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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…
Follower in Project
It would be better to add followers in Project! (Usually do project not only just one assignee but also several people help that)
Campagins module = Increased options of "merge tags".
For example if i want to send out an email with: "Dear (customer-name). We have now registered the deal (deal-name) as (deal-status) . We are happy to start working on your project, and has noted that (custom-field-delivery-date) is the day, where you want the package to arrive. Best regards (pipedrive-user-name)…
Variable Monthly Goals
Hi Pipe Community, After some good comms this week with tech support, we've established that each goal insight widget allows only a single goal value. That is great for a playbook where you may be after making a set number of activities of a certain kind each month. The situation we have however is that we wish to measure…
Entering Deals and Adding Products
When entering a deal and you add products, why doesn't your cursor automatically go to the line when you click on Add Products instead of you having to click on the new line? There are too many times I click on Add New Products and think it goes there and when I start typing, it thinks it's short-cut keys and knocks me out…
Email search
Hi Pipedrive team, I would like to search for all contacts that have received a certain email (subject line known, creator and date known). I was hoping to be able to search via the activity type email and would see all published emails that have been synced to PD. But this search seems only to include actual activities…
Entering Meetings for different time zones.
I subscribe to an appointment setting service in the USA that allows prospects to book an appointment for an advisor to select. The prospects could be in any timezone in the USA. I would like to add this meeting in the timezone that the prospect chose, so that when I send them an email or meeting invite I refer to their…
Remove activities from the main list
Hello.I think it should be possible to have the activities from a project NOT show up in the standard activities list. If we have many project ongoing, it clutters up the activities a lot. Could we maybe have a toggle?
Why Deal history default filter is now Activities and not All, and how to permanently revert?
Hi there, A minor but annoying issue was raised by my team today. Apparently, the default filter in the Deal history view is now Activities, not All. For example, see below when you refresh a deal page with Notes attached. As you can see, there are notes attached to this Deal - however, they are hidden because the default…
Dealing with duplicate deals due to multiple demo / form-fill deals.
Hi all! We've been using PD for over 7 years now and the problem of duplicate deals has been ever growing. I wanted to understand how you are dealing with your demo / query deals. A bit of backstory on how we create deals at our organization. We work with broadly 2 types of deals. Different sales teams get in touch with…
App panel objects limit
Hello, App panel is a great feature but it's limited to 10 objects. Is there any chance to increase that limit? It's useless for us with this limitation and it shouldn't be a performance or security problem to improve it.
Feature Request: Sign In as (Impersonate) User
Hi! It would be great if I can use my administrator credentials to sign in as any particular user in my org. This would allow for my IT team to troubleshoot and fix any issues with email sync, profile name, profile picture, email signatures, caller and more. We currently have to remote in interrupting our reps whenever any…
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

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