in Korean there is nothing but only can see '-'. I think this field is matched 'To', so it must be translated '수신자'…
E-mail-lists for leads
We need to be able to reach out to many leads in one single process, and follow up the conversation (email open, automatic responses & reminders). a) Emailing out of the Lead-postbox b) generate E-mail-lists and send-outs c) followup on email opening and responses d) automatic reminders EVERYBODY is working around and…
Delegated mail
On some occasions I would like someone from my team to send mailings on my behalf. It would be interesting to add a feature that would allow another user to send mails on behalf of another user.
Project and Customer Management
I'm currently pivoting between Pipedrive and Trello. Are any of you using both programs due to the inability for either program to completely replace the other? I've seen other programs with the ability to manage projects and contacts separately, and I'm curious if any of you have found a pipedrive solution

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