How are you listing several services on your Proposals?

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ntsales
ntsales Member Posts: 6
Name Dropper First Comment

Hi Pipedrive community,

Curious if anyone has insight on this…my team sends proposals that will sometimes have line items for several services we offer. As of now, we have to combine everything into one deal - which means when we go back to report on how much we made, we see the total amount for the entire deal and can't see how much we made for each individual service we provided / can't filter through them. Is anyone doing something similar using the Proposal feature that they could share how they set it up?

Thanks!

Megan