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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.…
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.
Pipedrive Automation Reliability
I have multiple automation workflows set up to create the next activity when the previous activity is marked done. Many times the next activity is not created even if it should have. There is no automation log like Zapier to look into why something worked or didn't. Because of this erratic behaviour and the lack of logs to…
Feature request: Undo a recently sent email
I use this feature SO much on Gmail and it would be brilliant to have it in Pipedrive. The moment you press send on an email, it Gmail comes up with this button on the bottom left giving you the option to undo in the 5-30 seconds after pressing send (for example you might see a glaring typo)
Individual Sales Targets For Organisations
It would be very useful if there was an option to add an individual sales target against each organisation. That way we can see our sales performance for each customer and identify whether we are meeting targets.
Pipedrive goals on the basis of e.g. tags
If I want to define goals via Pipedrive Insights, I can currently only do this on the basis of the people. Is it possible to link the goals with, for example, the tags of the deals? In concrete terms, we are dealing with product groups, some of them are processed crosswise by several people. The tags should be used here to…
Double Entry of Information -Frurstrating
Anyone else frustrated with double entry of information from the deal module to the contact module to the organization module? Is there a work around that can be shared? Why in the world would one have to enter the same address 3 different times? HELP..please.
Add custom Activity "done" reasons
It would be extremely valuable if we could have custom Activity "done" reasons, just like we can add and customize Deal "lost" reasons. There is a ton of valuable insight we can gather by understanding why an activity was marked as "done". For example, was a scheduled meeting cancelled, a no-show or successful? Getting a…
Ability to sort sent emails by whether they have been opened or not.
Ability to sort sent emails by whether they have been opened or not.
I'm losing data -- half-filled "Add lead" form closes without confirmation
Hi everyone, I'm adding a new lead, at the same time researching the lead, and filling tons of data about him into the "Add lead" form which includes lots of custom fields. Then I accidentally touch the "Esc" button and the whole form closes without any confirmation, making me lose 10-20 minutes of work. Also, sometimes I…
Send automation-triggered emails from user that triggered it
It would be far more useful if emails triggered by a shared automation set the sender information to that of the user that triggered that action. For example, I authored a workflow automation to send emails every time an activity was added to a lead, but when any other user added an activity to a lead, the emails always…
Postal Address under Person
I can neither delete this field in Pipedrive nor can I access it in Zapier to write data to this field. As a result, I have to create another Address field which I have to use to write to via Zapier.
change the color of the form text
Hello! Is it possible to change the color of the form text? Look at the attached image. As you can see the text is not visible ... Thank you
Automated calculations using field-values in email templates?
It would be a great feature to make it possible to create automated calculations using field-values from the deal in the email templates. In this way we can faster and safer send out offers to ours customers - saving time and minimizing risk of errors! :D
Insert products fields in emails with worklow automation.
Hi ! It would be great to have the possibility to insert the products fields attached to an offer into an email generated in a workflow automation. For exemple, when a deal is won, automatically send an email to a businness manager with alle the information of the deal (products, and all other prepared fields associated).…
Subscription interval not flexible enough
We're currently evaluating pipedrive and mapping our workflows to the platform. Our current subscription pricing has either 12 or 36 month contracts. However, I see only a "Yearly" option here: The user needs more control here. Maybe tomorrow we'll also offer a 2-year plan. Can you make the input more flexible, e.g.,…
Extended trial period
14 day trials is really not enough for an organisation who is new to CRM in general and when the first attempt is in sales and partner enablement. So my question is how or can the trial be extended for a more reasonable time say 3 months to allow for the processes to completely follow through. Also on my trail version I…
Higher Visibility on which filters are used in workflow automation
I hope I'm not the only one, but it can be difficult to keep my custom filters list clean. I'm updating my filter titles now so I can see which are "necessary" and which are junk. My suggestion is to add an asterisk* at the end of filters to denote which are referenced in currently active workflow automations as well as a…
Pipedrive Support
I'd like to point out that the support team on Pipedrive are incredible, I feel so secure knowing I am likely to get a reply quicker than stated in the chatbot and the agents I speak to are always listening and on hand with extra questions I forgot to ask. In particular Miguel in Portugal who has been amazing supporting me…

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