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Could there be an "OPEN DETAILS IN FULL VIEW" option for the Deals, Pipeline view page!
As on the activities page, we'd love the "OPEN DETAILS IN FULL VIEW" option to be available so that we don't have to click into the deal or open a new tab to access the deal. Reason for this is we're looking to transition to following up on our Deals in the "Deals, Pipeline view page "instead of the activities page. I'd…
Need an Option to "Exclude from Changelog"
It would be very helpful if there was a Field setting that allowed us to "exclude from Changelog". The Changelog is an awesome tool. I rely on it A LOT to see the history with a record. But, we do have some data that is sensitive in our CRM. And when a contract ends, some of this data needs to be wiped from our systems. Of…
wait for condition longer than 7 days please!
Hi all, I think i would be a massive help for me and many others if the 'wait for condition' feature lasted longer than 7 days. When dealing with customers a process may take longer than 7 days which means the wait for condition expires and they automation is useless. For example, if i have sent a document for the customer…
Default fields created by contact sync
When you start the contact synchronisation, fields are automatically created. For example, birthday, instant messenger or postal address. For various reasons, these fields often make no sense in the CRM and are just confusing. You can't remove them yourself and according to the support team, the colleagues from the…
Dupliquer un pipeline de vente
Bonjour il serait bien de pouvoir dupliquer un pipeline de vente afin de pouvoir mesurer les ratios de conversion selon le type de prospect mais en suivant le même processus de vente.
Projects: manage access rights / hide project boards for users
A company use Pipedrive Projects for different purposes. Could be service, delivery and more. The idea is to hide boards for those users that are not working in that area. For example, service users will only see the Service board with projects. Delivery users will only see delivery board with projects. This functionality…
Replying within a colleague's email thread
There is currently no way to forward or reply to an email that a colleague has sent a client. Within our business we collaborate and work on deals as a team. Currently within PipeDrive we have our share permissions company wide allowing all team members to view all contacts, organisations and deals. We can view all emails…
Sync calendar to pipedrive with ical
Does anyone know if it´s possible to sync the Pipedrive calendar with ical. I just checked the site from Nylas.Inc and there it´s an option. Is it not integrated with Pipedrive? Thx.
Please include a drop-down list option on the Web Form for use with countries and/or product lists.
Smart Doc Triggers.
I am looking to take a copy of the smart document once signed and upload a copy to our third party finance software (xero). I had thought I could make use of webhook automations, to trigger once a document is signed and then I could process the upload via make.com. Has anyone got any automation work arounds for getting…
Leads need to be Bulk Editable!
Simply put— we need to be able to bulk edit Leads and make changes to Lead/Deal fields!
Reordering of email addresses / set primary email address
It is common for me to obtain an email address upon initial contact with a prospect only to later be given a different and preferred email. Then I must manually copy and paste email addresses in the UI to get them into the proper ordering so that the preferred email is on top. Sometimes I have three or four emails for a…
Upload Custom Fonts into Pipedrive campaigns
I’d like to suggest a feature for Pipedrive Campaigns: the ability to upload custom fonts.This feature would allow for greater personalization and ensure visual alignment of email campaigns with brand identities, making communication more consistent and impactful. Thanks Rita
Splitting the Value of one Deal for several months
I often deal with a problem when a duration of my deal is more than a month, but all the value is counted for one specific month. So I can't plan Goals correctly. So it would be great if, after winning a Deal, Value could be splited into several months.
Ability to merge a new (web) lead with an existing deal
We have mandatory fields to put some discipline/rigor around qualification of deals. So when multiple (web) leads come through from various prospects about a pre-existing deal in particular, it becomes very tedious for staff to fill out the mandatory fields on each lead in order to convert them individually to deals before…
Documents in project
As a : Project Manager I want to : be able to add some file from Google Workspace lije Google Docs) on the project management In order to : keep compatibility between Google Documents and Pipe Drive in project Management Note : having the possibility to add file from an hyperlink would be enough (or doing just like it is…
Email tracking: getting Opened COUNT
Pipedrive allows users to track the emails they send. This lets you know when & how many times a recipient has opened the email you've sent them. I've noticed that people who open my outreach email 3+ times are extremely likely to pick up the phone if I call them. However, they're unlikely to reply to my email, so if I…
Calendar Block-Offs
I would LOVE if Pipedrive could enable us to mark off certain days on the calendar for holiday/vacation/sick days. This way I don't set myself or my coordinator tasks on days we don't work. I've mentioned this a few times, but I know it takes more people to make a difference. Hope there are other people that could benefit…
Feedback - Leads Inbox not working for you?
Hi there I'm going to be "that guy" - the outspoken one - that raises a big question and concern that others may have as well, but haven't voiced. I might be on my own here! We cannot use the "Leads" component of Pipedrive - it's just not set up to work for our business. And I think our business is really quite basic and…
Adjust left side bar width
A lot of key information is held in datafields within the left side bar but, as far as i can tell, there is no way to widen this sidebar. In my company more useful information is held in data fields than in the activity section, at least initially, and the UX would be much improved if all the information wasn't squished on…
Integration - OpenPhone App
We really need a solid native integration with the OpenPhone app.
Provide an option to not display cents in dollar amounts in Smart Docs merge documents
When currency fields are used in merge document templates, the decimal point and cents are displayed. We never want the cents displayed. The dollar amounts are entered in the CRM as whole dollar amounts (e.g. $15,000) but are displayed with the cents (e.g. $15,000.00) in the populated merge documents. We are an accounting…
Who here Needs a Gantt chart for their Projects?
Who here Needs a Gantt chart for their Projects with in deals? A way for each project to have its own Gantt chart but then also all projects in the deals could flow to a the MAIN Gantt chart which could be in the Calendar area and you could get a quick overview of all deals slash projects timeframes and what's overlapping…
Restoring deleted items
Hey, one of PD users in our company accidentally deleted some activity with a note and I had to write on chat to restore it. Just feedback would be great to allow restoring some accidentally deleted tasks or notes by the users or at least company admin.. Thanks
CSS code to prevent Calendar Scrolling
Hi all, I wanted my calendar in Pipedrive to be stuck around my working hours, no need to see 0-7AM or 6-12PM, and i found a (dirty) way to achieve it with CSS, please see bellow : /* Adjust height to hide the last hours of the day */ ._calendar__calendar___u_P4k { height: 300%; /* Expands the container to prevent…
Important + Mandatory Fields -> Also for WON-Deals
At the moment Important + Required Fields are useless for our use case... :-( * The Important Fields Sidebar disappears after a deal is won/lost. Why? There seems to be no reason for that behaviour. Even after Deals are Won/Lost important information should be completed.. * Also, I cannot select a Required Field, without…
Calender View Settings
Hello community and Pipedrive! My suggestion is to add different view options to calender view like in other calenders. Currently we do only have a Monday to Sunday view. Problem with this feature is that you cannot see the title of your activities without clicking it. How about adding a few more choices like Day (shows…
Company Branding for email templates
Hi I couldn't see the answer anywhere. How can I add my company branding, font colours etc to my email templates? I have specific colours that I want to use and not the ones in the colour picker. Is there an option for that as I couldn't find that anywhere. If we don't have it, then can we please? Ideally I want send my…
Activate Emailsending by using Activities
Hey :) It would be helpful to activate Mailsending by using an Activity via workflow.
Label for Activities
Hey. It would be nice to put Labels also on Activities.

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