Products: bundles; price options (currency/region); SmartDocs; Discounts.

Xavier Framis

Hello, friends of Pipedrive Support. I'm here to reiterate a question I asked a while ago and which I haven't been able to confirm if there are any improvements. It's about the "Products" feature.

In this request I refer to one client, but it responds to at least 2 clients with the same needs.

· On the one hand, the need to work with bundles of products, since some of the products could be packaged and we can't create as many product references as packageable options.

· On the other hand, lists of products for the different price options and definition in a different language/region for each product, but without forcing to duplicate, triple, quadruple, etc. all the products depending on the language/region. And all this, compatible with the integration of SmartDocs and the correct mapper of products in the resulting offers (documents) (and their language and price).

· On another hand, the system is applying the discount correctly, it shows the price without discount and when multiplying units it expresses the total with the discount of the product. This is not a problem when it is a single unit, but when you multiply by X units it shows one unit without discount and a total of the units with the discount. We need to map the unit price with discount.

Can you inform me of the scope and resolution of these requests? I look forward to your comments.

Thank you, Xavier

Leonardo Zimmermann

@Xavier Framis Hey!

Let me break this down into three sections:

Product bundles: Unfortunately, Pipedrive doesn't yet have a native feature for grouping multiple products into a single sellable unit, like a bundle - so a possible workaround for now is to use custom fields to create a "bundle name" and manually group products under that name. Alternatively, you could integrate third-party tools like Zapier, which often include bundling features and can sync with Pipedrive.

Multi-language and multi-region product lists: while handing these variations without duplicating product entries is not a possibility at the moment, as a workaround you could use custom fields to add localised names or descriptions for each product, avoiding duplication in the catalog. For pricing, pricing tiers or custom fields for regional variations might help manage the complexity. However, ensuring that this setup works well with SmartDocs might require custom document templates or even exploring our API to create a more tailored solution.

Displaying the discounted unit price when dealing with multiple units: while you can calculates and apply discounts correctly on the total price in Pipedrive, we do not see the discounted unit price alongside the total. To address this, you could use tools like Make.com or Zapier to create a calculated field that dynamically shows the discounted unit price. For SmartDocs users, you could map both the original unit price and discount into your document templates and create a custom formula to display the discounted unit price clearly.

I hope this helps. Also, I will be glad to share those improvement suggestions internally. Thank you!

Xavier Framis

Thank you for your response and for the solutions you provide, @Leonardo Zimmermann

In any case, any automation and integration with third parties that solves something that, by common sense, the service should offer, we will postpone due to its complexity, not so much in the configuration, but in the maintenance and control of its operation.

That said, I hope that the issue is escalated to your UX and engineering teams and we hope to be lucky enough to one day decide to include it in the roadmap.

Thanks,

Xavier

PS: @NRLARREA