Early release šŸš€ Deals + Products data available for Export šŸ“¦

Jess Stacey
Jess Stacey Product Manager Posts: 34
Third Anniversary 25 Likes 10 Comments Name Dropper
PRODUCT MANAGER
edited September 12 in What's New #1

Hi, Iā€™m a PM at Pipedrive working on the Products feature,

On Wednesday 2 Aug we will start releasing new functionality to export data on the products added to deals, so you can pass this information on for more detailed reporting, delivery or fulfilment.

What will you get with this release?

From the Export Data feature, you will now be able to select to export the entire product catalogue, OR only products added to deals.

If only products added to deals is selected, the export file will include:

  • Deal Product fields: Deal product ID, Quantity, Comments, Currency, Discount, Discount type, Duration, Duration unit, Item Price, Amount, Tax, Tax method
  • Deal fields: Deal ID, Deal Title, Deal Status
  • Product fields: Product Name, Product Code, Product Category, Product Description, Product Variation Name and any Product custom fields.

Where: The new functionality is in the global Export data feature, which is found via the three dots in the main navigation.

Availability: General availability on all plans from 21 Aug. Early release to beta customers starting Wednesday 2 Aug.

If you would like to be part of the early release then please leave a comment in the thread of this discussion.

We look forward to any feedback you may have on this!

Jess and the Products team

Comments

  • mathi96
    mathi96 Member Posts: 12
    10 Comments Photogenic 5 Likes Name Dropper

    Nice!

    Would be great to soon have the ability to connect activities to certain products in the catalogue, or have like a "comment" option, where things can be written etc. :-/

  • Gabriel Ramos
    Gabriel Ramos Member Posts: 29
    Third Anniversary 10 Comments Name Dropper Photogenic

    Hey there,

    we would love to be part or early release.


    Kind Regards

  • BeccaT
    BeccaT Member Posts: 6
    Photogenic First Comment

    Please could we be part of the early release. thank you

  • Rodrigo Rojas
    Rodrigo Rojas Member Posts: 54
    Third Anniversary 10 Comments 5 Up Votes Name Dropper

    Is this able to be get by API?

  • Trevor Morgan
    Trevor Morgan Member Posts: 2
    Photogenic First Comment

    The export function for products works well but it would be great to be able to filter for current or time based deals instead of the entire database. It would also be great to be able to include the deal owner detail in the export. Then you are creating a valuable report.