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Privacy Policy on Webforms (GDPR)
Are there any news about the possibility to add a checkbox in webform to be compliant a GDPR Privacy Policy in EU?
Goals Dashboard Report
HI All, I noticed that PD will divide an annual #Goal (Target) by 12 (months) which won't work for us as our team's goals change (ie over December and January, they get half targets/goals, when they are new and have just joined, their target slowly grows over the first 4 months), however if I set their goals manually on a…
Suggestions: Check Box when deal phase changed
Hi there, we would love to have a function of a "check box" for tasks, when a deal is moved to another phase. So we can set tasks that will have to be done before moving the deal in a specific phase. For example: Deal 1 -> moved from phase "sales call" to "quote" Then a check box will appear where I have to confirm tasks…
Make Additional Shortcuts / "Quick Actions" available
It would be great if there was the option to program/customize additional shortcuts into Pipedrive. For instance on the leads tab, you have to click the lead and then click to expand any notes within the lead. We would love to add a shortcut that will automatically expand all notes when a lead is open. Alternatively, it…
New Default Fields for contacts
Hi @Manuel Oliveira Today i’ve noticed that Pipedrive added new Person Default Fields… (ofcourse after a dozen phone calls from my sales reps asking "why did you do that?" - had to do some explaining there that it wasn't me ;-) ) I know that adding those (and aspecialy as Default) had some deeper meaning, but it would be…
Chatbot & Livechat
You guys can't possibly get this wrong. Especially the LiveChat, hundreds of companies are out there and you guys are smart. Here are some of my recommendations on this section because it definitely needs work. * If you are confident in your LiveChat & chatbot you should not be using Intercom, don't expect people to use it…
Pipeline Selection changed to Tabs
In pipeline view, I would like to see the pipeline selection pulldown scrubbed and changed to tabs. You can still keep an edit/new button but the ability to have each pipeline as a tab would make switching back and forth between pipelines so much more efficient. There would seem to be ample screen real estate across that…
Link and open tracking directly thru emails sent from Gmail
Is it possible to send emails directly from Gmail and enable link and open tracking from there instead of sending emails from Pipedrive with an extension? I know that Hubspot has this feature.
Product reports
It would be nice to have an Insight that displays how many products I've sold and for what price (so I could see how much money I've made by selling apples and bananas this year, etc.)
Pipedrive workflow ? 🚀
Hello Everyone, PipeDrive team ! 👋 I am actually using SmartDoc for my (PO) Purchase Order. We are sending the proposal to our client, if the client accept the proposal. Then we are generating the PO through SmartDoc, very useful ! Actually, I am joining @Konrad Job 's Idea for having a workflow possible in PipeDrive. Once…
Smart Docs - What's planned?
Hi Pipedrivers! I was wondering, what the longterm plan for Smart Docs is - will we be able to set up text fields, or even Spreadsheets, that the customer has to fill out (i.e. like PandaDoc)? Only Text and Pipedrive fields is not enough to build an decent Document in many cases! Thanks in advance. @Inês Batata
Feedback: Can new reports be added at the bottom of the dashboard?
With the current setup, we have to manually drag the report from the top to the right place, thus making it a required activity every time we add a report.
Google Analytics goal trigger for Pipedrive form entries
We have switched our own webforms out for Pipedrive forms. The experience has been great: easy to setup and much less spam now. However, we seem to have lost the ability to register a Google Analytics Goal when someone fills out a form. Does anyone have an approach/solution for this, or would this be a genuine feature…
Inbound Sync Only
I'm looking to sync my calendar one-way—events on my calendar should appear inside of Pipedrive—but nothing from Pipedrive should go back to my calendar at all. The reason is only part of my job is sales, and I'd like to track activities that are sales related, but not ones that activities, but if I delete an event in…
Feature request: Tree-like Workflow Automation
I really like to see the following feature: tree-like WA. EG: Trigger: New deal created. [condition] if [new deal = stage A: do B, C and D. if [new deal = stage W: do X, Y and Z. In this case, it would save time and effort of re-creating the automation for the W stage. For me personally, it would be a massive time-saver,…
Does Pipedrive have any plans to create a ticketing system for customer support? Like Hubspot Ticket
Does Pipedrive have any plans to create a ticketing system for customer support? Like Hubspot Tickets. We would find it very useful. Would anyone else? If it is not on the agenda - what is the best service ticketing software to connect pipedrive with?
