I (and many others) are dreaming about this since a long time:
Just want to add my upvote to this - we are B2B as well and really need this. At the moment, if a client asks for pricing without the VAT removed (because e.g. their own system will add the VAT), we have to fudge all the numbers manually in our quotes. This is prone to error and so out of keeping with how user-friendly Pipedrive is in every other aspect!
My initial post is from May 2020 😮
Do I need to add something?
Hi, we also have an issue using VAT in products. Saw the previous post starting in October 2020, now 2 years later...Any news on this?
I don't understand how this can not be tackled already.
So many customers are asking for this and requiring this in their daily needs. As we do.
@Inês Batata still no idea on when this is on the roadmap?
The tax inclusive option for Products when input into Smart Docs is very impractical for us. When we use our Smart Docs templates for Proposals and Quotes to go to clients, we want to be able to add tax to the Products that require tax to be added. Our clients are very confused if we add tax into the price of each product. When can we get a feature that allows us to check off which Products tax will apply to then add Tax as an additional input?
$107 tax inclusive
$7 Tax (7%)
versus (THIS is what our customers are used to):
$100 per product
$7 (7%) Tax >>>_How do we get this field separate in Smart Docs?
I have the same problem, it's a real struggle producing a quote that VAT customers understand.
It would be great if Products and Smart Docs worked in this way.
Hi @Jade Genga and @Craig Beaumont ,
In 2023 we are focusing in improving significantly the Products feature. Having Tax exclusive is at the top of the list.
Could you send the improvements you would like in Products Catalog besides tax exclusive for us to take in consideration?
@Martin Pfeiffer @Olav Wolters @Nicholas Müller @Stijn Verrept @Jarek Rydz @Ray Golding @Martin Morsing Larsen @Louis Morell @Remco @Julian Steinbuch @David Bellaïche @Robert Holm_85508 @Bart Sturkenboom_76390 @Wannesd
Feel free to suggest other improvements you would like in the Products Catalog besides tax exclusive for us to take in consideration during research phase. Many thanks.
Hey @Bernd Auer www.pd-experts.com @kayla ,
Regarding Tax Exclusive topic, answered in another thread :)
This is a great news! This feature is a must for some of our customers. Have been over half a year as I raised this up in other discussion earlier this year. Hope to get this done asap in January!
Thanks for getting back to us, I will make a list.
Honestly it will be a game changer if we get things right on this, as really don't want to add a third party plug-in to make it work.
SmartDoc's has lots of potential within our business, we are looking to digitise our sales and production process from within Pipedrive.
Finallllly this is a big must thanks a lot. Would love to see this being implemented ASAP.
@Pedro Manuel Gonçalves Franco Couldn't we merge such threads in the forum?
@Pedro Manuel Gonçalves Franco Yes, I heared that this will finally work in the near future. Can wait to test it.
@Inês Batata This "merge" option mentioned by @Felix Brumme is one of many things which I recommended to this guy from the community building company! Would love to see this! And this would give a much clearer view on the needs to your PM colleagues!
I agree. We love using the Smart Docs feature (although currently it's not been functioning on our account for a few weeks. I believe it's being worked on by one of the Pipedrive Engineers). We use it primarily for invoicing, quotes, and proposals. In terms of products, we'd like to see the option to have a checkbox next to each product to select if it's a product that will be taxable during invoicing. This would be helpful, because if we add shipping or additional odds and ends that don't include tax, it could calculate tax for us on only the applicable products. Please keep us updated. Would be delighted to beta test updates.
Yes please, I will defiantly be an early adopter and more than happy to Bata Test..
We also sell B2B - B2C and also use the UK's network of builders merchants, so a more robust VAT system we would also like to see a section to merchant commission/margin.
Example: We sell to customers via a builders merchant. Account
Price customer see's £1000.00, this has a 10% margin built in so we can send the quote directly to the customer.
So the ability to adjust and toggle on or of the the Merchant Discount % and VAT would be amazing for us.
See below a couple of examples:
Sería genial disponer de un campo imagen del producto
Hello, do you now have a more precise date for the implementation of this feature?
Hi @Quentin, I am one of the PMs working in this area. We've had to do a big piece of work fixing old legacy code before we could update the tax functionality, but we're getting closer, and this feature should be ready for you to test out towards the end of Q2.
@Jess Stacey are you looking for testers, as this would be a massive improvement for us be able to finally get the VAT element sorted
Any update on this please
How are you guys getting around the the Tax-Exclusive? problem, I am finding this limiting my commitment to Smart Docs and producing a quote with what I would consider a pretty basic function within the Products/Deals section.
It can be achieved using spreadsheet using the sum functions but the product fields are limited and can't be used in a spreadsheet templates...very frustrating.
I believe calculable custom fields could kind of fix this issue but upgrading to another subscription level is not an option for me.
Hi, @Craig Beaumont!
Next month we will be releasing a product update, which will enable you to add tax exclusive to Products and it will work all together with Smart Docs as well. Also, in the same release fixed amount discounts and additional discounts will be added to Products and Smart Docs.
Thanks for your patience.
Fantastic news, you have no idea how happy this is going to make a lit of people
Any update on this going live @Pedro Manuel Gonçalves Franco 🤞
Looks like it went live yesterday 🎉
I know, it's a game changer for me 💥
For a customer I'm looking in to this topic and what I'm reading is that this problem is solved, but what my customer needs is still not possible, and I don't understand why.
Is this what has been done?:
$100 per product
Because the customer needs the inclusive Vat value for the reporting. But the exclusive Vat value to send to Moneybird for the invoice. But it looks like this is not possible without using Zapier to calculate the inclusive Vat minus Vat.... Any ideas on this?