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Web Form custom fields values translatable
Hello! Can we have custom field values in multiple languages that we could use in a form that exists in two languages? Example: a custom field name "Activity area" would have a list of possible values and each value would have an English and French translation used in a form available in both languages. So we could have…
Stage Probability should set probability for all deals within that stage
It would be great if, when setting a stage's probability, deals that move into that stage are automatically given that probability. If they are manually changed this could override that, but the stage probability would be default, instead of the default being blank. This would be useful for us because we like to see the…
custom tracking domain for email delivirability
Hello, I would like to be able to set up custom tracking domain for emails because using pipedrive domain instead of my company's can hurt email deliverability. Thanks!
Slack integration should have filters!
So we use multiple pipelines for our sales team and we have the slack integration setup so we can celebrate when a sale is won. However we noticed that any deal that is 'WON' in Pipedrive now goes through as a Slack notification. Ideally we would want to be able to choose which pipeline synchs with Slack for notifications…
Do you want a "SEARCH BAR" to search inside a single deal.
Do you want a "SEARCH BAR" to search inside a single deal. Only returns matching items for anything attached to a single deal.
Frequency by Product - One time, Monthly Quarterly etc.
Need to be able to forecast revenues by product. Add a field for frequency on each product line. Allow user to choose each product as: one time, weekly, bi-weekly, semi-monthly, monthly, quarterly, annually, and ideally custom frequency like every X weeks, every X months. While you're at it allowing each product to have a…
PipeDrive prospector lead reporting
Hello, Not sure if it is a common problem or not, but I really dislike the way to report inaccurate leads. Let's say you have 100 leads to go through in a month. You have to wait ca 5 minutes to see if an individual email is correct or not- if it bounces back or not. My suggestion is to make it possible to somehow…
Wildcards in Filter Criteria
Is there a way to use wildcards in the search criteria? For example, People First Name Contains "*ob" to return all variations of Rob, Bob, etc. If this doesn't exist currently, is it on the roadmap or can we request it as a feature?
Email Template Formatting not consistent via Pipedrive Mobile App
Hey guys, When i'm sending email templates through the Pipedrive mobile app (via the Gmail mobile app), the formatting from the template (hyperlinks, spacing etc) are all removed. Would really appreciate some help on how to resolve this. Thanks in advance!
Viewer Only Access
Hi Pipedrive. I was talking with my Customer Success Manager and she suggested I ask here when the Viewer Only access would be made available in Pipedrive. I have users who have full seats but don't actually interact with customers but they have access to periodically check in on files or reports. I'd much prefer to give…
Adding automatic GPS coordinates
it will be very helpful to add feature that could based on GPS system from phone automatically fill such data in pipedrive. This is a great value while converting lead from PD to CRM and logistic system, as sometimes addresses are not very precise (or there is a typo done), while GPS is.
Expand the Viewing Ability of User Activity History
Currently you can go onto User Profile (top right) and view the last 100 or so updates for any one user. However if this facility was expanded it would allow a manager (like myself) the ability to check on employees to see when and what they are doing throughout the day on a daily / weekly basis. I would like to suggest: *…
Incoming Call Logging - Apple
Does Pipedrive have a plan for enabling call logging on iOS App? I know it can be done with Android, but why not Apple?
Clean add deal view by not forcing required custom fields to appear
When making a custom field required, it will always appear in add deal/lead view as well. This leads to a confusing add deal view and is not necessary when the required field is only crucial in specific stages. Please leave the selection to the user.
Internal Knowledge Base
It would be amazing we there was a tab/page in Pipedrive where we can put general files, not connected to any deal/lead. For example, right now in our company we specified the processes in Pipedrive and want to document it and make it available to all users. The best way would be to have everything stored in one place -…
Relatório de vendas por Produto
Pipe Developers, Tenho uma necessidade muito básica de ter um relatório de vendas por produto e o Pipedrive não fornece. Apesar de conseguir criar uma filtro de lista com as condições e variaveis de produtos, os campos não estão disponiveis para listar e depois exportar. Fiquei bem decepcionado, espero que estejam em…
SmartDocs add Form
Hi, With SmartDocs it is now possible to create a document, presentation and spreadsheet. It would be very helpfull to have the option to create a form that can be filled out for every customer (for them instead of by them). Thankyou! :)
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.

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