Submitted

export Deals with all attached Products
Is there any current or planned way to export all products associated with deals? My company has a work around that barely works using JavaScript, API, and Google Sheets. We are utilizing Coupler.io for most of our automated exports, but by what I have seen, the "Deals with Products" situation is unresolved and growing.…
Gmail connected with pipedrive --> Last activity date
Hi Community, We connected gmail with Pipedrive, probably like many others. For now synchronised emails are not seen as an activity done. Where it would be great if they do because then it would be tracked in the "last activity date" filter. We use it a lot in the organisation overview to see what needs te be done. For…
Activities without due dates
Hi, Does anyone know if it is possible to create an activity without a due date? There are times when the trigger for an action is not the date, or it doesn't matter when it gets done. I can't find a way to create an activity without having to specify a due date. Thanks Adrian
Leads: visible in contacts?
Ok, I found out how to copy a contact to the leads section? There you can label them differently and so on. That works well. What I cannot figure out, is how I can see in my contacts page whether a contact is a lead. If this is not possible, you have to keep clicking back and forth to check what the status of a contact is…
Filtering and Sorting Pipeline view
I would find the ability to filter and sort the Pipeline view extremely helpful. In other words, would like the filtering and sorting ability for the List view to be enabled for the Pipeline view. I suspect I am not the only one that would love such features...
Different Types of Custom Fields
I'd like to have different types of custom fields in addition to text, numeric and date. I'd like to see radio buttons and drop-down menus added to custom field types.
Feature request: ability to group Leads
Hello Pipedrive team! I am new to Pipedrive and currently setting everything up (importing data, setting up email templates, etc.). I understand that the "Leads" section is brand new is still in beta, and I'm really looking forward to that feature growing. One suggestion I have for "Leads" is to have the ability to create…
Sales Process: Linking Email 'Threads' to Deals - Pipedrive as a source of truth for email/Customer
Emails in Pipedrive is quite the hassle for us. * Smart Bcc / Automatic Linking Does not work if you have more than one deal for a Person - which we always do... * Using Email directly in Pipedrive is really lacking - We cannot expect our salespeople and other users to shift away from Gmail or Outlook. This presents a…
PLEASE - Detect conflicts with other calendars in Scheduler to prevent double bookings!
Pipedrive's Scheduler makes a horrible assumption that a user only has one and only one calendar. Believe it of not, I actually have a personal calendar for - you guessed it - personal events. Yet the pipedrive scheduler has no facility to check my personal calendar for conflicts before displaying my availability and…
Update on Tags
Just wondering if there is an update on adding a tag feature to Pipedrive? Currently considering shifting from an old CRM service here, but the lack of tags is somewhat startling. I have read other posts and know about the multi choice option, but as many users before me have said, it is a work around and not a realy…
LeadBooster chat tracking with GTM or GA
Hey, Is it possible to track LeadBooster chat interactions with Google Tag Manager or Google Analytics? Thanks in advance!
PD Forms & Google Analytics? GTM?
I have a PD form and chatbot embedded on my website, that once sent, generates a new deal in my pipeline. How do i track this in Google Analytics or Google Tag Manager?? Surely this feature is possible?? How on earth is everyone tracking ROI on Ad Spend???
Can we add GTM code to iFRAME Url for our pipedrive forms so we can use Google tracking?
Hi there - we want to implement tracking through an iFrame using Google Tag Manager. How do we add a GTM code to the iFrame URL? Thanks Katie #GTM #GoogleTagManager
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…
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

Submitted

Discussion List