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Workflow Automation Query: Deal Probability Update based on Deal Stage
Following on from Jack Duff's post last year (https://community.pipedrive.com/post/stage-probability-should-set-probability-for-all-deals-within-that-stage-5ebc17b240e0286d0170308c), since this feature isn't available, how can we create a Workflow Automation that automatically updates the Deal Probability field based on…
Text Formatting / Spacing Controls
Can you add line spacing options like they offer in Mail Chimp. Like "normal, 1.25, 1.5, double" options for line spacing
Notification if label was removed
A small step for me, but a giant leap for a lot of users. And it would contribute a lot to process security in Pipedrive: You can create automations when a label is added or changed to a deal, but not when it is removed. Some companies (especially larger ones, with visibility restrictions) mark organizations with an open…
Personalized field in Deal, shown as dropdown field
It would be great if Pipedrive gives the option to configurate the "1 option field" as dropdrown in Web Forms instead of radio buttons.
Recurring Revenue feature in Products
Are there any updates regarding the integration of the recurring revenue feature in the "product area" of the deals? As we discussed this issue in multiple other threads its a big intrestpoint for us and many others as the feature in its current state is prettymuch worthless to us.
Feature Request for Meeting Planner
hEy Pipedrivers Meeting Planner is such a cool and smart tool! What I love is that e.g. the name and e-mail adress of a contactperson can be directly taken into pipedrive. Pipedrive will then create a new contact which already has the e-mail adress implemented. Wouldn't it be wonderful if also the organisation a new…
Add ability to define translations for custom fields and options
We have users who speak two different languages. As of right now, our custom fields and options for select option type fields can only be in one language or the other. I don't ming having to manually enter the translations in the admin areas of pipe drive, but I would like my users to see all of the interface in their…
Signer priority in Smart Docs/E-Signature
Does anyone know if it is possible to set a "priority" to a specific signer when using Smart Docs? In most cases, our contracts are to be signed by the client first then by a manager/supervisor. It would be great if instead of sending a request to all signees, we could determine who must sign first and then subsequent…
Add ability to have additional fields show up in tool tip
When searching for a client in contacts, there would be a benefit to being able to see additional fields in the tool tip that shows up when holding the cursor over a contact name. In our application, this would be the ability to see the date of birth of a client without having to open every contact to check. Many of our…
Order of products
Hi there. I use multiple products in each deal. I often need to change the order of the products. But I cannot do it. So I have to rewrite the products . I would love to see the ability to drag a product from one position to another, or an arrow button up or down, to move the product up (or down)one row.
Sync Outlook/office.com email/calendar/contacts based on Category
Had a nice chat with support about this, and they promised to take this to the product team, but also posting here to gain support/priority. The feature I really miss in Pipedrive’s integration with Outlook, is the ability to only synchronize/track emails/calendar entries/contacts assigned a specific category. You can set…
Pipedrive autocorrect settings
Hi dear community, Just to let you know that if you have a problem with the autocorrect of pipedrive, it is not due to pipedrive software but with your browser settings. If you want an autocorrect in the right language, you can add it to the browser setting and it will probably improve your working conditions. Best, Théo
Suggestion: Add export functionality to Web Visitors Add-on
The data we are receiving from the Web Visitors Add-on is very valuable but we are getting bombarded with data. Being able to export the data into Excel would be very handy. Thanks Greg
Documents and cloud services in PD
I have taken a deeper look at PD’s handling of cloud integration and documents and would like product managers and engineers have a deeper look at this issue. We all need to deliver lawful, sustainable, and user-friendly services. To meet these goals, some work seems necessary. * By default, PD stores any documents created…
Tag or "@" other people and organizations in notes and activities
I know you can "@" other Pipedrive users in notes and activities, but how about using this function for other people and organizations. E.G. "Steve referred me to Mary in Purchasing," or "Steve from Org A told me Mary at Org B also needs help with this."
Emails from Pipedrive
We are loving sending emails from pipedrive, and everyone in our company are sending emails directly from deals. We noticed that templates are moved to the top, after the Subject box. Is it possible to put them where they were, on bottom of the mail?
Pipedrive should make Security Center & Rules standard across all plans!
In today's world of constant data security attacks and threats, it seems a bit misguided for Pipedrive to remove access to Security Center and Security Rules in the new breakdown for its subscription options. Soon, only Enterprise-level plans will have access to these very crucial features. It seems quite misguided for…
Automatic update of Prospector Person Lead information when that Person has been added to Pipedrive
It would be a nice feature to have changes to Person information automatically carried over to Pipedrive objects when relevant updates occur. For example, if there are updates to contact information and also if the Person's job history changes... most importantly if they are no longer working for that same organization.
Other deal buttons than WON or LOST
When you have a separate pipeline for WON deals (duplicated after won) e.g. for the projects that result out of the won deals I would love to END those after everythings has been completed. So I don't want to delete those deals but END them. Is there a way or a workaround? #asking for advice # seeking help# new…
Deals and Pipeline set up for Saas Subscription products
Our SaaS product is sold on a Marketplace, each trial and sold licenses is converted into a deal in Pipedrive. I'm looking for advice on how to handle the deal once it is lost (ie: the trial is not converted into a sale, a subscription is not renewed...). Do you leave the deal in the Pipeline? Did you add a special lane? I…
Public roadmap for beta testers
Is there somewhere I can see the roadmap of planned features and release dates? I've finally been added to the channel just as we're about to pull the trigger on ActiveCampaign, so it may still be too late.
Recurring Revenue Subscription Period
Hey all! I am just posting to let people know that I just submitted a request to have a "6 month" option added to recurring revenue - I have clients who pay every 6 months OR year, and it would be really helpful to be able to have that option. Is anyone else in need of this? If so, can you help me by putting in a support…
Reduced Size PDF Creation
Whenever I use the PipeDrive Smart Docs feature, I export my document as a PDF. The algorithms used though create a massive 2500kb pdf file (probably because of a large image I use), then I have to go into adobe acrobat and save the new pdf again as a "Reduced Size" PDF to get the file size to a more reasonable 359kb file.…
Does anyone have loading time problems when a deal has more than 50 activities?
Does anyone have loading time problems when a deal has more than 50 activities?
Multiple Pipedrive work flows with separate or unique Detail fields
Hi Pipedrivers. I'm trying to run 2 brands from the one instance of PD. I'm wanting to capture different information that is relevant to those brands. Currently I have to separate instanced of PD and its effecting our ability to cross sell / capture client data. I'm wanting to combine instances, but under separate…
Automatic Workflow and Imported Data
Hi, I know that automatic workflows don't trigger for imported data, but does anyone have a workaround for this? I am trying to automatically set a task everytime I import people from an excel file, but don't want set a task manually every time.
Insights/Dashboard - duration only measured in hours
I'm working through creating some custom reports, and I can only ever get duration in hours. More specifically, I am tracking the duration of different activities -- and I need the duration measured in days.
New deal button
Hi! I'd love to see a feature in which clicking a newly created deal in the popup button at the bottom of the screen does not automatically open a new tab, but instead opens the new deal from the same tab.
Insights: Inaccurate tracking of stage completion
Scenario: Stages in the pipeline: In discussion --> Demo Booked --> Next steps in progress --> Second meeting booked --> In negotiation --> Not now - later When someone updates a pipeline stage for a deal (DEAL A), from in discussion to not now - later Under insights - when looking at how many Demo's were booked this week,…
Feature Request - Deal Approvals
It would be great if a sales leader could approve a Deal before it either moved to a specific stage or could be marked as Won. That would save us a lot of headaches before we move a sold deal into production.

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