Products detail view feedback/ ideas
Options
Laurie_58144
Member Posts: 21
It would be helpful to...
- Have the ability to create groups as we can in the deal details. (group together sales order information separately from vendor invoicing information, group product specifications together such as sizes and weights and shipping codes)
- Have the ability to hide, move or group Pipedrive Default Fields. (these fields are not useful for us and take up space at the top of the Detail Sidebar which could be better utilized with the information most beneficial for our company)
- Having a Notes tab or the ability to pin notes on the Right hand side for easy reference. (Notes specific to a item where it would not make sense to create a custom field, such as discontinuation information, product warranties, when to use a specific vendor, color or production notes that may need to relayed to customer or co workers )
- Include a Vendor Tab: or have the ability to link to the Vendors Organization Page. (having a place specific to the vendors and vendor requirements for placing vendor orders)
Just a few thoughts as I am trying to utilize the Products section more effectively
3
Comments
-
Hi @Laurie_58144 !
Pedro, Engineering Manager at Pipedrive. All good ideas indeed. Thanks for sharing.
Some questions:
- For groups, are you referring to the Field Groups that are possible to create in Data Settings (similar to Deals)?
- For Vendor-specific products, are there other ways you expect to organize your products more effectively to make your sales (similar to product packages/bundles)?
0 -
For grouping : Yes similar to Deals
For Vendors- I am speaking more of ordering specifics such as information needed for placing orders such as Warehouse locations and hours, Preferred method for placing orders, contacts and office hours for orders, accounting and sales reps, payment terms, and any special notations or information needed regarding working with that specific vendor
1 -
Thanks. Understood. Will forward as feedback internally 🙏
1
