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Danish Language support
Hi I would love to see Pipedrive in more languages the the current few available. I constantly have to change links to the scheduler from EN to DK which is pretty annoying. Also when using the Smart doc feature with ie. products I have to change almost all text in the document to danish.
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Archiving sync with Office 365
Finally, also archiving is now synced in Office 365. However when archiving the archived email is placed in a "random" folder in my Office 365 archive. No idea why that folder is selected. When I rename that folder the new archived mail is saved in another folder. Does anybody has the same issue and a solution for it.
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Gantt-Chart view for Projects
The introduction of Projects was a great add-on for Pipedrive. However, in order to further enhance the usage of Projects it would be great if a Gantt-Chart view of the respective projects could be introduced. Gantt-Chart view in this case means that all tasks and subtasks are shown on a timeline. Furthermore, it would be…
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Create Email Activity from Email
We are tracking Activities from our sales team. However, sending an email from Pipedrive does not allow the option of creating an email activity. Nor is it possible to send an email from the Email activity type. This forces our sales team to first create the Email activity, then send the email, then mark as done. Is there…
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Add individual products and values to the Deal via automations
I currently am looking for a way to automate adding products and values to the Deal summary section. We sell multiple products to a client over a period of time so I would look to automate new products and values to be added at relevant points throughout the Deal lifecycle.
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Template feature for follow ups
I have a request for the email templates. At this moment i send once per month a client per mail an overview of his "Open deals". Our clients can have several open deals, that i want to follow up by mail. To do this i go to the client, contact person en export the Open deals on that contact. I edit the Excel en copy paste…
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List of recent or favorite email addresses
Is there any way to make the pipe drive email feature more useful? Is some way of linking it to a more professional web-based email platform? One of my biggest gripes with the Pipedrive implementation is the fact that you don't have favorites when it comes to the addresses of people that you want to send an email to. I…
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Sending several documents at once to the same client.
Hello, I would like to know if it is possible to send several documents at once to the same client. This would help streamline the process and save time. DocuSing has the envelope functionality but i dont know about Smart Docs Could you please let me know if this feature is available and, if so, how to use it?
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Share Dashboard by email
Currently there is no option to share the dashboard by email. Gathering the data and organizing it in a comprehensive way is needed to drive commercial decisions. Having this scheduled to be received on a weekly basis helps on expediting the whole process and avoid emails, etc. So, I wouldn't be raising this if it's not…
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Hide completed deals in Pipedrive search bar
Hi Pipedrive Community, I’d like to suggest a feature that could improve the search functionality in Pipedrive. For users who manage multiple deals per customer, it would be incredibly helpful to have an option to exclude won or lost deals from search results. Currently, all deals show up when searching, which can be…
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Constant spam in Pipedrive web forms
We are getting a lot of spam web form submissions, which ruins our conversion tracking and wastes our team's time sorting through and deleting them. Has anyone found a workaround for this? Perhaps Pipedrive could implement a different / better reCaptcha approach, honeypot, etc.?
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Lost Reasons Should Stand Out More
Lost Reasons should stand out more in the History section of a Deal. The Note background should be a different color, or the font bolded, or something better! Also, it does not seem like all of the information is being recorded. The Lost Reason from the dropdown selections for this Deal was "Cascade decided not to pursue"…
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Live Chat Mobile Notifications + Chat in Mobile
I’m a small business owner, and I recently made the switch from HubSpot Starter to Pipedrive, opting for a yearly subscription along with several add-ons to better serve our customers. One of the key features we rely on is the live chat on our website, as many clients use it for quick questions. While Pipedrive’s…
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Super-User Authority to Unlink Emails
We are continuing to have problems with emails getting linked to the wrong Deals, which is hugely affecting our work. I understand all of the rules of how this happens, and I am also aware of how to Unlink them. However, the big issue that we have is that only the Sender/Receiver has the authority to Unlink the emails. As…
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Deals that got converted from Leads need a filterable designation
We need a better way to pull a list of Deals and filter by whether or not they were converted over from a Lead. Could this be a system field we could pull into a column in List view? We have a workaround (custom field populated by an Automation on new Leads) but this could still be helpful for others!
