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Download report summary
Hi, Why isn't it possible to download the summary of a report? All the information I need is there, but i can't download it so i can send it to someone else or filter. In the main "Deals" view of the table (that I CAN download), I instead can't choose to show the products, which is what the report is about. I'm guessing…
Insights: Deals/Summary table views?
Would it be possible to show also the data table under neath from the reports on Insights/Public links? Thank you
'Remaining Activities Due Today' Filter option
The current option of filtering activities by 'Today' isn't as useful. We can't complete them in batches using the side-pane view because of interleaved done and due activities. Can we have an option to only list activities that are due today but are still not done? I guess similar setting will be required for 'tomorrow',…
Profile picture already there when filling a new contact
Sometimes, when creating a new person contact, after filling the fields but before signing any picture, a photo already shows up in my contact!. And no one in all my organisation has that contact (is a new one). It has happened to me about 10-12 times. Any ideas why?
Merged deals
When deals are merged, it would be great to have a link to the new deal on the deleted record
Move the 'delete' button when editing a Pipeline
Scares me every time! When you click 'edit' Pipeline, the delete button pops up right in the vicinity of the cursor (too close for comfort). Could it be moved to the bottom of the screen or somewhere else out of the way?
need help creating filters for deals
can anyone help or point me in the right direction to create filters in deals?
Include actual E-Mails written in "Last activity date" on Organizations List view
This would be helpful when planning a sales trip and checking who was contacted at what point in time. Its relevant for priotitization and just getting an overview. For clarification, I mean e-mails written via Outlook / Gmail, not the acitivity type "schedule an e-mail"
Automation Emails Not Triggering
Hello, I use email automations for when a card is moved to a particular stage. For the past couple of weeks, all of the email automations for when cards are dragged to a particular stage either do not work at all or are significantly delayed for no reason that is set up within the automation. Can you please advise on some…
Private view options for custom sidebar boxes
Hi there - would love to request that Pipedrive add a custom sidebar option that is able to be viewable ONLY by the user who is logged in. There is some information I would like to keep private from other viewers who share deals and currently this option is not available.
Restrict movement of deals to certain user groups
We want to maintain visibility of deals across the pipeline, but restrict certain users from moving deals from one stage to another. @Product Team For example, we have a pre-sales team and technical integration team, and two sequential funnels that correspond to each. We want the pre-sales team to own the first funnel…
Cummulative Trends Insights
It would be really insightful to create graphs that show cumulative values as a trend and the quarterly/yearly add to that. Photo from https://www.extendoffice.com/documents/excel/1534-excel-cumulative-chart.html
Organizing deals in Pipeline view based on Date created
Wouldn't it be really useful to be able to organize deals in the pipeline from the most recent ones to the oldest ones?
Scheduler link parameters
Hello ! It would be really nice to have the possibility to choose the language of the scheduling pages, as well as to be able to fill in the customer's contact information in advance in the URL. Like so : https://xxxxx.pipedrive.com/scheduler/xxxxxxx/call-deal/?lang=fr&email=doc@brown.com&name=Dr Emett…
feature request: non-integer products_count on 'deals' endpoint
The reply on the deals endpoint produces a products_count that is rounded. I can get non-integer numbers of products on the deals/{dealid}/products endpoint, but I need a separate api call to do so. Can you add a property like 'rawproductscount' that contains the unrounded number of products?
Monetary display non cents
Does anyone know how to get Pipedrive to be consistent/uniform in its display of monetary data? It seems to only show cents (US) if there are any to show. For example, $5,400.50 displays correctly, but $4,432.00 should ALWAYS display "$4,432.00", not "$4,432". See these examples of inconsistency that hinder readability:
WCAG Guidelines
Hello, is Pipedrive updated and current with WCAG guidelines? If yes, what version is it? Thanks in advance.
Emails linked to Leads and Deals
Hello, Here is the issue I'm facing: * We create LEADS in Pipedrive. * If they reply, our email automation tool automatically creates DEALS. * As the contact persons are present in both LEADS and DEALS, we can't see the email conversations in the DEALS Is there any way we could make sure email conversations get marked to…
How to discount scam filters from the open/click through stats
Hi there, I have recently sent out a campaign and was excited to see so many opens and click throughs - however I think that the figures are inaccurate as this may be recipient spam filters checking the links - is there anyway to discount these from the reports? #Spamfilters #Campaignreporting
Resubscribing, new Opt In after Opt Out?
It is a great feature that contacts can subscribe by filling out a webform. But it does happen, that contact unsubscribe and make up there mind later down the road and want to subscribe again. It seems that this is not possible as of now. If a contact unsubscribed and fills out a new form with the wish to opt in again,…
Locking fields so they can only be edited by Admins
Is it possible to create a custom field that is either just there for reporting or can only be edited by the Admin? We want to track the source of the data and will be using multiple sources. We will then be able to report where each deal came from and which sources were more profitable. I can create the "source" field and…
GMail / G-Suite support for multiple domains
Gmail / G-Suite supports sending from multiple domains. However, sending from PipeDrive when integrated into GMail only support sending from the primary domain and allow you to use any of the other domains.
Fine-Tune Email Tracking
I've noticed that if I happen to open an email that I've sent for whatever reason (maybe to Ctrl-C some copy, or to check what I told someone), email tracking counts it as an open. It'd be great if you could exclude user IPs, or synched email addresses from counting towards the engagement totals - I leverage the engagement…
Need the ability to template the title of smart docs
We create a few documents per deal (a quote, an agreement, etc.) all documents (even though created by different templates) come out with the same title in Smart Docs - it uses the deal title every time. It would be useful to create the title as part of the template
Sending delayed emails - creating short email sequences
I am looking for an automation option to send email sequences. I want several delayed email messages to be sent at a particular time in future, for example, several follow-ups to be made after a week, two weeks, month.
I'd like to have the ability to link to a dropbox (etc) folder from the organisation view
Hiya, it would be super helpful to be able to add a link to a folder from a custom field in the organisation view. A number of my clients have many many files that are gathered over years so uploading them to their file in pipedrive isn't really practical as it would take too long to scroll down to a particular one via the…
Selective email syncing
We migrated from another CRM, Close, where we first manually had to enter a lead's email address, and then the email syncing kicked in. I loved the fact that I could work in my normal mail client, wherever I was, and did not have to worry that many of my unwanted emails get synced to the CRM. It would be amazing to have an…
Editing teams workflows and ID'ing what's running
We need the ability edit our teams workflows, admins should be able to edit or adjust anything and right now that's not the case. Also, the ability to identify running workflows to help debug what's triggering and adjust if needed is essential.
workflow automation to create event in the future
not sure if this is possible to create, but it would be really useful to have a workflow automation that was able to create an activity a certain period of time after the criteria were met. for instance, we run projects and more than ever our costings are constantly changing. it would be cool to have an automation that…
Leads and contacts
Why are the leads sections not automatically populated from my contact list? I just want to convert some of my contacts to leads, is there an easy way, and not one time bulk, to do this"?

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