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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…
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.
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 the…
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 .
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…
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…
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?
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
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…
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…
"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.
Merged: Email Folders?
This discussion has been merged.
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.
Is there a way to add multiple currencies to a deal?
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…
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.
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?
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…
Love the Web Visitors Beta. Can we export that data?
Can you make it so we can export that data. Org/ region/industry?
Access to Insight PRO for only one user of the account
I would like to hear from the community Access to Insight PRO for only one user of the account, since only one is a manager and for this reason he needs personalized fields to perform data crossings in an integrated way with Pipedrive. This well-used functionality generates growth in companies and in this way increases…
Zoom integration: a little tips ;-)
I've found that: if you are creating an activity with Zoom meeting WHILE you are in a Zoom Meeting, Pipedrive returns an error. But don't worry! It's not a bug: probably Zoom API are not available during a meeting. Solution: create the activity when your Zoom meeting is terminated ;-)

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