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Need to be able to change the formatting of how your currency appears
Being an Australian company, we only deal in Australian dollars. This means that Pipedrive shows up all our currency values as "AUD100" instead of "$100", the latter of which would be more comfortable since that's how we show currency. I imagine this is similar for other companies that use what America would consider…
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Opportunity to share your company's story with Pipedrive product teams ⏰ Jan 18, 2023
Hey everybody! 👋 We are planning to kick off year 2023 with an internal product teams meet-up which we want to start off with a Customer Panel discussion: online on January 18th at 11:50AM-12:20PM (Estonian time, UTC+2); with the theme “Getting business value with Pipedrive” (i.e.,how Pipedrive has helped you to reach your…
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Email Link to Deal by subject content
Suggestion : use subject line to match email to existing deals - not just sender. I have vendors who email on multiple deals. The subject line usually includes the property address, which is often also in the deal name. Easy to match if Pipedrive looked. It could also work for any other variable if the user included the…
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Automatic update of deals in current Pipeline view
Currently the Pipeline view does not update anymore when things within the deals happen, unless there is a complete refresh. i.e. A deal has been rotting for 2+ days and is marked red; I go into it and complete an activity; I go through a link to the pipeline view again; Deal is still marked as untouched for 2+ days. The…
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Enable Shift key for Multiple Selection of deals/orgs in List View
Currently to do any bulk actions we need to click 1 by 1 on each item in a list. This is painful. Please enable the standard use of Shift key to easily select a group of items. It should work similar to Excel or google sheets.
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Duplicate Filter Criterion Button! - LOW HANGING UX FIX
Many times we need to duplicate criteria in a filter but we are forced to manually add it again. There should be a duplicate criteria button next to every criterion. It's a small fix that would help a ton! This is very tedious in situations that require specific repetitive criteria such as ANY organization -> address…
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"Long text" custom field: MARKDOWN support & better UI presentation
It would be great if the custom field "long text" would support basic MARDOWN formatting. And because position of the title (fieldName) there is lot of unused white space. What about move the title simply above? Before: After - space optimized, MARKDOWN support: Could this be implemented? We would be very pleased. And I…
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New: turn off Activity pop-ups for Workflow Automations 🙅
Why? Currently Workflow Automations and auto-generated follow-up activity pop-ups are duplicating functionalities: they serve the same function of automating follow-up activities. How does it work? Disable the follow-up activity pop-up when there is an active Workflow Automation that creates an activity. For whom?…
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Search by Pipedrive ID
It would be great if we could jump directly to a deal based off of it's ID number instead of having to change it in the URL. We use the ID# for our quotes and when someone gives me a quote number it would be awesome to be able to jump right to it.
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Upload multiple photos
My salespeople have not been uploading photos on deals because they have them on their phone and it's too tedious to upload them one at a time. When is batch uploading going to be added? (Please like/comment if this is important to you too)
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Workflow automation search suggestion
I think there could be an improvement in the workflow search. Once you've performed a search, there is no indication of the search criteria. The only indication that you have searched is that there is (hopefully) a short list, and a "clear all filters" link. I initially didn't even realise that the link was related to the…
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Gathering feedback about navigation (CLOSED)
Update: This research is now concluded; thank you for your participation. Hey dear Pipedrivers! 😊 We are currently researching how to improve Pipedrive navigation. For that I would appreciate your input. Have you faced any issues with navigation in Pipedrive? Have you struggled with finding something from the menus? Do you…
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Filtering
Hi, Would it be possible for Pipedrive developers to work on filtering options in organization list view? It would be nice to have same quick filtering possibility like you would have in excel - a small arrow and a possibility to quickly check/uncheck specific values. Now it´s a bit of a hustle as you have to create and…
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Directions button on activity and deal pages.
