Formula fields for Products

Emilien Leclercq
Emilien Leclercq Member Posts: 4 VERIFIED MEMBER
5 Up Votes First Comment Photogenic
in Ideas and Product Feedback #1

Formula fields are necessary for products for calculating Margin for example

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  • Łukasz_44810
    Łukasz_44810 Member Posts: 7 VERIFIED MEMBER
    Second Anniversary First Comment Photogenic
    #2

    This would be great!

  • Pedro Manuel Gonçalves Franco
    Pedro Manuel Gonçalves Franco Pipedrive Team Posts: 96 PIPEDRIVE TEAM
    Third Anniversary 25 Likes 10 Comments First Answer
    #3

    Hey both!

    Pedro, Engineering Manager of the products feature. Currently we are looking into implementing formula fields similar to what we have for deals.

    I will reply in this thread when we make progress!

  • Boppa
    Boppa Member Posts: 50 VERIFIED MEMBER
    10 Comments 5 Likes 5 Up Votes Name Dropper
    #4

    Double hands up for this for us too. We would use it to calculate production times required for products which would be of huge benefit for sales when quoting.

  • Robert Thompson_31341
    Robert Thompson_31341 Member Posts: 13 VERIFIED MEMBER
    Third Anniversary 10 Comments
    #5

    Also interested in formula fields for products. Would use to calculate weight of each product, total weight of deliverables, total weight of all potential deliverables. Weight data per produce would allow us to filter potential deals, prioritize and close more deals.

  • wonders
    wonders Member Posts: 44 VERIFIED MEMBER
    10 Comments 5 Up Votes First Anniversary 5 Likes
    #6

    @Pedro Manuel Gonçalves Franco The formula fields need to function for leads too, not just deals. For example, we generate leads and our agents call the leads to provide a quote over the phone. We need the formula fields for our agents to input the cost of the product (which we lookup from a 3rd party), add a service fee and automatically calculate taxes, etc to generate the final price. It's a very short sales cycle, the lead accepts the price or they don't. If they accept the price, they get put into the fulfillment Pipeline. Otherwise the lead is archived. It doesn't make sense for us to create a deal for someone who is immediately not interested in the service.

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