Products Area
The products area really needs allot of help ~ I love how the product integrates with Pandadoc's as our last CRM did as well. Pipedrives integration works better hands down. However the producs list is not sortable ~ this makes it very difficult to find items. Panda has catagories so you can create subcatagories for each product, then pick and choose what to add to the quote.
Today I ran into another large issue. The description that I imported into Pipedrive does not transfer to the quote making my sales reps have to type it in each time. Painfully complaining all the way.
I know that Pipedrive has allot planned for 2023 ~ let's hope they do something with the product area quickly, my sales people may burn me at the stake .... :(
Comments
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Here is a screen shot ~ the yellow area is where the product description belongs ~
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