Custom fields when adding products to a deal

Pablo Amilibia
Pablo Amilibia Posts: 5
edited July 28 in Sales CRM #1

I would love to see custom fields for products displayed when adding products to a deal. As far as I know I can only modify price, quantity, taxes and discounts when adding products to a deal... But I am missing a lot of important product information in my deals (for instance, color finishes).

Comments

  • Mike van der Valk
    Mike van der Valk Posts: 4,381 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited April 17 #2

    Hi @Pablo Amilibia thanks 🙏 

    Could you clarify for a moment please here with some screenshots what you mean by color finishes. So I understand that inside the deal when you add the product, you'd like to be able to fill in custom fields data similar to what you do when creating a deal or contact record?

  • Pablo Amilibia
    Pablo Amilibia Posts: 5
    edited April 2020 #3

    Hi @Pablo Amilibia thanks 🙏 

    Could you clarify for a moment please here with some screenshots what you mean by color finishes. So I understand that inside the deal when you add the product, you'd like to be able to fill in custom fields data similar to what you do when creating a deal or contact record?

    Hi Mike,

    Thanks for your response. 

    Please find some screenshots below and let me know if this helps. 

    Thank you!

    Screenshot 1 

    You can see my product (Anglet Chair) with several custom fields (dimensions, weight, material...). I also added a custom field with multiple color finishes. In the case below, I chose Beige Cream RAL 1013 as an example.

    image

    Screenshot 2

    When I add the Anglet chair to a deal, apart from Price, Quantity and Tax, I would also like to define the color finish in order to generate a quote with more information later on.

    image
  • Mike van der Valk
    Mike van der Valk Posts: 4,381 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited April 17 #4

    Hi @Pablo Amilibia thanks 🙏 

    Could you clarify for a moment please here with some screenshots what you mean by color finishes. So I understand that inside the deal when you add the product, you'd like to be able to fill in custom fields data similar to what you do when creating a deal or contact record?

    Gotcha thanks for clarifying, so ability to edit custom fields on a product when adding them to the deal. Will pass that suggestion along :) 

  • Pablo Amilibia
    Pablo Amilibia Posts: 5
    edited April 2020 #5

    Hi @Pablo Amilibia thanks 🙏 

    Could you clarify for a moment please here with some screenshots what you mean by color finishes. So I understand that inside the deal when you add the product, you'd like to be able to fill in custom fields data similar to what you do when creating a deal or contact record?

    Great, thank you!

  • Gustavo Lima dos Santos
    edited August 2020 #6

    Hi @Pablo Amilibia thanks 🙏 

    Could you clarify for a moment please here with some screenshots what you mean by color finishes. So I understand that inside the deal when you add the product, you'd like to be able to fill in custom fields data similar to what you do when creating a deal or contact record?

    Hi Mike,

     

    I'm interested in this solution too. Did you have any feedback about it?

  • Mike van der Valk
    Mike van der Valk Posts: 4,381 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited August 2020 #7

    Hi @Pablo Amilibia thanks 🙏 

    Could you clarify for a moment please here with some screenshots what you mean by color finishes. So I understand that inside the deal when you add the product, you'd like to be able to fill in custom fields data similar to what you do when creating a deal or contact record?

    @Gustavo Lima dos Santos currently there's unfortunately no plans for it. The team is working on other priorities right now. I'll however nudge them again but as of now it's not in the near term plans.

  • Manuel Melic
    Manuel Melic Posts: 1
    edited November 2021 #8

    Hi Mike,

    This is a really helpful and nice feature to have. Is there any progress on this topic?

    Thanks,
    Manuel

  • Rafa Casado
    Rafa Casado Posts: 1
    edited April 17 #9

    Hi @Pablo Amilibia thanks 🙏 

    Could you clarify for a moment please here with some screenshots what you mean by color finishes. So I understand that inside the deal when you add the product, you'd like to be able to fill in custom fields data similar to what you do when creating a deal or contact record?

    Yes, this would be a very useful feature....

    When we close a deal, there is usually information that is related to the product, that need to be entered in a structured way.

    For example:

    • a deal has three products: apples, oranges and bananas
    • aI can specify the price for the apples, the quantity, and the discount.  But I can not specify the color.

    For this example I could create variations... but in a more realistic scenary, I would like to capture info like delivery date, amount partially delivered, or things like this.

     

    Thanks for listening

     

    r