I want to add live chat transcript on my Pipedrive
Hi, there! I want to integrate live chat into my Pipedrive. I want to get a live chat transcript on Pipedrive. I also trying to create a new custom field for the live chat transcript But I can't configure it. I can't show here live chat transcript field. Can anyone help me, please?
Request for a new view in Deals: "Clients by stage."
OBJECTIVE: We need a List/Gantt-view which displays clients and stages simply and nicely. A new VIEW would be really helpfull: * List all active clients in pipe, as in Gantt chart * Mark stage a client is in. * Display open activities in this state RESULT: The View will display a LIST of all Clients/Leads/Deals in this…
Color
feedback Hi Pipedrive team! We are using Pipedrive for sales and service. I'm using the Pipedrive in the List View (attached photo). It is great that I can arrange the List View and follow the most important informations. In the service most important thing for us is the age of each deal and the actual stage. As you can…
Need help with Embedding in email templates
How can you embed videos in email templates? When I try, the code shows up but not the video itself. Can anyone help answer this ?
Auto-scheduling activities pegged to a launch date. Is there a workaround?
We really want to be able to automate the scheduling of a series of activites. It seems that the workflow automation feature currently doesn't allow the due date to be set as '5 days before *date*'. Has anybody found a way to create the same result? If you could also use this feature then please comment. User story; As an…
Sales Sequences
We have some 90 day sales sequences we want to bring over from Outreach.io. Pipedrive only has the sales sequences work up to 7 days before it starts lumping activities in to weeks or months for followup. We would like a more granular approch with down to singluar days for follow ups to take place. See example below for…
Add 'Bulk' Winning / Losing Deals
From time to time we can get a trifle tardy. Deals that have been won can accumulate and, short of import/export data manipulation, there does not seem to be a way to bulk 'win' (or lose) deals. In list view I can use a filter to select deals and perform some bulk edit functions on deals. ... eg; 'Send Group Mail' ,…
Filtering files in deal history without jpgs from the email signature
There are not many things our customers do complain about. But this feature could be improved :-) If you upload a file like a signed contract (in this case the orange circle) and need it 5 months and thousands of emails later you would expect to find it immediately by clicking on "files" in the red circle. But images from…
Curious if anyone else would like to see the new "Documents" feature able to upload PDF documents?
Curious if anyone else would like to see the new "Documents" feature able to upload PDF documents?
Time based workflows
It would be really helpful to have time based triggers in the workflows. I would like to set a workflow that sends an email when I move a deal to a new stage and then send additional emails at set times; 5 days after 1st email, 10 days after, etc.
Allow No Date Activities
Allow for creating activities without a specific due date to accommodate the ability of having non time sensitive to-do items in the activities list. Currently if no date value is used it will default to todays date.
Calendar
I am in the construction industry so we do multiple site visits in a day and I have different sales people and crews, we book from 6-8 weeks out. We use google calendar right now but I and my team do not care for it. Any suggestions on a calendar would be appreciated.
Accepted Deals Reports
Is there a way to report on the value of accepted estimates for the month? I have the problem of not knowing the value of accepted estimates, I have a report of the won deals but that is not until the deal has been paid in full. Any suggestions?
Delay/Schedule send email - Not Marketing emails
Hi, I'd like to see the ability to delay send or schedule send of emails. I work at all hours of the day/night and sometime weekends. It would be nice to delay the send of the email to ensure I do not get iterrupted by a reply or to have the email delivered at a reasonable hour for the customer. I saw this is a feature…

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