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Duplicate email templates
I'd love to be able to duplicate email templates. Often I have a number of templates which are very similar but worded a bit differently for different purposes / lead types etc. Currently I have to copy and paste the whole thing into a new one... to be able to quickly duplicate a template would be amazing.
People: customizable pop-up
Hi, it would be great if the pop-up showning people's data could be customizable/configurable. In addition to the data shown below, I would like to display the "job title": This would allow me to have immediately a vision of whom to call first. Eg if I want to call the HR director. Presently, this data is not displayed on…
Thank you page after scheduling an appointment
Hi If a prospect schedules an appointment with the scheduler, I want to redirect him to a thank you page on my website. Calendly is doing it perfectly, and I am missing this feature in Pipedrive. Can you please add this redirection possibility? Thank you Dieter
Merging Products
Hi there. I think it would be great if it were possible to merge products. It is possible to merge deals, contacts, organizations etc. but not products. Please let me know if this can be made possible. Thanks
Hiding Deal value
Hi everyone, I wanted to know if there was a way I could hide financial info (i.e deal value etc) without restricting too many permissions for my other team members. I'd like to keep the value numbers just for upper management, but would still like to allow users to edit other deal information. Is there a tool I can use or…
Search via a URL with query string
I find myself having to search PipeDrive for company names from information in other systems. The Smart Search is great and usually gets me what I need, but I can only seem to be able to do this via the search input box directly in the PipeDrive UI. It would be very helpful to be able to launch a tab to PipeDrive from…
Project management visibility.
Can a task or a project be hidden among the team members?
Make deal card customization universal for all users
We LOVE the new deal card customization. It would be great if there were an Admin option to configure the deal card to be the same for all users (versus each user setting it up themselves). We use the pipeline stage view to run a daily scrum with all our users logged in remotely so it would be better if we are all looking…
Search for deals in deal view
In pipedrive, we do not have the option of using a Deal search within the deal view. In CSM, we have assigned several deals to a customer, which is why it is very helpful to display all associated deals by entering the customer’s name. The only option we have for this is to create a filter. Otherwise, you can currently…
Sort activities by date and hour
Hi, When i have a prospect, an organization or a deal, i cannot sort activities by date and hour. I would like to define it by default. For example, if i have, i have 4 activities in the same day. I would prefer to have this display: Today 3 PM activity call Today 1 PM activity visio Today 10 AM activity call Yesterday…
Send and receive Microsoft Teams messages from Pipedrive
Me and my clients do have conversations with their customers through Microsoft Teams and new opportunities/deals come up in these conversations. To save the hustle of importing the whole conversation and details into Pipedrive manually, sending and receiving messages from private and group channels in Pipedrive or seeing…
Add multiple main contacts to a deal
In Pipedrive, you can only add one main contact to a deal. In most cases, however, we have multiple main contacts for a deal. This also affects the automated emails, as these are then only sent to one person. We would like to use automation to send the mail to several contacts within a deal.
Zoom Phone integration?
Zoom Phone seems to be gaining popularity, but it's not an option for us yet because it doesn't integrate with Pipedrive. Would love to see that integration available, since we're already heavy users of Zoom for video calls.
Add "Date Entering Stage" to Insights
Please add the ability to use "date entering stage" in insights. This functionality is possible in the deals filters, but it's not available in any of the insights. We are a service based business and have many deals created for follow up or quoting purposes etc that may take an extended amount of time to move forward, or…
New Products feature: churned label
For the new products features where you can apply subscriptions etc. It would be good to have some sort of labelling system or an indication to a "churned" customer. So the deal is still marked as won because the customer did pay for products, but now they no longer need the product so the subscription ends. Marking the…
Need inventory management for products.
For example, we have 10 printers in stock. 2 printers are added to a deal. The stock should go down to 8 and sales team should know about it. This is a must have feature for quantity based product selling.
Signature and Initials Fields in Templates for SmartDocs
Following a chat with the support team it appears not yet possible to have Signature and Initials Fields in templates for SmartDocs. Please add this feature ! 🙏 A template is made to gain time. Adding signature and initials fields each time I convert a template into a doc seems so unnatural… 😫 Many thanks
Product reporting
Hi all, I was wondering if there are any possibilities to have a more detailed product reporting. I have a lot of deals which contains several products / variations and would love to have the opportunity to breakdown the total deal values into orderlines (quantities, value, number of products). If not available in…
Product relation on recurring revenue definition in deals
Hi, when adding a recurring revenue within a deal, it would be really helpful to be able to select a product and not just type every time a description. We sell services with recurring revenue. We store prices for the fee on the product master. We maintain the recurring revenue on the deal. Thx Susanne
Connect multiple contacts to a project
We have multiple funders attached to a project (so multiple Deals are linked to a Project), but only one contact from one Deal is linked. Ideally I'd be able to go into a project and email all the lead contacts from different funders (Deals) at once, but the email function only populates the one contact linked to the…
Sender First Name in Email Templates
It would be great to be able to set up email templates with just the User First Name as a field. The full name option can look too formal at times.
Importing Products - Price Variations
I would like to be able to import price variations for products. As far as I know, Pipedrive only allows one price per item when products are imported. I work in multiple countries with different pricing strategies. Adding price variations manually takes a lot of time. Thanks!
Automated "Last Updated" on Profiles/Orgs/Deals
Interested in the possibility of adding a field in the top bar of profiles (Organization, Person, Deals, etc.) of when something was updated (date and time), and by who. I currently set up an automation that will update the dates when a field is updated, but that is hidden in the side-nav as I can't force it into the…
Exporting email tracking data to view number of email views and link clicks
I'm trying to export information for group emails. I can view the email tracking info on notifications, however, I would like to be able to export the info to include the contact details alongside the number of email views and link clicks. I don't seem to be able to find a way to do this. Does anyone know an answer to this…
History filters on Person, Company and Deal level for activities
It would be great if the activities under history could be filtered by the type of activities e.g. meetings, emails or calls. As of now all activities are listed in a chronological order but it would be very helpful if I could select a certain type of activities.
Notifications pop-up inconveniently on top of save button
Hello! When I'm editing products of a deal or a note in Pipedrive, the save button of that editing window is located in the right bottom corner - exactly where notifications pop up if you have them on. This results in misclicks - you are about to click save, but notification pops up in the last second taking you to…
[Feature Request] Deal URL in variables/fields for emails/templates
Hello, it would be great to have the possibility to insert a link to the current deal in an e-mail template or automation emails. This would allow the recipient receiving a notification (from an automated task for example) to click directly to the deal. Currently, it's not really possible because inserting in an email…
Create a recurring task
Hello pipedrive lovers, it would be really great to be able to create recurring spots in Pipedrive. For example, I have to do every month - tax returns - pay - etc ... I have a list of huge activities that repeat every month, every quarter .... and currently I have to create as many spots as I have repeat. It's quite a…
Filtering Email Campaigns in Pipedrive CRM
Hi everyone, I'm reaching out to see if anyone has any tips for filtering email campaigns in Pipedrive CRM. I send email campaigns for each of our sales reps, and these are broken down into sales regions and sub-areas. This means that my email campaigns list is very long and can be difficult to navigate. A filter function…
Average for numerical Custom Fields
I am trying to make a report on the average for a numerical custom field so I can look at the average of that field over a specific time period. This should be an easy feature to add and im shocked Pipedrive can't do this, and surprised this hasn't been requested by other users.

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