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Adding Sub-Categories to the Detail Section of a Deal Page
Would like to suggest to add a feature in which you can add sub-categories or visible dividers to the detail section (high lighted in yellow) on the deals page. For us specifically we would like to divide the detail section by individual departments to help organize all our fields & for ppl to be able to find the data they…
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Reporting missing all our features - the reason we bought pipedrive in thte first place.
I am a bit frustrated here and as a long time user of PD, I would like a call with a product manager of Pipedrive if possible. The existing Reporting Dashboard has now been removed entirely, and 'insights' is in its place. In my previous thread we were promised by several product managers that all the features of the…
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Multi-language Leedbooster
We have 5 different languages on our website and would like to set up the chat-bot on each page in the relevant language. Does a single €39/month subscription facilitate a number of chatbots in different languages or would you need to subscribe separately for each?
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Leads from instagram and facebook publish (advertising)
Hello, Why Pipe Drive dont integrate instagram leads automaticly? When i make an advertising on instagram or facebook i need that lead in a new deal on a random user.
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Estimating workflows
Hi all, I am new to pipedrive and hoping to use the platform to automate our estimating workflows including internal check sheets, resource coordination and submissions. Do you have advice on how to get started?
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When a new deal is created the word 'deal' is automatically appended to the end of the deal name. Wo
When a new deal is created the word 'deal' is automatically appended to the end of the deal name. Would it be convenient for you if that could be defined as something different and based on one of your deal detail fields?
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Sender of automised emails
Hi, I want to send emails triggered by moving one deal to a specific stage. No problem with one person. If I have this automisation triggered by everybody else as well, the email is sent with MY email address. So if I want my team to send the email with their own email address, they have to recreate the automisation. It…
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REquesting LEAD SOURCE Field in new Leads Section
We've been uploading all of our leads as new Contacts, and we measure sales velocity from when the lead is entered into PipeDrive. We have established LEAD SOURCE criteria that we use to report up to our Board. We like the new LEADS section but it is utterly useless for us because the LEAD SOURCE field is excluded. New…
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Import data: multiple choice fields
My request for change „ There should be a choice: import with multiple choice fields => add or overwrite“. Actually it is always an overwrite.
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Is there any way to automate a workflow for Labels
When an Organisation updates or changes a label, can the contacts in the Organisation also be updated to have the same label as an automation? I cannot see how to make this automation work. Thanks
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Rotting Deals
In our weekly reports, one portion to track progression it monitoring deals that become "rotten" or turn red. We are now manually going through each pipeline with each sales rep and counting them individually. My question, can there be a filter either in within the insights or that can be customized to obtain this data? I…
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Adding 'buttons' to the details
Hi Pipedrivers, I have a request or a question that might be something in the future to take a look at. We are building extensions on Pipedrive for example and want to use the extensions by the click of a button. Is it then possible to add a button in the 'detail section'. Now you can only create checkboxes or dynamic…
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Undo function in changelog
Occasionally a deal will get updated via Zapier in error, usually due to user error. For example, say we submit an order form in another app and the user enters the wrong deal ID to match the data to Pipedrive. It overwrites the correct data. When it involves the deal contact, it can cause contacts to get mixed up and the…
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Change the order of Customized fields in the sidebar
As the administrator, there should be a way of globally changing the order of customized fields in the sidebar. I can see how to do that for one record but obviously I'd like to have the ability to do it for all in one operation. I have 16,000 organization records :-)
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Margin with goals
Hi, We created a deal's field to track margin of a deal. To follow activity of our sales team, we track their margin monthly goal : So we would like to create on Pipedrive a monthly goal of this field. Unfortunately, the goals are possible only with number of deals or values of deals. Is it possible to create a new feature…
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Quickbook Invoicing: How to create an invoice in Pipedrive that aligns with products in Quickbooks?
I imported products from Quickbooks into Pipedrive Products so they match. But when I create an invoice in Pipedrive it doesn't match Products. It list as all the same products. Anyone have luck with this without paying $15 month for SyncQ? Anyone using Automate.io? @Ashutosh Cheulkar would Automate.io be able to solve…
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We should be able to export the dashboard to Excel and PPT
We should be able to export the dashboard to Excel and PPT.
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Email history to remain in Deal when deleted in the source
Hi There, Is there a way for the email history of a deal to stay within there once the email has been deleted from the source. It wouldn't need to stay in the email tab in pipedrive but the full communication history would be very helpful. We can archive currently but there will be a time when we need to delete emails due…
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"Pause" or "On hold" deal status
It would be great to introduce "Pause / Oh Hold" deal status. Especially during COVID-19 pandemic when there is so much uncertainty and a lot of deals are truly on hold.
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New default field: country (list of country ISOs)
We identify our client's location to better qualify them and offer them a better service. For this, we're using a free text field "Country ISO" at the moment. This brings different results - as we do not have a pre-existing list of countries and their ISO2's at hand, the entries may be GBR or GB, or US or USA. A dropdown…
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Merged: Email Folders?
This discussion has been merged.
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Option to hide "We're powered by pipedrive" in LeadBooster chat window
We are using the new LeadBooster chatbot on our website. We would like our chat window as clean and distraction-free as possible. Therefore it would be nice to have an option to disabled the "We're powered by pipedrive" message in the chat window. Especially since is a paid for service it would be nice to have the chat…
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Pipeline Management with channel/partners
Hey! Been wondering if anyone here knows which are the best practices - if there are any - for using Pipedrive as Pipeline management with channel/partners.
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Measuring CHURN/ARPA via subscriptions/recurring revenue
Hi, As SaaS company in a scaling up stage, we have almost 200 subscriptions added to PD. We were so thrilled this feature was added. Thanks for that. At this stage we are experiencing more and more the limitations of this feature. In general we'd like to have much more insights on the history of a customer's subscriptions.…
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Is there a way to add multiple currencies to a deal?
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The Person and the Deal are the same thing to our business but PD doesn't handle this situation well
In our business the Person and the Deal are same thing (1 to 1) relationship. The problem we have is if we use Deals then the interface becomes very confusing because there are 2 places (that look very similar) where you add Activities. But only the Activities entered from the Deal are also added to the Person. Activities…
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Filter Tool Allowing Deal Data/Details?
It would be great if the filter tool would allow you to pull from deal details/data and not just people and organizations.
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Is Prospector available to regular users?
Any thoughts of how users are finding this feature? I find the BETA version very helpful. Had a question for the Product team though! How can this feature be made available to regular users rather than just the admin to add leads?
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Applying calculations in document template
We are trialing the document template BETA and it is working well for the most part. However, a significant limitation for us is that we couldn’t find a way of including a calculation in google docs and bringing that through to the Pipedrive template. It may not be feasible has anyone found a way to bring through a…
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Love the Web Visitors Beta. Can we export that data?
Can you make it so we can export that data. Org/ region/industry?