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Rip-off on Price increase for advance plan (50% in 2 years)
So, today I received an email about increasing our price 10€ per user on our advanced plan due to including new features and AI. I'm really pissed off at this, every year you are increasing prices on the advance plan: July 2022 = 29€ July 2023 = 37,90€ August 2024 = 44€ Inflation and interest rates do not justify this…
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Invoicing during Projects
Hi, My business has payment terms. what happens after the deal becomes a project, how do you send invoicing for the rest of the payments and for the final payments, how do you keep track. I just noticed there is no invoicing option on Projects. Which will make this for my business completely ineffective CRM.
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Be Careful When Trying a Higher Plan with a Trial !!!
Never use the upgrade option for a trial of a higher plan. The Pipedrive support and sales teams deceive customers. I could not downgrade from the higher trial back to my previously paid yearly plan. I had to pay extra costs when the higher plan trial did not solve my issue, despite sending multiple feedbacks about why it…
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Xero sunsetting
Why is Pipedrive ending it's Xero integration? Why is it giving such short notice? They are offering an alternative to link to Xero called "Make", another third party risk for your data. It has been an integral part of Pipedrive for me, and I am really quite annoyed at the way it can just be withdrawn without an apology.
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Download invoice copy
This discussion was created from comments split from: Pipedrive live chat support "Chat with us" .
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Pipedrive subscription for a Company
Good afternoon, everyone We are a company team and we plan to buy a Pipedrive subscription. We need to get an offer somehow
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Accès visualisation seulement - pourquoi le même prix qu'une licence complète ?
Bonjour, J’aimerais savoir si je peux ajouter 2 accès pour 2 employés qui auraient seulement à visualiser la portion ''Affaire'' ou simplement un accès de visualisation du Pipedrive sans aucun droit de modifier, ajouter quoique ce soit. Il est certain que je ne peux pas payer 2 licences supplémentaires pour avoir ce type…
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Am i being charged again for this service?
We recently moved over to Pipedrive and originally went for the 'Essentials' package, we have decided to upgrade due to the email sync however when I click through it says it's going to charge us the full amount again. Surely this isn't correct and it should be just charging us the difference? Can't speak to any real…
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Faktury - czy da się?
Dzień dobry Szanowni Państwo. Czy ktoś z Państwa ma doświadczenie z integracją z jakimś rozwiązaniem do faktur. Wiele rzeczy ogarnąłem albo przynajmniej wiem, że „da się”. Ale faktury nie wiem. Jeśli ktoś chciałby pomóc oczywiście odpłatnie, albo dać wskazówkę, to byłbym wdzięczny. ps zitegrowałem z xero, co trudne nie…
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Multiple variables pricing formula
Hi guys, I'm trying to get products to work for us so our sales team doesn't need to change software and can move to xero as a quote. We need to have x3 multiple variables for the pricing formula in products and the "variations" doesn't work for us. Eg.) we sell a building product There are 20 different products with…
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Pennylane to Pipedrive
Bonjour, Je cherche à relier Pipedrive à mon logiciel de facturation Pennylane pour créer automatiquement devis/factures à chaque fois qu'un prospect change d'étape dans le pipe commercial. Je vois qu'il y a 2 possibilités l'API (j'ai un développeur en interne) ou directement via Zapier. L'un de vous a t'il déjà testé…
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Automation with the Invoice program Tiime following Quickbooks closure in France
Hi, As a french tech company we love automation and it is a large part of the reason why we love Pipedrive. However, since Quickbooks stopped its services in France, we are looking for alternatives and have been working with the invoicing service Tiime. Do you have any plans to offer a integration of the Tiime app within…
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[CLOSED] Looking for Testers: We're building an Invoicing & Payments solution!
Hi all! 👋🏻 I’m Natasha, a product manager working on an invoicing and payments solution in Pipedrive. If you’ve given feedback or shown interest in this area, we may have already spoken at some point this year - so hello again 🙂 If you’re hearing about it for the first time - here’s a brief overview: We’re exploring how to…
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Square Integration
A Integration with Square POS/Invoicing would be the best thing in the world. We use square as our POS so its natural to use it as our invoicing app as well. I would love to be able to invoice customers within Pipedrive and share customer data between the two databases easily.
