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Filter: Show deals which INDEED reached a certain stage (and not only came past it)
We sometimes have "fast forwards" for deals in our sales pipeline. For example sometimes customers don't want a presentation of our product but directly buy that product. Then we directly forward the according deal to the "sold" stage i.e. the deal skips the pipeline stage "product presentation". If I now create a deals…
More Email Filters
It would be incredibly useful to have enhanced email filtering options. A few suggestions include: Adding a filter to search for emails from specific dates. Offering a filter to search by subject only, without including the email body (and viceversa) Introducing a filter to find emails associated with specific projects.…
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.
Advanced Filters - And/Or Grouping
We really need the ability to do more advanced filters with and/or combinations (parenthetical expressions). Another option would be to include/exclude records based on the results of another filter. Example, we have a filter that pulls all "Won" deals with a deal end date (custom field) that is in the future. Works great…
Bulk Import from Contacts > People to Leads
Hello everyone, It would be really useful to have the ability to select multiple contacts from the Contacts > People database and add them to the Leads database in bulk. Currently, the available options are: Manually opening each contact and adding them as leads one by one. Searching for the prospect’s name directly in the…
Email inbox: move to next message instead of back to list when archiving/deleting a message
Currently, deleting or archiving an email jumps back to the list view and makes going thru new emails a tedious process. Lots of clicks, loss of time. Hard to sell this to clients who spend their day in mail clients. To make it a better experience, deleting or archiving an email should jump to the next email and stay in…
Book an online meeting on website with filtering, qualification and sync with Pipedrive
At the moment I have a Calendly widget on my website for booking an online video meeting that allows me to ask the lead some initial questions for filtering and routing, and then if the lead is qualified, ask some more questions that are necessary for the initial discussion with a lead during this meeting. The widget is…
Make it possible to split deals between sales agents
For future updates, I think you really should consider an option to split a deal between two owners/agents within a team/organization. As for now, we have to manage these deals in Excel, which kind of takes the fun and functionality out of using Pipedrive. We use products in order to make a prognosis and we use goals to…
Allow us to choose to show days of the week (Monday, Tuesday, Wednesday...) in date fields
Hello everyone. Our sales reps would save some time if they could see what day of the week an activity has been scheduled, as this is how they distribute incoming leads among themselves. Right now, they need to be checking a calendar every time they want to assign a lead. I tried to create an automation for this, checking…
Add A Color Picker Tool to Label Colors
There are only 10 label colors which is very limiting when tracking a wide variety of information about one or more clients. Please add a color picker (the dropper tool) so that custom colors can be used for labels. Thank you!
Make single option field display consistent
We have some custom singleoption fields that are being displayed in two totally different ways. One is being shown horizontally, and the other is a drop-down menu. This makes no sense to me. Please change this to always display as a dropdown menu, or else make it a toggle option to display it horizontally.
A Template should not print EMPTY BRACKETS
Hi everyone, I'm working with creating Documents from Templates. My issue is that when a Custom Field in the Template is not actually filled out in the Organisation (e.g. [Organisation Phone]) it actually prints "[Organisation Phone]" in the created document that I have to export to .pdf! Can someone fix this so it prints…
Double Opt In Webform for Campaigns
Hi there, I think a really useful add on for campaigns would be to have a double opt in webform - like there is / was in mailigen. For us this is a must since in the DACH area you can't go without it. Neither PD Webforms nor CAMPAIGNS offers a GDR compliant registration webform. Could you please prioritize this feature?
Merge tags fallback Value
Hello, I'm not sure why this isn't an easy spot, but I can't work out how to add a fallback value when using merge tags. For example, I want to use First Name. This is easy enough, but then if there isn't a first name in the system I want a fallback option. In my previous email campaigns platform it was done like: Hey…
Custom fields on Activities
It would be super useful if custom fields could be created at an activity level. We use activities to prompt our sales people to make calls to prospects. Being able to create a custom field against the activity to track the downstream outcome would be a huge help
Ability to attach files to email directly from deal
I'm wondering, why there is no possibility to attach files to emails directly from Pipedrive? I can attach a file to person or company or deal, but when I want to send this file with an email, I have to download this file and attach it from my computer. It doesn't make any sense. Can Pipedrive add this kind of function? It…
How use product custom field in insight ?
I wouldlike use some product custom field in insigh but i have just some original field. How I can use product custom field ???
Add create email endpoint
Hi, currently the API does not support neither creating a new mailthread nor adding a mail to an existing thread. This is very unfortunate as our SDRs are working with multiple email accounts for domain reputation reasons. The current email sync feature only allows to sync one email account... Even funneling all accounts…
Date field yearly or by yearly triggers
Hi, It would be lovely to have an extra option in the date automation field. As an example, we send a yearly birthday e-mail to our clients. We have the date of birth, but what is missing now is the option to automate the date trigger yearly. Furthermore it would be nice to have the option: yearly or every 2,3,4,5,6,7,8…
Our own logo and link in the scheduler page?
There is a very cool tool which i want to start using, it is the scheduler tool. Really nice that customers can plan their own appointment in my calendar. No more e-mailing back and forth to find a free spot. BUT the scheduling page has the Pipedrive logo and (underneath) the link. It would be nice if our company logo and…
Block users from Live Chat
Would appreciate if I could block unwanted IPs from access to the live chat or block specific users that have sent messages.
Automatically make an email shared if linked to a lead or deal
Hi team I currently have my `default email sharing` configured to private, and then manually change any email linked to a lead or deal to `share within your company` Can you please add the ability to automate this? Therefore if an email is linked to deal or lead, make shared automatically. Cheers Sam
Changing the default 60 day eSignature expiry?
Hi folks, I have a business requirement to mandate a 5 day expiry after a quote document is sent. I believe the default expiry is 60 days and I am unable to find any option in PipeDrive to change this to 5 days. I have explored native automations, external automation apps (Zapier, etc.) but I am unable to find anything…
[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…
Prefill Name and Email in Meeting Scheduler
I'm currently using Calendly to send out meeting invitations. In Calendly I'm able to pre-define the Name and Email of the person I'm inviting, so they don't need to spend time on this. I wanted to switch to use the Pipedrive Scheduler for sending invites, however as I understand it, either the invitee or I have to manully…
Add Organizations as Participants in deals
We ask to add Organizations as Participants in deals. Currently only People can be added as Participants in Deals; however, often a Company is a Participant in a deal rather than just one person. Secondly, if Participants could be added automatically by Pipedrive when email is synced under the deal - this would enable to…
Color Blind friendly Colors PLEASE!!!!
I would like you to consider making the text colors for WON or LOST deals color blind friendly, or at least offer that option. There is a high percentage of the population that cannot distinguish red and green easily. We all struggle daily with this issue in more aspects of our lives than you would care to image. How about…
Email Template Variables in Hyperlinks
Our team would like to be able to put Email Template Variables / Data Fields in Hyperlinks. There is currently no ways to insert a data field into a hyperlink in an email template.
Is it possible to schedule in our pipedrive calendar the product billing date of the installment?
Hi everybody, I recently got pipedrive, just checked installment and the insights features, I wondered if it is possible to schedule in the calendar, the product billing date that we fill up in the installment fields? I'm thinking a way to add the installment right away and an activity at the same time. Thank you in…
Feature Request - Additional Signer Fields
Most Signature tools allow you to place two basic fields: Signer's Name Today's Date Right now we have to use Text Fields to accomplish this, it sets PD a set backward

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