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Pin Activity
It would be beneficial to have the ability to pin an Activity as you would a Note in a deal. We use the Activity to note and track the stages of an order, not the note section. It would be helpful to have this specific Activity pinned to the top of the deal for reference after the Activity is completed for easy reference.
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Recurrent contact with old contacts/organisations
Recently I learned that creating a recurrent activity to contact persons/organizations that you are not in touch for more than x months and you have no scheduled activity in the future, is not possible with Pipedrive. I think this is a very helpful feature that can help on keeping the data current and engage in further…
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Wait For Condition - Time 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…
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More Settings on Visibility Groups
A view only setting for Deals, Contact or Leads for where another colleague (not necessarily a follower) can view only contact name and contact owner on a given deal. The idea is to open just enough information to brokers to collaborate without changing deal ownership or revealing a contact’s email or phone number.
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Deal Search Results Should Show the Pipeline
For some of our customers, we are pursuing multiple Deals in multiple Pipelines. Users have told us that they would like to be able to see the pipeline that the Deal is in within the search results. We agree! This would help someone know which Deal is the correct one to open up! See below for where the pipeline name could…
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UTM - leadsource tracking for webforms.
It would be great if we could track what campaign it came from. But today the Pipedrive forms don't support it and it's in iframe so it cant be tracked from external systems. It's so important to know what campaigns deliver sales leads.
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Handle shared inboxes in Sales Inbox - Make labels shared
We dearly want to ditch Zendesk and use Sales Inbox, but then realised it's not really a shared inbox experience because: Labels are not shared between users - if I label an email for DESIGN, the design team does not see that label in their inbox using the same email address. If I archive/delete an email in Sales Inbox, it…
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Timeline on Projects ? (like on lead / company / contact views
Hi It would be great to have a timeline / history tab on projects view as we already have on Leads / company / contact views where we could see all what happenned recently on a project : tasks created / completed, sent emails etc Thank you 🙂 Charles
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Field Descriptions needed on Organizations and People
This is self-explanatory! The field descriptions on Lead & Deal fields is a great addition to Pipedrive, but we need this for Organizations and People, too! Orgs are where we have the majority of our fields. Please roll this out!
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Incorporate Deal 'Followers' into Automations
We would love to create an automation whereby if a deal is created and owned by someone different to the Organisation Owner that the organisation owner is automatically added as a follower. I am almost able too but the feature I'm missing is the action to add follower within the update deal stage. Right now I am at a stage…
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Include "Emails Sent" In "Last Activity Date" column
I don't know why but emails sent from within Pipedrive, which are one of the main activities a sales rep can do to move a deal forward, are not counted as an 'activity' on the deals listed in Pipedrive and do not update the "Last Activity Date" column in Pipedrive. Having emails count as activities would be a major help…
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Private Notes, only visible to the author.
The Birthday field post by Melissa Lautenbach got me thinking about this. I record a lot of personal details about my clients on my phone, rather than in pipedrive due to GDPR issues. Things such as family life, home area, married, kids, school, sport interests etc. It allows for a richer conversation when we are chatting.…
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Groups for custom fields in projects
Have the functionality to group fields in projects just like in deals.
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Making Automatically Created Activities Traceable to their automation
Hey Pipedrivers, sometimes, activities are automatically created in the background without being noticed. It would be helpful if it were possible to identify when an activity was created by an automation and if there were a direct link to the corresponding automation.
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Rotting Days Counting Work Days Only
It would be great, unless there's a setting I'm missing, for only work days to count towards the 'Rotting Count'. We have a 3 day period set due to our industry, but this means that most Mondays we come in to a very red looking deals page