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Tweaking chatbot behaviour
There are a couple of tweaks I'd like to see if I can implement with chatbot - has anyone managed to acheive these? * Speed up the "typing" (any message from chatbot longer than a few words seems to take too long to turn up) * Show the restart conversation option to visitors all the time, not just at the end of a playbook…
Smart Docs ... unable to offer different alternatives???
Hello, We are currently using PandaDocs as an integration for our proposals, contracts, etc ... SmartDocs seems to want to do the same thing, which is very interesting! BUT ... we often offer different alternatives in the same proposal (Plan A, Plan B, etc...) with PandaDocs all we have to do is add all of the products in…
Note-taking process in Pipedrive app makes no sense
Hello, I use the PD app to make calls while on the go. DURING my calls, I take notes. If the call lasts 20mn, and the person I talk to tells me figures, names, dates, etc. I want to write them down immediately. However, the Pipedrive app prompts me for notes for the call I'm on only AFTER I've hung up. I end up taking…
Create a Tag or use several labels per contact
Idea: Create a Tag or use several labels per contact to create a history of events/email campaign/Linkedin message and facilitate my targeting and nursering This allows you to search in the contacts according to tags or labels with "and" "or" filters
Report of Deal Products?
Hi We would need to separate our Deal values in, mostly, fixed retainers and sales commissions. I'm trying to implement Deal Products to handle this, see print screen. BUT, are there any ways to view/export this data? Eg, i would like to see all our Deals' commission value (not only the total Deal value). My preferred…
Smart Doc (Google Slides?)
Hi Pipedrivers, SmartDoc is definitely a game-changer for Pipedrive business and Pipedrivers! Our request : * Can we include Google Slides in Smart Doc? Potentially equivalent to Google Slides. * Can we include Google Forms in Smart Doc? Potentially equivalent to 'Site inspection software' such as iAuditor. Feel free to…
How to run reports on Contacts Module.
Hello Team- Hope you are safe and well. We are using the contacts module to track the leads who register for our free trial . We then enrich the contact with lead source and medium. I'm looking to run reports (insights) on contacts module by sources/medium but unable to find filters which allows us to do that. Any…
Feature request: Pop out reply like Gmail
Having this would reduce the amount of manual scrolling up and down to check what was previously said when responding to emails in Pipedrive Having this would reduce the amount of manual scrolling up and down to check what was previously said when responding to emails in Pipedrive
Add input field validation to web forms
Hello All, We are currently considering using Pipedrive webforms on our website. Nevertheless, we believe that there should be input validation, especially for email and phone number. Please see below what can be added as email and phone number. We are bit concern that enabling such webform on our website would possibly…
Email opened / not opened as an automation trigger
How awesome would that be? * Email has not been opened for X days * An automation is triggered that sends a follow up email based on template and creates activity to call a lead after X days This would save so much time spent for checking, creating emails and activities!
Deal Probability Drop Down Values?
Is it possible to add a predefined list of drop down values to the set deal probability interface? ie. I'd like to be able to limit the user response to say 10%, 25%, 50%, 75%, 100% It doesn't appear that you can, I'm just wondering if I am missing something. Thanks in advance for your help. Jeramie
Love Pipedrive!
Running a start-up company we can have some weird requests of the tools and systems we use. Fortunately, the amazing team with Pipedrive has worked tirelessly to make sure we are successful. I want to offer a huge thank you to Jorge and Ana who have helped so much.
Webform analytics
It would be really helpful if Pipedrive provided analytics for the webforms. Right now the only analytics available are associated to deals. Currently we have to manually export the webform data to get those metrics and it would be much more convenient to have that functionality in the app.
Ability to share a private filter with a single user in your company account
It would be nice to be able to share filter settings with a single individual in your company account in addition to the private & shared filter settings. With larger companies, not everyone needs access to every filter, but sometimes an entire group of people needs a group filter.
What's on the roadmap for eSignatures?
