Mass update product prices attached to a deal ("Add products to deal" view)

It would be great if one had the option to update the prices for products attached to a specific deal, e.g. by pressing a button (see example screenshot below).

Use case:

  • Sales rep. creates/edits a Deal in Pipedrive, and attaches products to deal (e.g. with 25 positions), then creates a quotation using SmartDocs feature.
  • Given that the unit prices of products often change, validity of the quotation is 30 days.
  • After 45 days, the client requests an update to the offer.

Current method:

  • Sales rep. either verifies changes in prices for each of the 25 products added to Deal, by browsing the product catalog, and updates the unit prices where needed, or
  • Sales rep. deletes all products added to deal and reattaches them, in order to have updated unit prices.

Feature request:

  • Sales rep. opens the "Add products to deal" view
  • Sales rep. pushes the button "Update unit prices"
  • System gets the updated unit prices from the product catalog, overrides the unit prices attached to Deal and updates subtotals and totals.

Of course the availability of the button could be optional (setup in Settings).


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Comments

  • Mike B.
    Mike B. Member Posts: 6
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    Any chance this might be considered in the future?

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,067 COMMUNITY MANAGER
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    Hi @Mike B. thanks for the update! While not in the plans for the immediate future, it is an interesting use case I’ll be happy to bring to our product team’s attention for you.

  • Mike B.
    Mike B. Member Posts: 6
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    Thanks @Manuel Oliveira. It would be an efficiency booster.