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Are my projects safe/backed up?
I'm feeling like the current system is workable enough for me to switch over my projects into here and to no longer use excel. If I do this exclusively though, I just need to know my project information is going to be safe! I don't want to run two systems. I just want to work from the one place. I know this is still Beta,…
Transfer Signature to Signed Document (Signature Field)
It would be extremely helpful to have the digital signatures captured during the signing process mapped to and transferred over to the final, signed document for presentation. I know we have the Signature and Audit pages, but forms traditionally have signature lines/fields within the document itself, and losing this…
Replace Smart Docs Pipedrive Logo with Custom Logo
When removing the Pipedrive branding from Smart Docs emails, it would be great to be able to replace this logo with a company-specific uploaded image. This would make for a much more professional looking and personalized experience for recipients. Not asking for all references to Pipedrive be removed, just swap out the…
Create a Workflow Automation Triggered by Email Tracking Status
I would like to be able to create workflow automations based on the status of the last email sent (if they have opened/clicked on the link/replied to an email). I am part of the workflow automation beta and it is not available to me. Is it doable?
Information on "private" or "shared" on deal level
You should be able to see wether a mail is set on private or shared also on deal/contact/organisation level (as you can see it in our mail inbox). This would help also identifying the really important messages and saves a lot of headaches. Like this (please take note of my artistic design ;-) ):
Required fields when moving deal to new stage
Do anyone else experience getting this pop-up message when they move a deal to a new stage despite the required fields being filled out already? Is this a bug? I get the point of the pop-up when there are required fields you actually must fill out to move to the next stage, and appreciate that you can fill them out then…
Exporting Leads
I would like to export my Leads into an Excel worksheet. By doing that, I would have the ability to send email campaigns and get our information out to leads.
Sync google Calendar tasks to PD specific activities
Hello, I would like to have the type of activity in Google calendar, match with activities in PD. For instance: When I create a reminder or task in Google calendar, this doesn't register in PD. These Google calendar entries would match well with the Task activity in PD. Thanks
Smart docs reporting
Sales Docs Needs: Insight Reports on which deals have quotes or proposals within sales docs. A simple yes/no would suffice to start Insight Reports on conversion rate from proposal to close API Event for when a sales doc is created A count of total number of docs per deal, broken into sub-categories of proposals, quotes,…
Add "Accepted Scheduler Events" to Deals for Workflow Automation
We would like to automate "accepted" scheduler events so they can be utilized by Workflow Automation. Currently, when a scheduler invite is accepted, nothing is logged within the deal, so we are not able to utilize Workflow Automation to do anything specific to the deal...such as move to the next stage. Really weird you…
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…
Custom field in web forms 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.
Adding organisation field to 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…
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…
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
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."
Sending 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…
Prospector automatically updates Person or Lead information in case of changes
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.
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 trigger on Import 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 - need the duration measured in days
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.

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