Hi Community, We've been working on trying to automate our Quoting > eSignature > Invoicing process. Most recently, we had tried to do the first two using PandaDoc but it doesn't allow for the Pricing/Product table from an opportunity to pull through in a way we'd like. We realised yesterday that Sales Documents now allows…
Centralised email signature management - attempted workaround
Thought I'd share my efforts here for anyone looking to solve this problem...looks like a decent amount of people struggle with this as well. In an attempt at a workaround for centralised, email signatures, I made email templates for each of our sales reps for them to copy and paste within PD (copy and paste from Word,…
Custom filter based on "notes" not possible
It is not possible to filter contacts included a word in notes (but notes ). Anyway PD search can find such contacts, but it is not possible to export such contacts. Here is also a misunderstanding -> there are 2 fields "notes" (markup and notes). https://sharing.pipedrive.com/YKyLIP
Question: How to save incoming calls from new customers
I have a client who receives about 50 calls a day from new clients. Once he receive such a call, he opened Pipedrive app to do the following: manually store the phone number as contacts in Pipedrive, and add an activity to store the phone call history. You can easily guess how painstakingly tedious it is if you repeat the…
Spell-check autocorrect
Can Pipedrive please implement autocorrect or something, so that I don't have to keep fixing errors like "how was your dayy?", or "this ans that"?
Email tracking from email client and notifications when an email is read
Suggestion: Ability to track emails directly from within Outlook and display a pop-up notification when an email is ready. Experienced this in Hubspot CRM and was extremely helpful.
Required Fields for certain stages
Dear Pipedrive Community, In order to improve the data quality in my company, I wanted to make certain fields required from certain stages. Unfortunately, this is only possible on the deal level and not on the organisation or person level. So this is quite useless. In general, it would also be good if you could see the red…
New field types
Could you please indicate if you are planning to add some more field types like computation/calculation fields? For instance, adding the square meters (m²) (a) and the price per m² (b) results in the calculation field being updated = Rent per month (c). a x b = c
Web forms - form completion redirecting to another url
I would like to suggest a feature in the web forms functionality. Which currently I need and is preventing me from using the pipedrive web forms functionality. My feature suggestion is that when the person filling out the forms clicks on the complete/send buttom they are sent to another url instead of seeing just a message…
Allow for detailed address editing in the organization view
Currently, the address field in the organization view (page of an individual organization) is show as a single field (full address). The only way to edit address detail fields is in list view, which is a major hassle in my opinion. Two possible solutions: * Add the ability to add address detail views in the organization…
Insights Dashboard - allow internal viewers to expand data
We are using the Insights link to share data with external contracts. This is a great feature, but it would be eve better if someone other than me could click on the items within the dashboard to expand the data. Is there a way to share my Insights Dashboard with other users in the company? (aside from the shared link…
Fix currency conversions when deals are won
Hi, when different currencies are used, reports automatically convert deal value to the default currency of the Pipedrive account. This works well and is very useful. However, when a deal is won, it would make sense that the currency conversion would become fixed with the converted value from the date the deal was won. It…
Logo on Webforms
It would be nice to have an option to insert our Logo on our webforms
How do you format the text in the signature block? (my signature in footer)
feeHow do you format the text in the signature block? (my signature in footer) Why no WYSIWYG editor or am I missing it? Pipedrive is an awesome CRM so far. I am a newbie, but the interface is the best out there. Thank you for any input.
Help on managing a project which runs across several months, in different countries.
We win large projects which run across several months. We're looking for help on how to forecast these projects by month across their lifetime. As an example: We win a contract with a chain of fast food restaurants for the supply of all their tables and chairs. The contract is estimated at £1m for 2021 but it is spread…
Map does not show all filtered deals
When filtering Deals to then show them on the integrated Google Maps, they will not all show up, only the ones "loaded" by scrolling down. For instance, I filtered 400+ Deals and clicked "display on map", but it only showed the first 90 or 100. Only when manually scrolling all the way down to load the rest of the deals, it…

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