Filter by deals that contain subscription

Paul Minors
Paul Minors Member Posts: 88
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edited July 2022 in Ideas and Product Feedback #1

Since the launch of the new subscriptions feature, it would be nice if there was an option when creating a filter to show deals with an active subscription e.g. Deal » Subscription » is » active.

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  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,077 PIPEDRIVE TEAM
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    edited February 2022 #2

    Thanks @Paul Minors makes sense! Passing that along 🚀

  • Paul Minors
    Paul Minors Member Posts: 88
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    edited September 2020 #3
    Mike van der Valk said:

    Thanks @Paul Minors makes sense! Passing that along 🚀

    Thanks Mike.

  • Paul Minors
    Paul Minors Member Posts: 88
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    edited February 2022 #4

    @Mike van der Valk just checking in to see if any progress has been made on this?

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,077 PIPEDRIVE TEAM
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    edited April 2021 #5
    Paul Minors said:

    @Mike van der Valk just checking in to see if any progress has been made on this?

    Hi @Paul Minors no progress unfortunately :( going to bug our PM again!

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,077 PIPEDRIVE TEAM
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    edited April 2021 #6
    Paul Minors said:

    @Mike van der Valk just checking in to see if any progress has been made on this?

    Actually the PM was super responsive and good news @Paul Minors he's going to solve your pain. He said it might not be a filter like you're used to in the list but we'll work on a way to make insightful what deals it's part of.

  • Akshay Gupta
    Akshay Gupta Member Posts: 14
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    edited February 2022 #7

    Hi,

    Is there any update on this?
     

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,077 PIPEDRIVE TEAM
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    edited April 2021 #8
    Akshay Gupta said:

    Hi,

    Is there any update on this?
     

    Hi @Akshay Gupta we're just in the process of putting a team together. They will tackle the whole area around subscriptions, not just filtering. No ETA though :( 

  • Erik Christensen
    Erik Christensen Member Posts: 41
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    edited April 2021 #9
    Paul Minors said:

    @Mike van der Valk just checking in to see if any progress has been made on this?

    Please!

  • Erik Christensen
    Erik Christensen Member Posts: 41
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    edited April 2021 #10
    Akshay Gupta said:

    Hi,

    Is there any update on this?
     

    Would be wonderful to provide some feedback directly. Is there a thread for where we can provide discussion around what users would like to see in subscriptions?

  • Oriol Segarra
    Oriol Segarra Member Posts: 7
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    edited December 2021 #11
    Akshay Gupta said:

    Hi,

    Is there any update on this?
     

    Some updates on this?

  • Erik_7656
    Erik_7656 Member Posts: 2
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    #12

    We REALLY need to be able to filter deals based on subscription values (e.g. subscription status = active; subscription next payment date = 1 december; subscription amount = greater than 200, etc.) These deal filters could then be used with Zapier/other automation tools. As it stands, the lack of filtering means few automations are possible.

  • Eros Blanco
    Eros Blanco Member Posts: 5
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    #13

    Hello! May I know if this feature is going to be developed, please?

  • Andreia Costa
    Andreia Costa Pipedrive Team Posts: 133 PIPEDRIVE TEAM
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    #14

    Hi @Eros Blanco and everyone 👋

    I've followed up internally to gather updates on this matter. Our team is currently investigating improvements within the products category. Specifically, they're researching ways to improve the management of subscriptions and recurring services through this feature. The product team is actively researching the necessary requirements, and they'll engage with the community if additional contributions are required.

  • Paul Minors
    Paul Minors Member Posts: 88
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    #15

    Thanks @Andreia Costa.

    I feel Subscriptions should be part of 'Products'. It would be great to have an option when adding a product to a deal to set it up as a recurring subscription.

  • Susanne
    Susanne Member Posts: 3
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    #16

    we have recurring business only and having a good subscription definition on deal level would help alot!

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