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Product Sold Report
WIth the new Insights feature will there be a report for won deals by product as there is in the reports section? This is critical to us using pipedrive.
Bounce-Types
Is there a more detailed description about bounce types or the possibility to check the orginal bounce-messages? I have some contacts with the status bounced (blocked or hard) who also opened the email according to pipedrive. One of those must be wrong. Curious about the explanation ... Cheers, Thomas
Auto refresh pipedrive
Hi, If my colleague puts a new deal into Pipedrive, I can't see it unless I refresh the page. Is there a setting that auto refreshes the page? Thank you
🌟 Smart Docs Signature-box Feature Request 🌟 I would like to add a signature box on a specific line
🌟 Smart Docs Signature-box Feature Request 🌟 I would like to add a signature box on a specific line in offers I send to potential customers. Now the signature is added on a blank page in the contract. But it would be nice to have a signature on a designated place in the document. To further explain have have added a…
Reporting on organization and contact fields
I would like to be able to cross information from deals, organization, and contact in the reporting/insights tools. Currently, we've made some fields specific to organization and contact and we now need to replicate these to the Deal in order to report on them
Suggestion for Workflow automation after Email template is sent
Hello, It would be great to see if we can add a workflow template that allows an upate to the deal or create an activity after an email template has been sent. for example If I sent an email with a 'Quote' from my templates to a business, This creates an activity to follow up with them in X amount of time and also moves…
Feature request: Measure success per email template
In our Sales department we are using 4 templates (4 consecutive messages) for the outreach to new prospects. We would like to measure the success (#opens and #clicks per link) per message in bulk (per template) so we know which message is working well and which message needs improvement. Currently the platform doesn't have…
"Product" or "Product's Category" distinction in Insights report
Hello, I have a bit of a pickle - I am setting things up for our company and planning pipelines. Generally, we would like to limit pipelines number to minimum (as it gives better overview of deals), but in we would like to analyze “Lost reasons” based on either "Product" or "Produts's Category" - which can be defined for…
[Closed] Chatbot Feedback discussion
EDIT: This research has now concluded, thank you all for your feedback! Hi there 👋👋👋, Veronika, Product Manager for Chatbot (LeadBooster add-on) here 🙂 We would love to hear more details about your experience with Chatbot. Are you open to short call with me to discuss your feedback? We are preparing and prioritizing…
Subscriptions management
Hello, Would it be possible to have a reminder few months before the last subscription cycle / before the end date ?
Automation of activities
Hi, I've been working with Pipedrive for almost half a year and I've noticed that there is no way to mark the same activity in several clients at once. I must admit that such a tool would make my work much easier and faster. As a company, we organize sales promotions periodically and I have to mark such activities in…
Pipedrive Calendar: invisible recurring appointment?
Hello There, I have an issue where my Pipedrive calendar, shows that I have a recurring schedule in the middle of the day. My pipedrive calendar is synced with my outlook calendar but my outlook calendar does not have this recurring apointment set up at all. But because of that recurring appointment, clients are unable to…
Email to multiple contacts.
It would be very helpful for us if there was an option to send an email to all the contacts listed in the "Participants" section with just one click. We often need to send to over 10 participants and currently we need to copy and paste each individual email into the email.
Ability to set a follow-up task from Gmail?
Hello! New to Pipedrive. I can't seem to find a way to log a task FROM Gmail. Ex: I send an e-mail to a CTO and before I hit send, I want to tell it to set a task in Pipedrive for me to follow-up in a couple days. Does anything like this exist? Thanks!
Calendar sync issues - pulls all calendars across and wont remove once synced
Calendar Sync is hugely inconvenient in the way this currently works. Our team were excited in being able to use the "Propose Time" option and was all looking like this could resolve a big issue for us but the way the current calendar function works, it just won't be possible to use it as it pulls across all the calendars…
Payment schedule - maximum number of payments
Hi, our client has long term contracts ( life insurance etc. ) and we need to create payment schedule, but there is a limit of 2 years . So this is very short interval. Is it possible to extend this limit or do you have same advice how to solve this? Thank you Lukas Hala
Snippets
Id love to have the option next to templates to add a couple of smaller pieces of text (snippets) into an email for when I want to mix and match different parts of templates together.
Customise default send times for email scheduling
Hi there - it'd be great if we could set profile or organisation-wide defaults for email scheduling times. The current defaults are too generic - e.g. "Tomorrow Morning" defaults to 09:00 which means emails will be arriving at the same time as a lot of newsletters, calendar notifications, snoozed emails from Gmail and…
Private deal details visible to users that shouldn't see them via workaround
Hello PD team, Our setup is pretty straightforward and common. We have all deals set to owner and follower visibility only. However we have all contacts set to visible company wide, this prevents us from having numerous duplicates of contacts for the same people in the system from various users adding the same person.…
Products Category
Anybody what the purpose of the field Category is in Products? I like the idea of it but when adding a Product to a deal there is no way to filter by Category so you are forced to add the Category name to the Product name. It would be nice if you could filter by Category and then select the Product from the Category.
Updating tags in Mailchimp
I am using a custom field to create tags for all of the customer. What I want is for that information to be updated to the connected Mailchimp service in their tags. Is anyone doing this? Are there other mailing platforms that I can use instead which will allow me this functionality?
Suggest different timeslots for different weeks to clients with ONE link
In the activities, section you have the "suggest timeslots" but there I can only work with a scedule that is the same for every week I want them to book timeslots. Can you make a scedule for example for a month which is different every week? I do want to have "one" link, but I want the link to create for example not every…
The Progress Reports should be able to report on Lead conversion.
If we utilize the the native Leads function, we cannot report on the progress. For example, there's no way to know how many Leads were converted to Deals, who the reps were, how long it took, etc.
Feature Request: I'd like to be able to Smart BCC/add a specific email to a specific organization or
Sometimes the email doesn't originate from the contact * example #1: incoming initial inbound inquiry from a form we have on our website - separate from Pipedrive's webforms * example #2: a colleague has forwarded an email to me where the original sender's contact information is further down in the email so email sync…
New here - Ideas / Integration suggestion for project details
Hi everyone! My team is new to Pipedrive and we're excited to use this as our main hub for our clients. Each of our deals (architectural designs) contain tons of details that we would like to be able to reference whether it's to re-use a component on a new project or reach out to those with a certain feature for follow-up.…
Lead Creation - Assigned to Option
It would be great for us to be able to assign an owner for new leads as well as on the deals page. Our Customer Service team field the incoming prospective accounts and assign them to the areas sales person. Currently it will auto assign the person raising the Deal as the owner. I would like to create a workflow automation…
Product Conversion - Insights
Hi Pipedrive, Could you advise on when Insights will give the functionality of reporting on conversion rates vs. products please? Products has been great for us and gives us the ability to streamline the number of pipelines we have, rather than having pipelines based on product. However, in its current form we can get…
Competitors Section
Hi, It would be great to have a competitor research section similar to the contacts section. It would allow us to keep any competition research in one location and link it back to specific leads / deals / prospects / customers. Thank You.
Email: resending emails
A lot of our customers loose emails in the junk mail folder, blocked by the IT administrator as junk or simply overlooked. When I make a follow up call I frequently end up resending the original email. It would be great if there is an efficient way to resend the same email with attachments.
Group Email and Block contacts
* When sending group email, why pipedrive can't trigger once 100 contacts selected? it makes me to count 1 to 100. Simple feature to be added. * How to block / highlight / trigger some contacts as they dont to receive our follow up emails. Please suggest.

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