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Vraagje: Heeft er iemand suggesties voor het integreren van facturatie met Pipedrive? Ik wil graag d
Vraagje: Heeft er iemand suggesties voor het integreren van facturatie met Pipedrive? Ik wil graag deals die zijn gescoord factureren. Vooralsnog klop ik de gegevens over in Snelstart en stuur vanuit daar de factuur. De 'standaard oplossingen vanuit Pipedrive' Xero en Quickbooks kennen geen functie om automatisch…
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Product subtotals by line item - Deals module
Fields need to be added and available for incorporation into templates in SmartDocs. This should work for deals where more than 1 product line has been added to the deal. 1) Product line sub-total (inclusive and exclusive of tax) - not just invoice grand totals 2) Tax charged per product line item - not just total tax 3)…
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Invoice Integration - Creating Recurring Invoices (Quickbooks PipeDrive Integration)
Hey there, I want to emphasize a critical feature request that needs implementing. We need recurring invoicing integration ASAP with the Quickbooks PipDrive integration! Here's why it's absolutely necessary: Current invoice integration is useless for larger businesses: Currently, we can't set up recurring invoices through…
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ADD Taxes into the total amount of the deal
If I select a product with tax included in my products, the tax appears to be included, but the partial and total amount always remains the same! In this way, every single value of the deal will be wrong because the taxes are not correctly marked in the total. In this case the amounts of the products must necessarily be…
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Billing responsibilities without consuming a license
Is there a way to allow someone in our accounting group to take care of the billing activities without consuming a license? They do no take part in the other CRM activities - they only set up payment and make sure everything is okay on the billing front.
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Any chance we get a Tax exclusive option for deals anytime soon?
I'm aware this has been asked before. There even seems to have been a "coming soon" marker in the UI at some point two years ago, but the option isn't available to me. So I'm bringing this up again. Any chance we get this soon? Otherwise the whole Deal pricing thing doesn't really work for us in a B2B context... Past…
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Facturation / Product use for SaaS Startups
Hi! How do you manage billing within Pipedrive for SaaS companies? And how do you set up the "product" tab? Thank you very much
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Feature Request: Standardised product notes
Hello, I have a request and would be very happy if this could be implemented in the future. We would like to send offers and invoices via Pipedrive. To do this, we need to add the respective products to our deal. As we are a service provider, our item contents are mostly different, as we delete or add services depending on…
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No Reference field when creating invoice into Xero
I am connecting to Xero successfully and I have noticed there is no field for reference when I go and create an invoice within Pipedrive. Am I missing something? Ideally I want the Deal ID to populate the reference field in the Xero invoice. Zapier seems unable to do this (edit a draft/submitted for approval invoice) post…
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Revenue Subscriptions connected to selected Products with Invoiced: Recurring.
It's great to have the new Subscription option for Recurring revenue in a Deal. However, this is not linked to any Products. Products also have an option to set for 'Recurring' or 'One-off' - It would be awesome if you set these and add them to your Deal, it will accumulate the in the Subscription, where it would count the…
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Delete account
I will like to delete my account. Cannot find a link or any info about it.
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QuickBooks Custom Fields?
Does anyone know of a way to map the Custom Fields in a QuickBook invoice to PipeDrive fields with the PipeDrive invoicing feature? Currently use SyncQ but would like to use PipeDrive for a few reasons.
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Quickbooks Integration-Would love to learn from others
I am trying to "sell" to our finance office why there's value in integrating our Quickbooks with PIpedrive but would love to talk to some people who have this integration setup. One of our biggest pain points is Sales Reps and Account Managers not knowing if invoices have been sent/paid so there's a lot of back and forth…
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Frequency by Product - One time, Monthly Quarterly etc.
Need to be able to forecast revenues by product. Add a field for frequency on each product line. Allow user to choose each product as: one time, weekly, bi-weekly, semi-monthly, monthly, quarterly, annually, and ideally custom frequency like every X weeks, every X months. While you're at it allowing each product to have a…
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Planned: Invoicing to gain new abilities 🧾 🚀
Create invoices using Pipedrive Products directly See all invoices from Xero/QuickBooks in Pipedrive Check consolidated financial information on customer level Why? To give you access to insights about an organisation's purchase history and payment status, and to make it easier to track and chase outstanding invoices. For…
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How to Rebuild and Verify Data Files in QuickBooks Desktop
Verifying and rebuilding data utility in QuickBooks desktop can help in fixing various errors that might be experienced in QuickBooks often. One can experience data issues within the company file, which can be easily rectified using verifying and rebuilding data utility. The verify data tool self identifies and consider…