Deal products not automatically populated in Invoice tab??

Michael Seistrup
Michael Seistrup Posts: 3
edited July 2022 in Ideas and Product Feedback #1

When you create a deal & enter the products etc, why does these products lines not show once you click on INVOICE. Surely Pipedrive should populated this automatically so you don't have to type it all out again.

Also, we use Xero and need this feature in order to save time.

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  • Inês Batata
    Inês Batata Admin Posts: 2,925
    2500 Comments Third Anniversary 5 Likes First Answer
    COMMUNITY MANAGER
    edited September 2020 #2

    Hi @Michael Seistrup !

    I'm afraid at the moment this is not possible. This is an important improvement that we're aware of and users have been asking for. It's in our backlog of ideas, but no near term plans currently.  With many customers and requests and with limited development resources we need to prioritise and make choices what to deliver first. This one hasn't made the cut yet, unfortunately.

    What you can do, however, is select from that drop-down menu products that you have in your product list in Xero at the moment. A way to make that process easier is to copy your product list from Pipedrive to Xero (could be export/import). Learn more about it from this tutorial in our Knowledge Base and the video in our Academy.

    That being said, we appreciate your input and I've made sure to forward it to give our teams thinking points to be considered in the future.

    Speaking of which, here are some pro tips to stay on top of what’s coming down the line:

  • Paul Fernley
    Paul Fernley Posts: 6
    edited February 2022 #3

    Hey @Inês Batata - is there an update on this? It seems like a pretty basic but essential functionality that's missing. 

  • Inês Batata
    Inês Batata Admin Posts: 2,925
    2500 Comments Third Anniversary 5 Likes First Answer
    COMMUNITY MANAGER
    edited February 2021 #4
    Paul Fernley said:

    Hey @Inês Batata - is there an update on this? It seems like a pretty basic but essential functionality that's missing. 

    Hi @Paul Fernley , we're actually working on it as we speak. Expect more details about this next week in the "What's Planned?" topic ;)

    This is where we make all product update announcements, make sure to follow them:

    • Follow What's Planned to know what we're currently working on and what’s to come.
    • Follow What’s New and don’t miss any new release announcements.
    • Join our Research and Beta Testing channel for the chance to try out early versions and give us your opinion about new and improved features before they go live.
       

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