New screen for budgets, great but...

I just entered my Pipedrive and... surprise! The elements in "products" can finally be activated or deactivated, and they have also improved a lot by being able to order them according to the preferences of each moment.

It is an important step. All the work of attracting clients is often at stake in the rigor/flexibility/speed of our budgets. I think that, however, the great challenge has not yet been tackled: the treatment of costs, benefits and taxes. The current model forces us to enter the final prices WITH TAXES, which may be different. We can never get the tax base. And the worst: it is impossible to synchronize our database without fear of errors (we work with Woocommerce, which obviously treats tax base and taxes separately)

I already covered this topic in a previous post. And the Square platform has just entered Europe. Terribly simple and agile in everything related to budgets, invoices and collections. We can learn a lot from them. Because, from my point of view, there are three alternatives:

- Improve once and for all this issue that is chronic in Pipedrive

- Integrate the Square app (free) urgently

- Giving up this aspect, with the consequent loss of competitiveness in our favored CRM

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Looking forward to continue receiving positive news in this field. Thank you very much and let's go!

#taxes #Square #products #budgets #invoice

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Comments

  • Diego Semprún
    Diego Semprún Posts: 5
    edited February 25 #2

    Instead of "Beneficios" use the more apropiate "Margen". The others are ok

  • Víctor Moreno
    Víctor Moreno Posts: 9
    edited February 7 #3

    Instead of "Beneficios" use the more apropiate "Margen". The others are ok

    True, thanks! I hope that #Pipedrive will develop this section with their personal style and according to our real needs.

  • Hugo_5566
    Hugo_5566 Posts: 6
    Second Anniversary
    edited February 7 #4

    Hear hear!

  • Tõnis Laasik
    Tõnis Laasik Posts: 5
    First Comment
    edited February 25 #5

    There is even one more important thing that is missing in products: differentiation of one-time fees products (device, license or project sales) and recurrent fees products (services sales):

    • Deal value shows nonsense if there are added recurring fee product and one-time fee product to deal. In our case typical combo: mobile internet subscription with monthly fee 20eur/month plus mobile phone with one-time fee 500eur. What does number 520eur show?
    • This means that it is almost impossible to have accurate monetary numbers from Insights, especially forecasts.
    • This applies also to SmartDocs and offer generation: you cannot just sum different type of products prices.

    Revenue section is a bad joke as it is not connected to products.

     

  • Víctor Moreno
    Víctor Moreno Posts: 9
    edited February 9 #6

    There is even one more important thing that is missing in products: differentiation of one-time fees products (device, license or project sales) and recurrent fees products (services sales):

    • Deal value shows nonsense if there are added recurring fee product and one-time fee product to deal. In our case typical combo: mobile internet subscription with monthly fee 20eur/month plus mobile phone with one-time fee 500eur. What does number 520eur show?
    • This means that it is almost impossible to have accurate monetary numbers from Insights, especially forecasts.
    • This applies also to SmartDocs and offer generation: you cannot just sum different type of products prices.

    Revenue section is a bad joke as it is not connected to products.

     

    Completely. We initially opted to add the twelve-month service and consider it just another product. Because effectively, #Pipedrive does not contemplate this process.

    But later, with the rest of the problems, the price and the external applications of invoices so expensive and foreign... Too much complication for something not so difficult. I repeat: you only have to look at the #Square application to know what we are talking about.

    Thank you for contributing your opinion