-
Complex Products using other Basic Products
I was wondering if anyone has ever come across the need to create a "kit" in products. Example: I am selling a life-size hologram (the kit) 3 fans in Products are FV-30 and 1 Masterbox called FV-Masterbox Creating a quote I could select qty 3 of FV-30 and qty 1 of FV-Masterbox But what if I had the option to create a…
-
Drop Down Menu Sorting
Hi Team, it would be very helpful to enable a-z sorting for drop down menus. For example I would like my products alphabetically sorted inside a Deal view.The Sale team do not enjoy scrolling through numerous product titles without any logic. Thanks
-
Can you create multiple quotes under one deal?
Hi there We use products and Sales Docs to create our quotes, which works brilliant until we want to create options for a client. For example maybe we are quoting for a 100 chairs in green fabric but 100 chairs in leather is a different price, and we want to easily show the price difference. We can't put the options on one…
-
Docs & Products
Why is it not possible to display net prices or to define them for a product? B2B Sales! Why does Smartdocs not display the decimal places for even numbers? For example 10,00€ instead of 10€? Too smart for smart documents ;)?
-
For a residential real estate brokerage firm, where would you organize properties?
For a residential real estate brokerage firm, where would you organize properties?
-
"Products" Category: Privacy setting for different currency of pricing
I will like to find out if there is a way to set the privacy for a single created product with different price currency. I.e. A product is is viewable by users from 3 different countries: SGP, AUS & USA There are 3 different price of different currencies set up: SGD, AUD & USD How can I set privacy in a way where SGP will…
-
Goal by product
Here at my company, we work with products. It would be great if we could set goals for each product to be monitored by our managers
-
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…
-
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
-
Product - allow for a default duration - example 12 months
When we add products to a deal we have options to change quantity, price and duration. Both quantity and price can be set as default values on the product setup. However I do not think there is a default for product duration. Many of the products that we sell are 12 month subscriptions. It would be great if we could set…
-
Products shall have the option to add a photo
I think adding a picture to each product will be very helpful.
-
Is there finally reporting deals by product categorry solution?
Hello. Lot of people asked in the past and i have to add on. Is there any way how to filter your deals not just by seeing individual product sales but to see deals by product categories? Our company stays infront of a decision to go with Pipedrive CRM and this is really needed. Its a question some people asked 2 years ago…
-
Show products from all deals on customer/organisation
I would love to have a list of all the products that has been sold trough deals to be show on the organisation. Then we could easily see what kind of products the org. has bought and what we need to have support on. Maybe some of the products need to have an SLA or warranty on them. You are working on a support system…
-
Product group / Sub-product group - a new feature for items that include different items.
Our company mainly deals with providing individual solutions that consist of various products, sometimes we have 100 different items in one document. For a customer it is a macabre! Would it be possible to add an option to create product/product subgroups with their components? Below a quick mockup:
-
Tax exclusive button in products
Does anybody know how soon the "Coming soon" will be for the activation of the Tax exclusive- Button? I hope really soon! Because without it the document creation looses it's value. At least on the German speaking market you have to show first the Tax exclusive- price (net), then the tax, and then the tax inclusive price…
-
Can someone give me clarity on Product Prices?
I am trying to understand the difference between Unit Price, Cost Per Unit, and Direct Cost. The support desk provided me with a list of definitions, but I'm looking for more of a layman's explanation so I make sure I understand it.
-
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…
-
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.
-
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…
-
Products image visibility - mobile
Hi, how have you solve to see the products details (costumized fields & images) on mobile using pipedrive? Thanks in advanve for your thoughts
-
Custom report by product category
Hello all, I need to choose a CRM for my company between Pipedrive and Salesforce. Pipedrive seems to be much easier but I cannot find a way to build the custom report I need. We sell food to hotels and restaurants. We have 2000 products, sorted in 20 different categories. I need to track which product categories have been…
-
Reports based on product category
How can I create a sales report/funnel report based on a product category? This seems like a must have. I don't have time to create a report and type each individual product name in a sales/funnel report. Any suggestions??
-
Ability to add discount on products as a fixed amount instead of percentages.
Would be helpful if you could choose to add a discount as either a percentage or a fixed amount.
-
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.…
-
Reporting on Products
Hi there, we are using Products in our offers and we would like to report our revenue "by product" (and ideally also by Product Category). It looks like there is no way today get this information. Any plan release such feature? Thanks !
-
How to track Sales on my CRM ?
Hello, We are a e commerce company who sells differents products, so different category of products. The clients buy their products alone on our website. In order to contact them and reactivate our clients, we would like to know which organization buy x o x category of product with the turnover sales. Do you have any…
-
Can the Bulk Edit Fields for Products be modified?
Hi, I am currently attempting to do a bulk edit of the prices of a number of products. Unfortunately, the Price field is oddly not visible in the list of bulk edit fields for Products! Does anyone know how to change this? Thanks in advance, George
-
Importing Products - Price Variations
I would like to be able to import price variations for products. As far as I know, Pipedrive only allows one price per item when products are imported. I work in multiple countries with different pricing strategies. Adding price variations manually takes a lot of time. Thanks!
-
Create a Purchase Order from a Deal that is closed Won
With the introduction of Projects, Pipedrive is becoming more than just a CRM which is awesome. One feature I would love to see added is the ability to create a Purchase Order once a deal is closed won. Create Deal Create Quote using Smartdocs pulling in the products Closed Won Create Purchase Order to the supplier using…
-
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 :)