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Resubscribing, new Opt In after Opt Out?
It is a great feature that contacts can subscribe by filling out a webform. But it does happen, that contact unsubscribe and make up there mind later down the road and want to subscribe again. It seems that this is not possible as of now. If a contact unsubscribed and fills out a new form with the wish to opt in again,…
Locking fields so they can only be edited by Admins
Is it possible to create a custom field that is either just there for reporting or can only be edited by the Admin? We want to track the source of the data and will be using multiple sources. We will then be able to report where each deal came from and which sources were more profitable. I can create the "source" field and…
GMail / G-Suite support for multiple domains
Gmail / G-Suite supports sending from multiple domains. However, sending from PipeDrive when integrated into GMail only support sending from the primary domain and allow you to use any of the other domains.
Fine-Tune Email Tracking
I've noticed that if I happen to open an email that I've sent for whatever reason (maybe to Ctrl-C some copy, or to check what I told someone), email tracking counts it as an open. It'd be great if you could exclude user IPs, or synched email addresses from counting towards the engagement totals - I leverage the engagement…
Need the ability to template the title of smart docs
We create a few documents per deal (a quote, an agreement, etc.) all documents (even though created by different templates) come out with the same title in Smart Docs - it uses the deal title every time. It would be useful to create the title as part of the template
Sending delayed emails - creating short email sequences
I am looking for an automation option to send email sequences. I want several delayed email messages to be sent at a particular time in future, for example, several follow-ups to be made after a week, two weeks, month.
I'd like to have the ability to link to a dropbox (etc) folder from the organisation view
Hiya, it would be super helpful to be able to add a link to a folder from a custom field in the organisation view. A number of my clients have many many files that are gathered over years so uploading them to their file in pipedrive isn't really practical as it would take too long to scroll down to a particular one via the…
Selective email syncing
We migrated from another CRM, Close, where we first manually had to enter a lead's email address, and then the email syncing kicked in. I loved the fact that I could work in my normal mail client, wherever I was, and did not have to worry that many of my unwanted emails get synced to the CRM. It would be amazing to have an…
Editing teams workflows and ID'ing what's running
We need the ability edit our teams workflows, admins should be able to edit or adjust anything and right now that's not the case. Also, the ability to identify running workflows to help debug what's triggering and adjust if needed is essential.
workflow automation to create event in the future
not sure if this is possible to create, but it would be really useful to have a workflow automation that was able to create an activity a certain period of time after the criteria were met. for instance, we run projects and more than ever our costings are constantly changing. it would be cool to have an automation that…
Leads and contacts
Why are the leads sections not automatically populated from my contact list? I just want to convert some of my contacts to leads, is there an easy way, and not one time bulk, to do this"?
Font choices in Pipedrive Campaigns
We are heavy Pipedrive users, so we were beyond happy when we saw that Pipedrive Campaigns was launching so we could migrate over from Mailigen. I spent a few hours yesterday creating a template for our company: setting up header, footer, contents, imagery, logos, etc etc. I then copied in some pre-planned text from a…
Carry fields from Deals to Projects
When we convert a deal into a project, much of the data carries over, but not all. We would like to carry the 'Value' field over, so in addition to seeing see how much potential revenue is in the deal pipeline, we can also see how much revenue is in the project pipeline. Additionally, we created a Cost Basis custom filed…
Custom 'duration' reports in Insights
Hi team, Is it possible to produce custom 'duration' reports in Insights? For each new deal, we set a 'lead date' and a 'qualification date'. I would like to know the average duration between the lead/qualification dates and the deal won date. Right now, I only seem to be able to run a 'Duration' report on the entire…
Tracking page for the customer
When I buy a burger, I get a link to a fancy webpage where I can track the status of my order. Is there a way to provide something similar to our customers? The idea is to expose only part of the information in the deal.