It would be nice if there was an easy way to open my preferred map app to give me directions to my organization on screens where an organization is linked, but I can’t click the organization address. For example, on the activity screen and the deal screen, I have an organization linked, but there’s no way for me to click…
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View deal owner in pipeline view without adding filter
We would like to see whom the deal owner is in the pipeline view without changing the owner filter. We can then see at a glance who is working on each deal. We have a temp workaround by uploading a colour to our profile photos which then is displayed on the pipeline cards. A better solution would be appreciated!
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Automatically add "+1" in front of all numbers in pipedrive
It is annoying to have to type in "+1" every time my reps use Caller. This should be something that Pipedrive can do automatically. Also, when I type it in the dialer, it doesn't save the change to the number in the organization or the person phone field. Seems like a great fix that will help the Caller user experience…
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Left Navigation: add words instead of / in addition to the icons
I know you can hover to get a description, but it slows down one's work, especially new users. Being able to replace the icons with words (e.g. "Contacts") will help adoption by users in the company. One major reason we selected Pipedrive was its ease of use, so that everyone in the company would use it. Having words…
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Contextual time setting for activities
It's very irritating that I need to enter a start time for each new activity. For example- I have just sent an email from Pipedrive and I want to create an activity to follow up. By default, the best time to make a follow-up will be the same time I sent the email on some other day. Activities are basically 2 types- * A new…
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Ability to configure visibility of goals without having to turn off visibility of all peer data
I to be able to restrict visibility of individuals goals without having to restrict visibility of any of their data
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Merged: Please increase maximum Devices to 5
This discussion has been merged.
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Pin this email to top of deal = same as pin this note function
I really like the "pin this note" function under deal = to remain on top at first sight! Would love to have the same for emails too. Quite often I experience that during the initial stage of a deal that valuable insights/scope/briefing etc. of a project are shared during enquiry stage and I would be great to have that on…
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Private view options for custom sidebar boxes
Hi there - would love to request that Pipedrive add a custom sidebar option that is able to be viewable ONLY by the user who is logged in. There is some information I would like to keep private from other viewers who share deals and currently this option is not available.
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New: Dark mode for iOS mobile app 📱 🌒
🔔 Follow What’s New? to get notified about all new product releases. 🔔 For whom? All iOS mobile app device users (phones and tablets). How does it work? The app follows the current mode of the OS. If you have dark mode enabled, then our app also enables dark mode. If you have light mode, the app will be in light mode.…
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Lead Information in Sidebars
Is this going to be added? As it would be useful to see the leads a person has as well as any deals
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Web Form custom fields values translatable
Hello! Can we have custom field values in multiple languages that we could use in a form that exists in two languages? Example: a custom field name "Activity area" would have a list of possible values and each value would have an English and French translation used in a form available in both languages. So we could have…
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Wildcards in Filter Criteria
Is there a way to use wildcards in the search criteria? For example, People First Name Contains "*ob" to return all variations of Rob, Bob, etc. If this doesn't exist currently, is it on the roadmap or can we request it as a feature?
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Planned: Invoicing to gain new abilities 🧾 🚀
Create invoices using Pipedrive Products directly See all invoices from Xero/QuickBooks in Pipedrive Check consolidated financial information on customer level Why? To give you access to insights about an organisation's purchase history and payment status, and to make it easier to track and chase outstanding invoices. For…
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Products Category
Anybody what the purpose of the field Category is in Products? I like the idea of it but when adding a Product to a deal there is no way to filter by Category so you are forced to add the Category name to the Product name. It would be nice if you could filter by Category and then select the Product from the Category.
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Details for Multiple Pipelines
The nature of our business and use case is such that we have multiple pipelines. The detailed information that I would like to collect and reference for each is very different (even for the same contact or organization). We really need a way to have have different custom "details" populate depending on which pipeline a…
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Join our research: how information is organised in Pipedrive [CONCLUDED]
EDIT: We have concluded this research session. If you have any comments, please post in the comment section :) Hi everyone 👋 I am looking to talk to users of Pipedrive about how information is organised in Pipedrive. The topics we will touch in this research are: * How do you find different types of information? * How do…