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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…
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.
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.
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.
Team Messenger
Would anyone else like to see a sidebar for your team with a chat option between coworkers? Or is this something already available?
Payment Schedule in Deal Record Revenue Block
Is there a way to edit the payment schedule options? Currently there are weekly, monthly and quarterly and it would be helpful to have annual, semi-annual and annual/one time options. Many of our projects are invoiced semi-annually. Thanks!
Turn off Sync Options at the Company-Wide Level
The following options need to be added to the various Pipedrive sync options: * Email Sync: ability to toggle it off and on for all Users. * Email Sync: ability to lock the "automatically link emails to Deals" to OFF * Contact Sync: ability to turn this off and not make it an option. Our users have been mistakenly syncing…
Keep WON/LOST Deals in Pipeline View
Pipedrive should add a feature, at the Pipeline level, to toggle on/off if Deals should still show up in Pipeline view when a Deal is WON or LOST. It is really difficult to continue to explain this feature to our users because to them it looks like no Deals were won/lost. Then we need to set up a List view to show them…
How do I bulk Assign Leads or Contacts to my Sales Reps?
2 Questions 1) First off, I want to make sure I uploaded my CSV correctly. When I uploaded about 19,000 contacts / organizations from a Zoom Info CSV, I uploaded them as Contacts. Should they have been uploaded as leads? 2) How do I bulk assign contacts / leads to certain sales reps? Their territories are assigned by city…
Personalized deals view from pipeline perspective.
Hi, Is it possible to add such a feature? Goal is to change Organization to another custom deal field. I believe it could be very helpful for many organisations. There is very little space in the deal block, therefore it is very valuable to suit it to the real needs.
Exclude Internal Emails From Sync.
I'm wondering if it is possible to exclude internal e-mail addresses from our sales metrics. our emails are synced with Pipedrive, on our end of day metrics count. our emails also include our internal discussions.
Deals - Lost - View the "Pinned" Comments
When Deals are "Lost" with a Predefined reason and a Comment, you can only see the Predefined reason in the Deals list view. You can only see the Comments which are "Pinned" on the deal in the detailed Deal view. We would like to see the "Pinned" comments in the Deals list view as well. This assists us with analyzing why…
Inconsistency Google maps plug In
Hi there, we are using Pipedrive for a half year now, and have some difficulties with the Google maps Plug in. please give me your thoughts: - Pipedrive is connected with our ERP system. - We send the address detail fields tot the API of our ERP. Sometimes there is no result or a bad result from google for the address…
Unable to send plain-text emails and sender name missing
I just discovered that Pipedrive is not sending plain-text emails anymore, even if there's no formatting in the mail. This was different only a short while ago. Is there any way to switch this back? We don't ever send HTML emails to individuals. Any help highly appreciated! Update: Support told me this is a bug and…
Where is the Recurring Revenue Growth Report?
Obviously, somebody removed the "Recurring revenue growth" report in the Insights. Will it come back? Is there another way of tracking the Expansions/Contractions/Churns?
Group users
My feedback is to be able to create groups of users or departments within Pipedrive. It sounds like a simple idea and at least for me would be very helpful. My company has 2 people that do admin and a whole sales team. Every time sales needs to talk to both people from admin, they need to tag both people in the…
Display Lost Reasons *comments* in reports and/or in deals List view
This would be a useful functionality to us.
Workflow sending emails: Set Date
Feature Request: In workflow automation, we can select to send an email on a condition match. Is there a way to place a DATE field of WHEN the email(s) will be sent? I would like to have the event trigger a series of emails but each one on different dates that the emails go out. Adding this field seems like a simple thing.…
Filter for non-deal linked activities in insights & reports
Should be able to exclude non-deal activities (e.g. activities in someone's calendar that are not related to deals) from activity insights & reports. You can do this on the table of activities, but when looking at activity growth over time, the numbers are skewed by internal meetings and calls which can't be filtered out.
Lost Reason Comments Box
Hi, When a deal is lost we add more detail around why in the Comments box which is underneath the lost reason. However, this data only seems to appear on the specific deal and not anywhere else like Insights, Deal Filters or in Workflow Automation. It would be great in either Insights or in the Filter view to be able to…
Expand insights reporting to include cost metrics
Would it not be possible - and make sense - to expand on the capabilities within Insights, so that the cost metrics (cost per unit and direct costs) form part of the reporting? For instance, I would be fantastic to see a gross margin report that clearly shows what is earned on each deal and/or product sold. As we spend…
Purpose time option in email limits you to 4 clients per hour!
Dear team, With the manage availability option and pick a time option, it prevents to book the same timeslot with multiple clients, is there a way to implement an option to overrule the prevention of double booking? Because of the limitation of 4 clients per hour(where we sometimes have 15 per hour) it is therefore…

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