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Ability to configure visibility of goals without having to turn off visibility of all peer data
I to be able to restrict visibility of individuals goals without having to restrict visibility of any of their data
Set a payment schedule
Hello, We are selling industrial equipment and the revenue is paid in different installments after the sale as a % of total sale: Ex: Signature: x % Signature +3 months: x% Signature + 6 months: x% Signature + 7 months: x% ... I don't see such an option for in PD, it could be very useful for more industrial companies…
Configurable buttons to trigger automations
Would be great if there were configurable buttons that can trigger Automations (like send out Offer, update deal stage, and so on) from different places. Also to insert text/templates into notes/activities since a lot is standardized in sales process and now has to be copied/pasted from other docs. So a general…
Bulk Create Activites from Organization or People list view
When we have made a selection on what Organizations to work on, we cant create a Activity from that view, we can Export to mailshimp, send mail, even Show on map, but not Create activity. ?? It should be a standard feature according to me and seems easy enough to add.
Question on HIPAA or PIPEDA Compliance
Hello, would like to clarify whether you comply HIPAA (US standard) or PIPEDA (Canadian standard) ? This information will be very useful for us on considering using your tool. Thank you
Changing order of notes
Hello, I'd like to ask, if it is possible to change order of received and sent notes/emails at Contacts/Organizations. Now, the newest are displaying at the top and I need to reverse it, so that the oldest are displaying at the top. I want to summarize what was the the way of contacting each company and to analyze which…
Merged: Please increase maximum Devices to 5
This discussion has been merged.
Revenue Subscriptions connected to selected Products with Invoiced: Recurring.
It's great to have the new Subscription option for Recurring revenue in a Deal. However, this is not linked to any Products. Products also have an option to set for 'Recurring' or 'One-off' - It would be awesome if you set these and add them to your Deal, it will accumulate the in the Subscription, where it would count the…
Subscription + Product Revenue in same 'Revenue Forecast'
For companies that ours that sell both one-off products, as well as yearly subscription packages, it would be helpful to a) be able to add both in a common place - either under the 'revenue' section, or as a 'product' b) recognise the revenue from both in a single revenue forecast graph. currently products show in the…
Todoist Integration
Anyone working on a Todoist integration directly with Pipedrive? It's been my task manager of choice for the last 6 years. I've tried Asana recently but it didn't fit my needs. I'd like it to Todoist to be able to mirror and sync with Pipedrive so I can complete a task in either app. I know it'll be difficult to get…
FYI to other people not happy with Smart Docs...
They just added the integration for Docusign. It's sort of frustrating because I purposely upgraded for Smart Docs (and I do like the templates and such) and now I'll have to pay an extra $25/month for docusign, but all the things I didn't like that I couldn't do in Smart Docs you can do with Docusign.
Drag and Drop File Upload in Project
In a project, when I go to files, I can not use drag & drop to upload files. Also, I can only upload one file at a time which is unnecessarily time-consuming.
E-mail-lists for leads
We need to be able to reach out to many leads in one single process, and follow up the conversation (email open, automatic responses & reminders). a) Emailing out of the Lead-postbox b) generate E-mail-lists and send-outs c) followup on email opening and responses d) automatic reminders EVERYBODY is working around and…
Delegate email sending to a different user
On some occasions I would like someone from my team to send mailings on my behalf. It would be interesting to add a feature that would allow another user to send mails on behalf of another user.
Payment Schedule in Deal Record Revenue Block
Is there a way to edit the payment schedule options? Currently there are weekly, monthly and quarterly and it would be helpful to have annual, semi-annual and annual/one time options. Many of our projects are invoiced semi-annually. Thanks!
Turn off Sync Options at the Company-Wide Level
The following options need to be added to the various Pipedrive sync options: Email Sync: ability to toggle it off and on for all Users. Email Sync: ability to lock the "automatically link emails to Deals" to OFF Contact Sync: ability to turn this off and not make it an option. Our users have been mistakenly syncing their…
Keep WON/LOST Deals in Pipeline View
Pipedrive should add a feature, at the Pipeline level, to toggle on/off if Deals should still show up in Pipeline view when a Deal is WON or LOST. It is really difficult to continue to explain this feature to our users because to them it looks like no Deals were won/lost. Then we need to set up a List view to show them…
How do I bulk Assign Leads or Contacts to my Sales Reps?
2 Questions 1) First off, I want to make sure I uploaded my CSV correctly. When I uploaded about 19,000 contacts / organizations from a Zoom Info CSV, I uploaded them as Contacts. Should they have been uploaded as leads? 2) How do I bulk assign contacts / leads to certain sales reps? Their territories are assigned by city…
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?
Mention groups of 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…
Followers in Projects
It would be better to add followers in Project! (Usually do project not only just one assignee but also several people help that)
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…
Search all contacts that have received an email
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?

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