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Assign Roles to Participants + Automation
We have participants that can perform different roles on different deals. Being able to assign and view a role that they play in this specific deal would be really useful. Updating participants (according to their role) on a deal takes a lot of our time. Being able to set some automation for tasks, texts and emails so that…
Activities: Pop-up Reminders / Priority Setting
Is PD ever going to add the ability to enable a pop-up reminder for an activity? Not reminders via email, but a simple pop-up reminder on my desktop if I want it? Is PD ever going to offer the ability to set the priority for an activity in the activity window: High, Med-High, Med, low
Export Deal - Person Details missing
When i export a deal to an excel it used to include the phone number and email address of the primary person attached to the deal. For some reason this no longer happens and only the name comes through. Can it please be changed back asap? We use the information in other spread sheets to generate documents we use, so our…
Remove Activity Type Defaulting
We have a suggestion that could improve the way that Activities work. We are rolling out some reporting on our Activities by Users, and noticed that many of our Users don't ever change the default Activity type (currently Task) to something they are actually doing (usually a Call or Meeting). There should be a way to make…
Hitting Enter on Lost Popup Submits the form
Currently if you are typing in a lost reason and then hit enter. It does nothing. It would be nice if it submits this form rather than having to mouse over to the button.
Project management: Linking a project to an existing deal
New screen for budgets, great but...
I just entered my Pipedrive and... surprise! The elements in "products" can finally be activated or deactivated, and they have also improved a lot by being able to order them according to the preferences of each moment. It is an important step. All the work of attracting clients is often at stake in the…
Details for Multiple Pipelines
The nature of our business and use case is such that we have multiple pipelines. The detailed information that I would like to collect and reference for each is very different (even for the same contact or organization). We really need a way to have have different custom "details" populate depending on which pipeline a…
Lost Deals Terminology
I've had a couple of clients explain their understanding of a Lost Deal to me when introducing Pipedrive, many feel the term Lost isn't what suits their business. I understand that if you Lose a Deal it doesnt remove itself from the system, you can apply a reason and report on it. However, I wonder if in the future it…
Notes from Org to Deal
There doesn't seem to be a way to duplicate all notes, emails, and activities from an organization when creating a deal. We have our SDRs scheduling meetings for our AEs, but when they set the meeting they create a deal. The AE then has to click back to the organization for all the information for the meeting.
Deals correlated with products report
Hi All, I found that there is no way to see products list in deals list view, I can add number of products only. So I can't analyze convertion rates for deals with specific product or group of products, I don't know which products do I have in pipeline etc. I have to check one by one what is not an option when we have many…
Customize "pipeline" view
Would be great if I could customize the pipeline view - I need to see who the owner of the deal is, without filtering. Would be really beneficial for managers of the tool
Searchable Notes???
Is there a way to search inside notes fields? The main search bar does not seem to search within notes. How do you cope with that?
Calendar sync with email providers that are not Google or Microsoft.
Hi, Are there any plans to sync with email and calendar providers that are not Google or Microsoft? Perhaps something via CalDav. We are currently using Protonmail. Thanks, Jenny
Smart docs add on pricing
Hi Pipedrive, In my PD if I click Documents NEW it says pricing starts from $32 a month per company. That's equivalent to about £24 a month in the UK. But when I click on the Explore Features button, the pricing is listed as £39 a month. Even though the £ is worth about 1.35 USD, UK customers are being charged about 60%…
Customers Interests
Hey team, in sales we always trying to get to know our customers better, and a simple way to do this is to find out what their hobbies and/or interests are, e.g. golf, fishing, knitting, you know the drill. I'm wanting to know if there's a simple way to collate or store this information so that if I quickly want to see who…
Mailchimp Integration, Tags
Mailchimp has been pushing more and more the use of Tags and Segments instead of multiple audiences. It is not possible to select a Tag or a Segment during an export from Mailchimp. When do you plan to update the Pipedrive integration?
Product details visible in Mobile App
We would like to be able to see product custom fields on the mobile app. Our product we sell is "one-off" for each one, so we use the Product custom fields to describe some aspects of each product. When selling in the field would be super helpful to be able to access that information.
selecting multiple deals in list view easily
In the list view, clicking on one deal, holding shift and clicking on the last, selecting all the ones in between. Now it's extremely inconvenient to select a large amount of deals by having to click one by one.
Suggestions + Leads reporting feature
I would like to see the leads reporting (Insights) feature. Currently, I can use reporting only on Deals which is around 30% of my prospects. Therefore couldn't track my efforts for 70% of the pipeline.
Adding Sales Tax
Hello, Our company would like to be able to add sales tax to specific deals. After speaking with Pipedrive we found that the only option we have is to add sales tax to the product itself. However, we only charge sales tax in certain regions. For this reason we would like to be able to add sales tax on the fly to specific…
Pull Organisation address into Activity Location field as the default or first suggestion
Don't you think it would make sense for the Organisation's address to be there as the first suggestion in the Location field when creating a meeting or appointment? We have it for the person (the contacts in the company) so why not give us the company address if it has been entered? I find it quite annoying that we go to…
Project management: notes and files
Adding a contact WITH phone or mail but without the name
I was wondering if there is a way to add a contact with phone/mail but without the actual name We're active in real estate. During prospection, in some cases you found/have the phone number or mail but not an actual name. However, when adding a contact to a deal, a name is an obligated field. Consequently, our agents put…
Improving Workflow Automations
It would really help if PipeDrive would develop management tools for workflow automations. I am the administrator for our company's account. We have MANY workflow automations. Currently, there is NO WAY to: * organize them into user-defined categories, * quickly view how they are constructed, or * manage automations…
🚀 The Domain Authentication solution is coming!
Hey Pipedrivers, I’m Anton, the Product Manager for Campaigns at Pipedrive, working on delivering our lovely marketing product 😎 I am happy to inform you that the Campaigns team and I are now working on the domain authentication solution to improve our customers’ email delivery rates further. We know how sensitive the…
Requiring a custom field when a deal is marked lost...
We're working on identifying our SQL (Sales Qualified Leads) and in order to do that, we need to clearly identify which deals are SQL and which are non-SQL. The feature request is this... I'd like to be able to configure a custom field to display on the pop-up when I mark a deal as lost. So, we'd create a custom field with…
Mask a value inside smart docx in terms of security
Smartdocs can't include mask value inside of a form in comparing panda docx ... this is the main reason i don't send price proposals trough smart docx...
More Note Formatting Options
It would be helpful to have more control over the Notes. * Have Strike Through as an option * Font color options * Ability to create a Template for Notes * Ability to Tab * Ability to create a Check List
No link in pinned notes
I have an link, which i write in a Note. It works in the note. But if I pin it to the top, it shows only the text without the link. Is this a bug?

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