Submitted

There is no really clever revenue forecast
Hello guys, so one of my main goals by using Pipedrive was to get more insights into how much we're going to make in a future months. So we've create a deal pipeline, add there stages, for every stage we've got probability, for every deal we've got set up a Billing plan (so if the deal is one time payment (and if so, when)…
Product name in filter columns
We would like to export deals table including also product names associated to deals. There is only product amount and value. Thank you Lukas Hala
connect Shopify with pipedrive
Hi Good afternoon, I was wondering if you guys could help me in the right direction. I'm trying to connect Shopify with Pipedrive. Now every time a new customer comes to my shopify website I have to put their data in Pipedrive by hand. I was wondering if you guys knew any programs that could help me with that. I've tried…
How can I check if workflow automation has worked?
How can I check if workflow automation has worked? I have set up so an introduction email is sent to all newly created contacts, however I can't find a way to check an email has been sent, so I am tempted to manually send an email with the possibility of them receiving 2 identical emails.
Is there a way that PD calculates a commission
Is there a way that PD calculates a commission, let's say of 5% on every won sale??
Is there a way to SCHEDULE a single email yet?
Is there a way to SCHEDULE a single email yet?
Gestão/cálculo de Comissões de Venda
Olá, bom dia! Gostaria de saber se alguém de alguma forma alguém realiza a gestão de comissões no Pipedrive ou alguma Integração... E também sugerir para que fosse incluída uma sessão onde podemos incluir um calculo personalizado para gerar o rastreio/andamento das comissões de acordo com os negócios ganhos. Abs a todos!
How to measure time in seconds from lead-in to outbound sales call
What would the best way to measure time (seconds) it takes us to reach a lead via call once this lead applied for our service? I assume it should be something related to the activity. E.g. duration between an activity got created and the call was logged? Is there a standard, Pipedrive way of doing this? Thanks!
Adding a "Copy" button for data fields
Pipedrive should add a "copy" button beside the contact/organization fields, so that users could easily copy the content without having to click on the "Edit" icon and then copy the content.
Support for Danish language
Add Danish to the list of supported languages
Permission for non-admin-users to edit email templates
Please add an optional permission to non-admin user groups to enable them to edit shared email templates. We are working with many templates throughout the team and only the admin users can change them. The other users can only edit the templates they own. Unfortunately, there is no option in the user groups permissions to…
Multiple Email Signature
Dear Pipedrive Team, the following request for a new feature would be to be able to use multiple email signatures in the same account. Based on different target audience & request type am using at present via outlook and Co different email signatures to highlight my specialty services customized therefore. Since am both a…
Pipedrive form builder lacks basic features
Are any new features planned for Pipedrive web forms? I briefly compared it to Elementor Pro's inbuilt form builder and - right now - the Pipedrive form builder's functionality is so weak that it's not worth the time it saves. Here are my main issues. * No mobile optimization. Each input box flows off the screen on mobile…
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…
Net and gross price in products
Hi everyone, Currently, you can only store the gross price and tax in products. At the end you also get the total tax, but that was all. We would like to use the products to create contracts or other documents directly. Therefore, the net value is also very important for us. (...and I hope we are not alone with this…
Can i view all calendars within pipedrive account?
Hi, we have a number of accounts linked to pipedrive and i am looking to be able to view all the calendars at the same time. This will allow me to apply custom flags to the event types so i would only see the events i want but ideally i need visibility on one calendar of all the accounts within pipedrive. Is this possible?…
What about this feature for note template?
add webhook event for leads
need to be able to capture lead updates
Feature Request: Manual adjust "time in stage"
Occasionally when adding new (or older) deals, changing deal stages or moving stages between pipelines (and deleting old pipeline), time in stage is either not represented accurately, or can be missing completely. This of course affects accuracy of data and reporting. I think its important to be able to adjust the "time in…
Enable CC in group email.
I often want to send a group email and CC additional recipients for certain contacts (e.g. colleagues of that contact). However, there is currently no CC field in PD's group email function. Adding that feature would be helpful. A next-best option would be to allow a user to include multiple recipients in the group email…
Would You like to send WhatsApp messages, documents, quotes etc. directly from within Pipedrive?
Would You like to send WhatsApp messages, documents, quotes etc. directly from within Pipedrive?
Archive pipeline - missing functionality
I know many people use pipedrive for the multiple pipeline support. However, the inability to archive old pipelines no longer in use is a big missing piece of functionality for us. There are many times in which a pipeline is no longer needed, but you don't want to lose the deal history by deleting the entire pipeline. This…
Smartdocs File Naming
It would be great if templates could be given basic naming conventions to save manually renaming every file we create. Currently it gets: [customer name] [date] [time]. We would like to automatically name the file as: [template name] [customer name] or [template name] [job number] or (specified default value) [customer…
Exporting data using default currency
Hi! Are there any plans to allow users/admins exporting data from List View using the default company currency? Currently only the deal value in its original currency can be exported. Cheers
Automated Document Naming via Data field usage
Dear Pipedrive Team, am already enjoying ur new feature = Documents and set up my first template... My suggestion after creating couple quotes would be to allow in template title to use data field tags like: [Deal Title (deal title)] + ... whatever else is needed to start of with unique document titles the moment they are…
Emails should automatically be counted as activities like phone calls
Why are emails not automatically considered activities like phone calls are? When I run filters based on last activity none of my recent emails count as activities. However, my phone calls are. Therefore, I have to go through the extra step of creating an email activity and marking it as done after I send an email.
Multiple labels per deal?
Hello, we use labels for our deals but often run into an issue where a deal meets multiple criteria and we would very much appreciate the ability to have multiple labels for a deal. Thanks!
Missing images in Smart docs / Sales docs
Pipedrive in combination with the Google Suite/ Works link and in relation to Smart docs / Sales docs. I notice that when you create the document everything is neatly displayed, but when you have sent it you are missing the images in the document as well the image in the header. The image in the header is visible on the…
Please add Cc and Bcc to "Send Group Email"
I feel that PD should add both of these features to outgoing emails. I currently Cc or Bcc emails to myself or other parties depending on the nature of the email. It would be a small but helpful adjustment.
Colors in Insight Reports
The insight reports can be customized to show a lot of helpful information. One issue I have found is that I can run 2 reports involving similar data, and the colors for the categories change from report to report. I would love to be able to assign certain colors to certain sales people, products, etc.....so that there…

Submitted

Discussion List