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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.
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?

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