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Can you make add products a mandatory field on a deal?
I would like to know if you can make 'Add products' a mandatory (IMPORTANT) field and also make the Item field mandatory for input?
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Admin Log in as User Feature
I thought I would find this discussion already started, but did not, so forgive me if this has already been started. As an Admin, I would greatly appreciate the ability to log into Pipedrive as any specific user and see how that user see Pipedrive based on their visibility settings and permission sets. It would also be…
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Clone or duplicate activity
Hello - Wondering if there is a way to duplicate or clone an activity so that we do not have to add the people and deal name every time.
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Can the note edit bar with Cancel/Save buttons be pinned to the note screen?
I have to scroll all the way down to the bottom of the note to press Save or Cancel. The same to choose Italic, add a link or image. If the bar was pinned and followed my writing it would save me a lot of time and significantly increase my productivity. If I cannot see the SAVE button, I do not know if the note is saved or…
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Merged: Please expand Email Templates
This discussion has been merged.
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How do you color code different activities/events in the calendar?
How do you color code different activities/events in the calendar?
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Deal owner phone number
Smart docs has a merge field tag called Deal owner phone number. There is no place for a pipedrive user to fill out their phone number in their pipedrive user profile and in order for this to work each user must contact pipedrive support to have a phone number added to their profile. Please make this a field in the…
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Shared smart docs templates
Display some type of identifying information that shows which of my smart docs templates are shared with others without having to open the doc and look at the permissions.
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Signer fields in document templates
I'm sure it has been asked before - but is there really no way of adding the signer fields to the document template interface, so I can set it up once for all users? We're losing precious time setting up initial fields on all pages of the contract, .... Thanks for updating! /cedric
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Google Drive Shared Drive/Team Drive Integration
I am wondering if Pipedrive supports Google Drive integration for Shared Drives. Currently, it seems that I am only able to upload files that exist only in "My Drive" in our Company Google Drive instance. Our organization keeps all deal-relevant files on shared Drives and therefore the google drive integration is useless.…
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Multiple Users In An Activity
Hi there, I've seen similar posts requesting for that ability to add multiple users to an activity but no useful responses to the issue. Is the only current workaround to add other users within Pipedrive as contacts so they can be invited as "guests" to an activity? Thanks!
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Editing User Profiles
Hello! I think that Admin Users need to be able to edit the profiles of other Pipedrive Users in their environment. I would like to upload a photo for each of our Users, and would like to fix some names and emails in accounts, and unless I have that person make the change, this cannot happen! As an Admin, it makes sense to…
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Past revenue forecasts
Pipedrive only allows us to view the current situation when it comes to revenue forecasts. When changing the period of time to one of the past, e.g. 6 months ago. It shows the won deals of the past 6 months and also any open deals that may be still open in the past. However, it would be good to see the forecast 6 months…
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Allow linking of a single activity to multiple deals
It would be great to have the option to link multiple deals to the same, single activity. For example if you had a meeting scheduled with one contact to discuss multiple deals, it would be great to link everything rather that creating multiple duplicate activities etc. Example of activity creation screen
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Sales Playbook
Hi community, Hope this finds you well. Just wondering if there are any tips for side-by-side Salesbook/Playbook integrations or workarounds for Pipedrive? Context: My company is shifting from Hubspot to Pipedrive and there was this function to create playbooks in Hubspot. I am not familiar if there are such parallels in…
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Recurring calendar entries synced from external calendar not doable in Activities list
Hello, recurring events (like weekly, monthly) synced from an external calendar (M365) are not "doable" in the Activities list. They don't show up in the activities list also, they only visible in the calendar view. Would be great to have them at least doable.
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Table support in email
It would be helpful and much appreciated if eventually Pipedrive users would be able to create tables within the body of their emails. Even being able to retain the table format when copy and pasting from Word or Excel would be great!
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Send group emails to ALL the email addresses of the selected people
I discovered that when sending group emails, if the person has multiple email addresses, the emails are only sent to one of them. In my opinion this is very inconvenient and if you don't know it you can make serious mistakes. Therefore I was wondering if it was possible to implement the function to send the email to all…
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Support more encoding | including iso-8859-8
Hello Pipedrive Community, At the request of PD Support, I'm highlighting a crucial issue for Israeli users: Pipedrive's lack of support for the iso-8859-8 charset, vital for Hebrew emails. This is not a feature request —it's an essential fix for using PD in Israel. I'd appreciate any "comment for the algorithm" please, to…
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A Missed Mark: Urgent Need for Label Functionality in Pipedrive Mobile App
I'm writing to shed light on a surprising oversight in the Pipedrive mobile app: the complete absence of deal label functionality. This feature, fundamental in the web app, is mysteriously missing in our pockets. Labels are not just decorative; they're essential for organising and navigating deals efficiently. Imagine…
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Product group / Sub-product group - a new feature for items that include different items.
Our company mainly deals with providing individual solutions that consist of various products, sometimes we have 100 different items in one document. For a customer it is a macabre! Would it be possible to add an option to create product/product subgroups with their components? Below a quick mockup:
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[Closed] Struggling with finding new Leads? Let's talk! We want to hear your feedback
EDIT: This research session is closed; thank you for participating. Hey Hey 🤩 Do you sometimes struggle with finding new good quality Leads 🤔? Let's talk! Our team works on new ideas 💥 in the Lead Generation area and we would love to hear your feedback to help you solve your needs. Short 25-minute call this Thursday, Feb…
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Protect certain reports from Dashboard Date Filters
It would be really useful to have a toggle on a report instance on a dashboard to say whether it should respect the dashboard filters or not. This would allow us to have certain blocks showing eg "Year to Date" or "Last 12 Months" figures whilst also showing tactical information such as demos booked in last week.
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Group Filters like Group Fields
I have various reports that are pulled from both the insights tab and the deals column/list view. It would be convenient to group similar filters as you can with the data fields. That way, it's easier to find similar reports to export and send across other workstreams.
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Cold email outreach via pipedrive
Hi Pipedrive Community, I dont want to spend extra on email outreach tools such as yesware or mailshake. Will pipedrive soon have a "cold email outreach sequence" capability, where email outreach is scheduled? This feature is built in on other CRM like Contactually. Here's a sample cold email outreach sequence I would like…
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Customizable date formats
Hi there, would be great to have a possibility to customise the way the user views their dates. Right now, there is only a local standard to choose from (e.g. Czech in the screen shot below), but I don't have an option to view it in DD-MM-YYYY (or other) should I want to see a date with digits only format (without the name…
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Bug - Labels not working on mobile app
The label tab does not work on the IOS mobile app. When I click on it there is just an empty list. Can someone fix this.
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Bug - Web Forms UI
This is a very odd little issues that has existed for a long time now and has gone completely unnoticed... It appears that the top section of the web form page is made out of a transparent block so when scrolling all the text overlaps each other making the UI messy and hard to read. I believe a quick fix for this problem…
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Labels - email
Today everyone in the office synchronised our emails to the Pipedrive account. We previously used labels in our gmail account for our personal organisation and then started adding labels to Pipedrive email as well, but we noticed that the labels we created within our account are shared with the whole team. Is it possible…
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Create new contact from Email if it doesn't already appear in your address book
Hi I would like the option of being able to create a lead from an incoming email (not using the lead booster function). I haven't found yet how to do that. Is this something on the roadmap please? Thanks Purnima