Customize 'add product' view in a deal

Franki_SaaShop
Franki_SaaShop Member Posts: 11 VERIFIED MEMBER
Second Anniversary First Comment Photogenic

Many companies have no need for the default fields in the 'add product' view of a deal.

Removing irrelevant default product fields from add view within deal (and even adding fields that are important) - commonly 'billing frequency,' 'discount' & 'billing start date'

These fields are industry specific to a few industries and makes Pipedrive seem like its not inclusive to all industries.

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Comments

  • Ilja S
    Ilja S Pipedrive Team Posts: 8 PIPEDRIVE TEAM
    Name Dropper First Comment

    Hello @Franki_SaaShop!
    Thank you very much for your feedback!
    Could you clarify which fields are most important to you? Are they custom fields or something else?
    Thank you in advance!

  • Franki_SaaShop
    Franki_SaaShop Member Posts: 11 VERIFIED MEMBER
    Second Anniversary First Comment Photogenic

    As a partner we work with many different industries: event management, financial, real estate, law firms, etc. Most of these industries don't have a typical sales structure/pricing.'

    It is a mix of removing irrelevant fields and adding the custom fields that are crucial to their business. I see a lot of users skip using the products all together because it doesn't fit their needs, or hard for their staff to adopt when they have think of products in abstract ways to relate it to their business.

    Another great feature addition would be the ability to merge products since it is so easy to create duplicates while entering them in a deal and if 2 are getting used for a time then you lose the data (deals attached ) to the one that gets deleted.

  • Ilja S
    Ilja S Pipedrive Team Posts: 8 PIPEDRIVE TEAM
    Name Dropper First Comment

    Thank you very much! Noted. Will discuss with the team!