Programmatic calculations to custom fields

Arvida Admin
Arvida Admin Member Posts: 4
edited July 2022 in Sales CRM #1

Looking for a developer to programmatically apply percentage calculations based on 1 of 3 different deal options,  ie Product 1, Product 2, Product 3 with 'monetary type custom fields' in the deals table to calculate diminishing returns over 3 fixed terms and automatically populate the custom fields so that we can copy and paste the inputs into a sales document. We have a few other similar related customisations also.  

I can provide more details, PDF and sheet of what need to do along with access to our account. 

Leanne

Comments

  • Steven_3816
    Steven_3816 Member Posts: 27
    First Comment
    edited September 2020 #2

    Hi @Arvida Admin (Leanne)  

    We can help with this, https://www.crm-guru.net , please feel free to check out our site and fill out a form or you can contact me directly at steven.perrotto@gmail.com 

    Hope to hear from you soon! 

  • John Williams_9615
    John Williams_9615 Member Posts: 12
    First Comment
    edited August 2020 #3

    Hi there

    Either you can use Zapier (CodebyZapier), which will be super easy because it offers custom coding logics or handle it via Integromat.

    Here what we can provide 🚀
    👉 Detailed analysis of your integrations
    👉 Remove unnecessary apps from existing workflows
    👉 Improvise your BPA logic

    Visit: saaszone.co
    ✉️ support@saaszone.co

  • Michael Karas
    Michael Karas Member Posts: 24
    First Comment Photogenic First Anniversary Solution Provider
    edited October 2020 #4

    @Arvida Admin hello and nice to e-meet you. Arvida can you please email details at mike@picksaas.com? 

  • Inês Batata
    Inês Batata Posts: 2,077 PIPEDRIVE TEAM
    5 Likes First Anniversary First Answer Name Dropper
    edited September 2020 #5

    @Arvida Admin  Good news, this is now partially possible as we are rolling out the Sales Documents feature to users in the Advanced and Professional plan. Learn all about it here. 🚀