Adding Products to a DEAL

Hello Community,

Everything NEW needs a bit of work. Hence I have a few suggestions which will likely improve users experience with Products adding to a deal process.

  • products do not appear in alphabetical order (I guess only in order they had been created) which is inconvenient when am prepping my budget because line items are allover the place at the moment besides that we have huge service offerings and all of them have variations too (am also not able to add everything right now because a lot of basic proposal features for example Date/Time/Duration/Note Field are missing which are product specific & I posted already about, and Yes I keep adding regularly new products
  • => it would be super handy to either customize the order of appearance or simply choose alphabetical order
  • often we need to provide multiple quotations for different scenarios and then client will choose their preferred direction for further customization; at this moment of time I need to make changes on all my products and need to do it allover again if client chooses other version = what could help here is having the option to add secondary stream of "add products to deal" and once client comes back to move forward with one option to simply delete or reject the other product line up and continue customization of the chosen proposal => pls consider multiple proposals streams

Maybe it would be a fantastic idea to ask the community in depth (I can share another dozen examples like above) on what they really need inside the Product Section / Adding products to Deal & Documents = we all have different needs of course but certain things need improvement to make sense for people to jump 100% onto pipedrive to replace old school software however as for example our existing proposal software cannot be replaced by what is on offer right now.

Many Thanks and Greetings

0
0 votes

· Last Updated -

Comments

  • Guilherme Moura_21
    Guilherme Moura_21 Posts: 14
    Second Anniversary Photogenic Pipedrive Employee
    edited February 24 #2

    Hi @Martin Pfeiffer , thanks for your input :) If you have any other feedback we would be happy to listen. If you prefer to share in a quick call let me know!

    Cc @Sofia Carmo 

  • Andy Newbom
    Andy Newbom Posts: 23
    edited October 2020 #3

    how we solve this is just start typing the name, it auto looks up matching products. helps.

    two issues that should be easy fixes:

    1. add a PRODUCT search field to the product list view. I dont always want to use the generic search and then go to detail view let me ISOLATE the products FIRST
    2. MAKE IT SO WE CAN add a discount percent when adding products to deal. 
    3. We want discount to ALWAYS be visible because we use MSRP and discount off that.
  • Martin Pfeiffer
    Martin Pfeiffer Posts: 86
    5 Up Votes
    edited October 2020 #4

    Hi @Martin Pfeiffer , thanks for your input :) If you have any other feedback we would be happy to listen. If you prefer to share in a quick call let me know!

    Cc @Sofia Carmo 

    Hey Guilherme,

    thanks for your reply. 

    My feedback and comments triggered multiple PD employees wanting to arrange a zoom call with me however that won't be possible due to my schedules. What I recommend lets be in touch via email so I can pick things up whenever I got the time for it. I consider myself maybe not the typical target audience of Pipedrive because we are a service provider with a really complex nature of offerings and dynamics to it. But I believe Pipedrive at its core is an amazing platform and after using it for 2x month or so I can see huge benefits in my companies habits/processes working on deals that am happily willing to share our industries needs. And if by time some of the main issues are sorted out so that we can replace our 3rd party apps with PD native tools, automation, integrations, well developed documents platform as well products catalog with dynamic fields then PD will also reach many more complex industry professionals.

    Cheers

  • Rob Dash_6161
    Rob Dash_6161 Posts: 14
    edited October 2020 #5

    I am loving the products in PD. As per the others i would love to see

    1. The option to change the order of products by dragging them up or down
    2. When A customer wants different options, to be able to provide an additional products table, with its own total. For example The first table shows 2 products ; Air freight, and Customs clearance, then the total. The next table shows Sea freight, and customs clearance. Cureently if I put air freight and sea freight in the one table, half my prospects look at the bottom line (which is the total of both services) and they delete my proposal!