Asking for Proposal and Contract Integration Feedback
I am currently looking into Formstack for our proposal and contract integration, and there aren't any reviews with the integration capabilities. Is anyone utilizing Formstack as their proposal and contract solution? If not, what are others using?
Add note to phone number or email
Hello, a lot of our clients have multiple contact information (multiple phone numbers or emails) and distinguish them with 'work,home,mobile,other' is not enough for us. Is there a way to annotate phone number or email? Or do you plan it in your roadmap? Thank you. Maros
The lead tab and function in activities needs a lot of work A lot
First I want to explain what I see from leads. I think it is a great idea to have separate leads from your active pipeline, we were waiting for months for the integration of caller in leads and finally, we have it and it works fine. However, the LEADS function is still far away from the Pipedrive standard. My leads…
Quickly navigate between different Pipelines on main deals page...
For those who use multiple pipelines (like I do) I think it'll be a great idea for a user to add 'Buttons' on the deal page at the top of the screen for the pipelines they frequent the most, rather than having to choose the dropdown... circled in red is what I use now to switch between pipelines circled in blue is a lot of…
Deals Layout - Is anyone experiencing the same thing?
Hi there; I have been using pipedrive for a few mouths and have a couple of suggests / comments that a pipedrive support person recommended that I post. Here they are: * On the Organization page, I would like to see of the open deals for each customer. Currently there is a 5 Deal limit that are shown on the main page. You…
Linking notes/activities from Organization to Deal, rather than Deal to Organization
Spoke with a very helpful representative earlier, regarding a potential struggle our company is facing. Currently, posting to a deal will auto populate on the corresponding organization. However, due to coding and how the items are linked; it isn't possible to post a generic update/note to the organization and it auto…
Smart Doc Improvements
Smart Docs with eSignatures are a great alternative to Docusign, Hellosign etc. but they're missing a few key features that would really improve them and make the transition from one of the alternatives much smoother. * Allow recipients to complete fields as well as signing e.g. filling in their contact details or those of…
Mandatory attachment on email templates
Hello developers, most of our emails need an attachment like an infomemo or a NDA. We use the same email template but different attachments. Therefore it is not possible to integrate the attachment in the email template. Unfortunately sometimes we forget the attachment and send the email naked. So it would be great to have…
Customize what shows up in tiles
Feature request: one thing I would love to see is being able to edit what shows up in the tiles in the Pipeline view. Our teams want to be able to change this information based on their needs. Any plans for this?
Use Original Time of Forwarded Emails
When I forward an email to the BCC address (e.g., a reply I received), Pipedrive is using the time of the forward to sort the mail in timeline views, not the time the original mail was sent. This may lead to mails showing up in the wrong order, if I'm not careful to forward them in chronological order: It would make things…
Drag & Drop Steps
It doesn't look like we can drag & drop steps in automation workflow. Is that something that is being considered for future enhancements?
E-Mail template "Product field" not available
Dear all, I have created an automated workflow triggered by a won deal to inform our after-sales team. To provide the necessary information, different fields are drawn in an E-Mail template. Unfortunately the important field "products" can not be selected to be sent to our after-sales team. Am I the only one with this…
ZIP CODES IN ORGANIZATION DETAIL
It is ABSURD to me that Pipedrive hasn't AT LEAST allowed for the separate zip field to show up in the sidebar of the detail view of an organization. The field is available in the organization list but they can't add it as another field option in the sidebar? That's ridiculous. This is the MINIMUM viable solution Pipedrive…
NOTES in the pipeline stages and colors
hello, can you please add to the stages in the pipelines a text space to add like NOTES, on how to use those stages, something that I can fill to explain how to use the flow, the stages the pipelines.. so my staff members can just hover on the title of the stage to see this text or click on an ICON? Maybe also add the…
Keep a Record of Lead Labels when converting to Deals
I'm not sure exactly what the best way of doing this would be, but I was a bit surprised after converting some leads to deals that any labels that had been attached to the Lead disappeared, and I couldn't find a record of them anywhere.

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