Submitted

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
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…
One-way Calendar Sync: external calendar to Pipedrive 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…
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?
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…
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?
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 integration for construction industry?
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.
Show deal pipeline in search results
We work with festivals around the world and sometimes there will be multiple with the same name - in different countries, run by different organisations. It can be confusing with the current search bar to quickly know which deal we are looking at, as it does not show which pipeline the deal is in. See example of elements…
Call Logging/Call History section
It's only possible to log the last call I've sent/received. This is an issue for me because I will frequently have back to back calls, upwards of 5 calls in 10-20 minutes. I do not have time in between the calls to go into my notifications and hit the log button. I am suggesting adding in a call history section that will…
Smart Docs insufficient use of Product Table
Today you can use Product Variants and Durations if you use Products. This is a good solution instead of making several products that are almost equals. The pity is that when you use Smart Docs and try to add Product Table as variable you don't get any information of the Variants and Durations, just a price that is…
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…
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.
Note-taking process in Pipedrive app
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…
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…
Google Slides and Google Forms support for Smart Docs
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…
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!
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.
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.
Centralised email signature management
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…
Email tracking from inside email client
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…
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?
How 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.

Submitted

Discussion List