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Products filters
Hi, On a regular basis I would like to filter specific products in a deal. When you have say five products A,B,C and D. If I have two deals one with product D only, and one deal with product D&B. If I create a filter like" Product code is "D" it will filter out both deals also the one with product D&B. According the help…
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Merging Products
Hi there. I think it would be great if it were possible to merge products. It is possible to merge deals, contacts, organizations etc. but not products. Please let me know if this can be made possible. Thanks
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Insights refresh rate
Hi Pipedrive Product anagement, Just elike many pipedrivers, the launch of Insights is a great move forward in terms of KPI management for sales. Howavere, as the devil is in the details, I realize that the date in the Insights / Dashboard are actually off and refreshed on a randon frequency compare to the actual CRM data.…
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(CLOSED) Looking for people to interview about Products in Pipedrive
Have you ever been frustrated with the Products feature in Pipedrive? We’re currently researching the top problems and opportunities with the Products feature, so we can prioritise improvements this year. I am looking for customers to interview, to learn about their sales process and their needs for tracking products and…
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Early release 🚀 Deals + Products data available for Export 📦
Hi, I’m a PM at Pipedrive working on the Products feature, On Wednesday 2 Aug we will start releasing new functionality to export data on the products added to deals, so you can pass this information on for more detailed reporting, delivery or fulfilment. What will you get with this release? From the Export Data feature,…
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Recurring revenue on products!
If you are running a business with a recurring revenue model, such as SaaS, it would be good if you could add recurring revenue to products. As you create your new deal and select the appropriate product/s, that would then dictate the recurring revenue as well. It should be possible to then make changes on the deal if a…
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Formula fields for Products
Formula fields are necessary for products for calculating Margin for example
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Dependencies in custom fields
Different information is needed in different phases or different pipelines. If I have multiple business units or products, perhaps entirely different fields are of interest. However, the number of fields can become quite high. And therefore confusing. How practical would it be to display different fields depending on the…
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Monthly goals per product
Hello, Is there a way to create a sales goal per product vs what has been sold? Thank you!
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Subscription Pricing for Products
I believe that having the option to setup your products with a subscription pricing method as an option instead of just total cost of a deal, this would be helpful when using the forcasting tool. As the Insights will be skewed with revenue if it is forecast all in one month when actually it is spread out monthly or…
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New: Products + images is here! 📷️
Hi 👋 I’m a PM at Pipedrive working on the Products feature, and we’ve just started to roll out the new Product Images feature. What will you get with this release? You can now add images to products in your catalogue, so you can: see the image when searching for a product to add to a deal see the image in the list of…
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Are fixed-value discounts ACTUALLY this difficult?
Here's me trying to apply a simple $300 discount to one of my products. Please tell me there's a proper way to do this? I can't believe this level of pain is the only way.
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Custom fields when adding products to a deal
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).
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📺 Webinar Replay! - Pipedrive Product Talk vol. 2: Latest innovations at Pipedrive
Hey, everyone! It was great to see so many of you join our Product Talk vol. 2 yesterday, in which Shaun presented Pipedrive’s latest innovations and our H2 roadmap! If you haven’t yet registered your interest in getting early access to our upcoming AI-powered features, you can do so via this form. Missed the webinar? No…
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Tracking consultant placements
Hi, I'm at a design agency that both do bigger projects but also rent out individual consultants. I'd like to track the consultants and know when their placement ends. Ideally when we receive a request for a consultant we'd have them all in pipedrive (sort of like products) and then you can add a consultant to a potential…
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Ability to report on Participants
Please allow reporting and/ or view for PARTICIPANTS attached to: Deals Products Other This has been requested for several years and yet to see it resolved.
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Product reporting
Hi all, I was wondering if there are any possibilities to have a more detailed product reporting. I have a lot of deals which contains several products / variations and would love to have the opportunity to breakdown the total deal values into orderlines (quantities, value, number of products). If not available in…
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Can I not model product subscription revenue in Pipedrive?
Here is the scenario I am working with: I am using Products to represent software licence seats. These come in different tiers: Gold-tier licence: $1000 / user / year Silver-tier licence: $750 / user / year Bronze-tier licence: $500 / user / year Our customers typically commit to terms of 3-5 years up front, but the…
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Products to deals with Direct cost / gross margin
It seems odd, that there is an option (when adding new products) to set the "Direct cost", but that cost is not shown when adding products to a deal, for calculating the gross margin. That could end up in situations where the sales agent is selling the product with a discount, that is more than the cost of the product.…
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Product fields in email templates
This would save us a lot of time because we have 30+ products we sell where we use a very similar welcome template that would be better if we could customise it with product fields.
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Product Questions - Import and Pricing Variations
Good afternoon, We are attempting to start loading in products to our new pipedrive instance. I have 2 questions about products and how to set them up. Pricing Setup We are in the insurance industry and have products that have multiple "levels" (called benefit levels). When setting up a product, It appears I only have the…
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Product Description visibility in the add product section
[[Product description]] [[Import]] Automatically pull in a product description from products in Pipedrive. or at least have the description available on this screen so we can copy over the base description and edit in the notes box. As a bespoke joinery/manufacturing business we frequently edit the base description of a…
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What is the purpose of Direct Cost on Products? Cost Price versus Direct Cost
I would like to know what's the purpose of Direct cost under the products section. Since there is a cost price already. You define it as "Direct cost – Cost related to the development or production of the product." So why is it that we can't see the direct cost under add products and list view? Additionally, As I'm doing…
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How to Import & continusouly synchronize list of product from website?
Hello Pipedrive Experts, We are a real estate agency and I am looking for process how to regulary updtate/synchronize Pipedrive products from our wordpress website (https://worldluxuryrealty.com) I.e. we are creating new products / i.e. listings / directly on our website and also regulary updating existing one - price…
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Product Catalog best Practices? -- SaaS
We are a SaaS company that offers both annual and monthly subscriptions as well as add-on's to our software. Does anyone have an info on best practices for product catalog in PD? Curious if we should be using variations or have each item be its own SKU etc.
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Automatic Attachment of Products to Deals when Importing from Excel
The ability to automatically attach products to deals when creating them via an Excel import would greatly improve the data import process. This would help users save time, improve data integrity and streamline the process of setting up deals, especially when dealing with a large number of products.
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Customer specific pricing for products
Hi, as a Pipedrive partner for larger product-centric companies often have client-specific pricing for each product or product group. This would be a great addition also in means of account management in Pipedrive. In general, I think the product fuctionality can be a huge benefit for bigger audience if just a few…
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Bulk add products to Deals
Can pipedrive add a feature that allows users to add products to deals in bulk edit mode? Currently, our only option for adding products to a group of deals is to update each individual record. Seems like a fairly easy step to add this ability. User selects deals that they would like to edit (add products to) In the "Bulk…
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New: Flexible tax and discounting for Products 🧮 📦
Hi I’m Jess 👋 a PM at Pipedrive working on the Products feature, and I wanted to let you know that we’ve just released more flexible tax and discounting for products. What will you get with this release? Flexibly configure the price of your deals with the right tax method. You can now add tax exclusive of product amounts,…
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Could WhatsApp be a powerful sales tool for your business?
There are many ways using WhatsApp could benefit your business, from helping you connect with customers and prospects to better targeting your marketing messages. Here are a few WhatsApp-related tools that can augment your sales and marketing strategies: * Catalog: Will let you showcase and share your products and services…