Problems completing the deal value

Hans Nieto
Hans Nieto Member Posts: 35 VERIFIED MEMBER
Fourth Anniversary 10 Comments Name Dropper Photogenic
edited November 15 in Ideas and Product Feedback #1

Does anyone else have this problem?

I'm using the "value" field as mandatory and important for advanced stages in the Pipeline. The problem is that so far that field is automatically filled when I create a deal and add the products (which generates the value, ARR, etc.)... that is, I don't enter the deal value manually

But when the deal goes from one stage to another (with that value as mandatory) and the deal has that empty field, it asks me to fill it in, which is correct, but the only option it offers me is to enter a number manually and not through entering the product...

For me it is illogical and inconsistent that to give value to a deal in one section there are 2 ways to choose: A) manually and B) by creating products... and that in another section they only make one available (A)

Of course, because if I decided to use option B (automatic) I must be consistent and in any other place where it is required to add the value to the deal, if I only have option A (manual) I am left in a blind spot

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  • Irina Iglesias
    Irina Iglesias Pipedrive Team Posts: 52 PIPEDRIVE TEAM
    Fourth Anniversary 10 Comments Name Dropper Photogenic
    #2

    Hello @Hans Nieto

    I completely understand the scenario you’ve described, and we acknowledge that our current limitation doesn’t fully meet your needs. Rest assured, I’ll forward this feedback to our team to ensure it is shared with the dedicated team for further consideration.

    Thank you once again for providing this feedback—it’s an invaluable input that helps us refine how the mandatory fields logic is currently applied.

    Thank you.

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