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Subscription/Payment schedule interval
It would be great if there's were one more option for interval in Subscription/Payment schedule feature: DAY. For some cases that's mandatory to split costs over days.
Organization/person/Deal default View is WRONG
Hi guys, Recently me and my team have noted that when pulling up a PD deal, organization or person to work on, the view automatically defaults to the "activities" Tab which does not automatically view notes, emails, and files previously added. Can we revert that update to whenever a deal or person is clicked the view is…
Modifying People -block in Organization view
Is it possible to modify the people-sidebar block in the organization view to include some key details from the person (e.g. label, phone number, job title, etc.)?
Goals - Track changing goals throughout the year
With the old Reports feature, we were able to set rising goals towards the end of the year. Ex: 50 for Jan - Sep, then 70 for Oct - Dec. With the new Insights feature, that possibility seems gone. There's only one spot where you can define a recurring goal now. It now seems I have to create a custom report for every…
Subscription Forecasting
Hello, is it possible to assign customers as subscription based identifying how much and how often they pay? This would help in understanding revenue forecast, order management and advanced customer engagement increase retention
Making Pipedrive Better (Introduce Products as mandatory)
Why don't the Pipedrive ADD a functionality that we could put as mandatory an action to add products every time we create a new deal. This way we could have better insights and we would never forget to add whata product we are negotiating.
Custom Filter Logic Would Be Really Nice
Would love it if I could do custom filter logic... right now I have two different criteria groups... one with AND logic inside the group... and one with OR logic inside the group... between the groups is AND logic So it is... (A and B) and (C or D) It would be really nice if I could change the logic inside the groups and…
Pin this email to top of deal = same as pin this note function
I really like the "pin this note" function under deal = to remain on top at first sight! Would love to have the same for emails too. Quite often I experience that during the initial stage of a deal that valuable insights/scope/briefing etc. of a project are shared during enquiry stage and I would be great to have that on…
Workflow page
Please can you remove the load more function, when i need to edit multiple workflows i have to load them every time and i forget where i am
Deal idle time is wrong?
I have a deal where is says idle for less than a day.. The problem is that the deal has been idle for 15 days. Is there something I am missing? The one underneath says 10 days, but has been idle for almost a month.
I would like the same Slide in Details on Deals as with Leads and Tasks
One of my main gripes is that when I click on a name in the list view in Deals it opens the actual deals page instead of sliding in from the right as it does in leads and tasks/activities. It's just a timewasting endeavour. UNLESS of course, I am completely missing something really simple here? Thoughts?? Thanks
Download report summary
Hi, Why isn't it possible to download the summary of a report? All the information I need is there, but i can't download it so i can send it to someone else or filter. In the main "Deals" view of the table (that I CAN download), I instead can't choose to show the products, which is what the report is about. I'm guessing…
Insights: Deals/Summary table views?
Would it be possible to show also the data table under neath from the reports on Insights/Public links? Thank you
'Remaining Activities Due Today' Filter option
The current option of filtering activities by 'Today' isn't as useful. We can't complete them in batches using the side-pane view because of interleaved done and due activities. Can we have an option to only list activities that are due today but are still not done? I guess similar setting will be required for 'tomorrow',…
Profile picture already there when filling a new contact
Sometimes, when creating a new person contact, after filling the fields but before signing any picture, a photo already shows up in my contact!. And no one in all my organisation has that contact (is a new one). It has happened to me about 10-12 times. Any ideas why?
Merged deals
When deals are merged, it would be great to have a link to the new deal on the deleted record
Move the 'delete' button when editing a Pipeline
Scares me every time! When you click 'edit' Pipeline, the delete button pops up right in the vicinity of the cursor (too close for comfort). Could it be moved to the bottom of the screen or somewhere else out of the way?
need help creating filters for deals
can anyone help or point me in the right direction to create filters in deals?
Include actual E-Mails written in "Last activity date" on Organizations List view
This would be helpful when planning a sales trip and checking who was contacted at what point in time. Its relevant for priotitization and just getting an overview. For clarification, I mean e-mails written via Outlook / Gmail, not the acitivity type "schedule an e-mail"
Automation Emails Not Triggering
Hello, I use email automations for when a card is moved to a particular stage. For the past couple of weeks, all of the email automations for when cards are dragged to a particular stage either do not work at all or are significantly delayed for no reason that is set up within the automation. Can you please advise on some…
Private view options for custom sidebar boxes
Hi there - would love to request that Pipedrive add a custom sidebar option that is able to be viewable ONLY by the user who is logged in. There is some information I would like to keep private from other viewers who share deals and currently this option is not available.
Restrict movement of deals to certain user groups
We want to maintain visibility of deals across the pipeline, but restrict certain users from moving deals from one stage to another. @Product Team For example, we have a pre-sales team and technical integration team, and two sequential funnels that correspond to each. We want the pre-sales team to own the first funnel…
Cummulative Trends Insights
It would be really insightful to create graphs that show cumulative values as a trend and the quarterly/yearly add to that. Photo from https://www.extendoffice.com/documents/excel/1534-excel-cumulative-chart.html
Organizing deals in Pipeline view based on Date created
Wouldn't it be really useful to be able to organize deals in the pipeline from the most recent ones to the oldest ones?
Scheduler link parameters
Hello ! It would be really nice to have the possibility to choose the language of the scheduling pages, as well as to be able to fill in the customer's contact information in advance in the URL. Like so : https://xxxxx.pipedrive.com/scheduler/xxxxxxx/call-deal/?lang=fr&email=doc@brown.com&name=Dr Emett…
feature request: non-integer products_count on 'deals' endpoint
The reply on the deals endpoint produces a products_count that is rounded. I can get non-integer numbers of products on the deals/{dealid}/products endpoint, but I need a separate api call to do so. Can you add a property like 'rawproductscount' that contains the unrounded number of products?
Monetary display non cents
Does anyone know how to get Pipedrive to be consistent/uniform in its display of monetary data? It seems to only show cents (US) if there are any to show. For example, $5,400.50 displays correctly, but $4,432.00 should ALWAYS display "$4,432.00", not "$4,432". See these examples of inconsistency that hinder readability:
WCAG Guidelines
Hello, is Pipedrive updated and current with WCAG guidelines? If yes, what version is it? Thanks in advance.
Emails linked to Leads and Deals
Hello, Here is the issue I'm facing: * We create LEADS in Pipedrive. * If they reply, our email automation tool automatically creates DEALS. * As the contact persons are present in both LEADS and DEALS, we can't see the email conversations in the DEALS Is there any way we could make sure email conversations get marked to…
How to discount scam filters from the open/click through stats
Hi there, I have recently sent out a campaign and was excited to see so many opens and click throughs - however I think that the figures are inaccurate as this may be recipient spam filters checking the links - is there anyway to discount these from the reports? #Spamfilters #Campaignreporting

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