Can you make add products a mandatory field on a deal?

Jodi Gray
Jodi Gray Member Posts: 2 VERIFIED MEMBER
edited June 2022 in Ideas and Product Feedback #1

I would like to know if you can make 'Add products' a mandatory (IMPORTANT) field and also make the Item field mandatory for input?

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  • Fabrizio Nicolosi_33821
    Fabrizio Nicolosi_33821 Member Posts: 121 VERIFIED MEMBER
    100 Comments Second Anniversary Photogenic
    edited May 2021 #2

    Unfortunately not for the moment. But is a good suggest

  • Joonas
    Joonas Member Posts: 1 VERIFIED MEMBER
    Third Anniversary Photogenic
    edited May 2021 #3

    This feature is needed as well! Tried to workaround this with automations (mandatory custom field -> add product to deal), but realized that amount of automations would max out since I would have to do this also for amount of products...

  • Jac Fitzgerald
    Jac Fitzgerald Member Posts: 1 VERIFIED MEMBER
    edited June 2021 #4

    This was the primary reason we signed up for the Pro account, in order to enable compulsory fields, in order to make product selection compulsory for deals.

  • TT
    TT Member Posts: 23 VERIFIED MEMBER
    10 Comments First Anniversary Photogenic Name Dropper
    #5

    I managed to get required deal value(waarde) field, when marked as won, but only the value(waarde).

    image.png

    Is there a way to automatically include a required product when a deal is marked as won?

  • LukasC
    LukasC Member Posts: 9 VERIFIED MEMBER
    First Anniversary First Comment Photogenic
    #6

    Guys, is there any update on this feature? We would appreciate it a lot! :)

    Thanks

  • Matthew Baran
    Matthew Baran Member Posts: 28 VERIFIED MEMBER
    Third Anniversary 10 Comments 5 Up Votes 5 Likes
    #7

    This is a great option, Sales people typically take the path of least resistance, making this required would solve a lot of issues. Mostly in the insights section because its reliability is only as good as the data. If they are only adding a value then it skews the data.

  • Stanislav
    Stanislav Member Posts: 2 VERIFIED MEMBER
    First Comment
    #8

    It’s surprising, that since this thread started back in 2021, there’s still no way to make the "Product" field mandatory in Pipedrive. We've implemented automations to remind salespeople to add products, but as Matthew mentioned, they tend to take the path of least resistance—so they just go around it.

    This continues to compromise the quality of our reporting and insights. To be honest, it's becoming frustrating that such a basic feature request has remained unresolved for so long. We're seriously starting to consider alternative CRM systems because of it.

  • Matthew Baran
    Matthew Baran Member Posts: 28 VERIFIED MEMBER
    Third Anniversary 10 Comments 5 Up Votes 5 Likes
    #9

    I feel like the background code has to be there for this as there are other mandatory fields that you can toggle on and off, if you need them or not. I know it is not as simple as porting the code to the other field, but it kinda is… on you may break a few things you were not expecting. It has to be easier than starting from scratch with a feature like this. I would that this feature get some serious contention for the next round of RFEs.

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