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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.
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…
Bulk Transfer of Deal Ownership
Hello - Is it possible (or can you please make it possible :-) to do a bulk transfer of deal ownership? For example, I am taking over a sales territory. The current owner of those deals is moving into another role/territory. He has several deals and I would prefer to transfer them all at once to me if possible. Thanks!
Print weekly calendar - any idea how to do ?
Good morning, I find a weekly planning very useful, but ther is no way in Pipedrive to print the calendar, and the browser options are non good. Anyone has some suggestion ? Bye
Tracking Upsell business VS New Business
Hi Community. I'm looking for help on how to track Upsell vs New Business growth. First questions is how to log this in pipedrive effectively? Second questions is how do I create reports for this? For example I want to see how much our business has grown from new business customers and how much it has grown from upsell…
Pipedrive service subscription- upgrade level for individuals
The one feature I would like to add is the ability to upgrade the subscription type of individuals rather than all users. Only 4 people in my organisation would use the "products" functionality for example, only team managers need multiple dashboards etc.
Configuration to show won deals for some more time in the pipeline
I would like to have a functionality that allows an administrator to configure a certain number of days for which won deals are still visible in the sales pipeline. We have a dedicated column for won deals where we would like to keep won deals for e.g. 4 weeks after they were won to see the successes in the past always…
Automate email with attachment from document template
I am looking to automate sending an email when a deal is moved to a new state. What i want to have happen is for a template email to be sent, and request signature on an attachment generated from my document templates.
Check box fields in Leadbooster.
Today it's been the first day we've used LeadBooster. Unfortunately we've found out something that makes the product inviable for us. We can not add a check box field type which is a must for GDPR compliance (at least in Spain). The user has to check the box to make the send button workable, so we cannot skip this…
Next Activity for Lost Deals
Hello, Wanted to get everyones thoughts on the next activity pop up for lost deals. I have an organization that currently is trying to transition to working off the activity screen for daily action items but, their biggest complaint is Pipedrive requesting a next activity even if the deal is marked lost. I really…
Product Display In Pipeline List View
Hi Folks, I just want to give an important Feedback, few times I have forward this comment to Pipedrive so they can work on it and I am hoping to see it coming :) I find it very relevant to see in the list view Pipeline, the display of the products so you can have an overall picture of your Business. For the moment only…
Changing color or font in email
⚠️ Update: to have this new beta feature activated in your account, please have an Admin user reach out to our Support team. It cannot be activated through Community. Thank you! ⚠️ *************************** Hi, I am sometimes copying email from word, which has different font and color as the set up in pipedrive. When I…
Chat tracking
Is it possible to track PD Chats with Google Analytics? I use Google tagmanager. I need to measure my marketing activities ROI in different channels .
Goals - Personalising the set up for a goal
Hi! The new goals function in Insights is a nice addition, however there is room for improvements. Currently, you are quite limited in what you can set up a goal for, and in what way you want to set it up. One example is, when setting up the 'count' won deals goal for a quarter, you would have to set up 4 different goals…
e-Signatures with "Sales Docs"!
New "Sales Docs" feature is great BUT, what is it good for if my "clients" can't sign on it and compromise "on the spot"... This way, we would not depend on third-party services as Adobe, Docusign, and/or Hellosign ... or at least, do an integration were that document sent can be immediately signed with any of these…
Importing Quotation Templates
Happy Thursday all :-) Apologies for asking this, however I'm wondering how to import the attached template into PD and populate it with a deal I have saved. When I copy the Product Table it looks horrible..... Ignore This image
Beta testers needed for Sales Documents sharing and storing improvements
Easily share templates with your team in Pipedrive UPDATE: Thanks for all the interest in testing this feature! I am no longer monitoring this thread, so if you have feedback or would like to be included in testing please email my team at salesdocs@pipedrive.com 🙂 ___ Hi everyone, We've been making some big improvements to…
Trying to bulk import Leads
Hi there, I am trying to bulk import 500 leads from a spreadsheet however each time I try this, the data is posted to 'Contacts' rather than 'Leads'. Is there a way to move this data to 'Leads' or import it again so it shows in the correct area. For information, I have used the import function on both the setting menu and…
Change background color from one pipe to another
We have 4 different pipes since we have 4 different products. This would be useful to know that Product 1 is the blue pipe, profduct 2 the yellow pipe, etc.
Feedback on a Hackathon Idea (If it wins, we can build it in PD) 💡❗
Hi, I am Ambar, Product Manager at Pipedrive. We are working on a cool idea for Hackathon in Pipedrive. Our idea is called client portal. Basically, salespeople or account managers can share files, notes, documents or invoices with their client. And clients can create an account in PD and see all the communication. Clients…
Sync or export leads to e.g. Mailchimp
Hi, I like the new leads feature a lot. However, I am missing a feature that's essential for us: We sync/export our pipedrive with our E-Mail marketing tool mailchimp, using the native pipdedrive - mailchimp integration (export). While this works seemlessly with Deals, I unfortunately didn't find any option to also export…
Mass Create Deals from Leads/Contacts.
We need the ability to mass create deals from the lead list. It's impractical to create each deal one at a time, specially for our outbound telemarketers, they need to be able to quickly add all leads assigned to them as a deal, and work through calling them.
Conditional data fields
We would need to be able to show and hide data fields depending on numerous elements. For example if the Pipeline of the Deal is "Testing" display the text data field titled "Testing Matrix" in the Deal view
Additional Activity icons
Additional activity icons and/or the ability to upload custom icons may be nice. The activities feature plays a key role in making pipedrive a more useful 'system of action' for prospecting and internal transfer of duties for shepherding deals through the sales process.
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…
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…
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?
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…
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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