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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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Add products to deal
As you are already aware this are needs a lot of work. You will notice this section is impossible to run reports of year end orders that might be placed, for example. You can see its impossible to run reports for yearly Urban Accessories,Urban Accessories-Frames,Urban Accessories-Tree Guards, Tree Grates, Madrax-Bike…
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Workflow Automation --> Remove Product from Deal
In case for return customers, I'm trying to have them thrown into a new sales funnel pipeline after their purchase. In this case, the deal would need to have the product removed so that they can start fresh, and a new product can be added when the time comes.
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How do I discount to a fixed price?
Hey, I get that percentage-based discounts are standard. But today I just told a client that I'd do a specific package for a round number, to fit their budget. I still want to add the individual products... but I had to spend ages playing with numbers and adding an arbitrary 16.66666% discount to one product to hit the…
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Search product by addTime
It's not possible to search products on addTime criterion. It could be interesting to identify products.
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Multiple quotes same deal/prospect.
I've been playing with products and sales docs for few days and I think I can make use of it and keep everything in pipedrive which will greatly increase my productivity. I'm trying to figure out how to best handle quoting multiple options though to the same prospect. Let's say a customer requests a quote on replacing the…
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(CLOSED) Automation - We're looking to improve our workflow list view and your feedback is essential
Hi everyone! 👋 My name is Rui Gonçalves and I'm a product manager for the Workflow Automation feature. Currently we are working towards improving our list view solution and would like to interview a verified partner/reseller. Do your clients have a lot of workflows and have trouble keeping track of them all? We'd love to…
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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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Performance period in the deal at product level
We often sell large packages with many different products at our company, which sometimes have different performance periods. Unfortunately, we can only specify performance periods at the deal level, but not at the product level. Therefore, we would like to be able to add product level fields to deals as well and change…
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Product - Insights and Import
I know this has been mentioned dozens of times but we desperately need insights for products. Same with import functionality. We are very excited about all of the new projects in beta, but one completed feature is far better than four "work in progress" features.
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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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Workflow Automation | Create Activities when Product is added to a Deal
When a product is added to a deal currently there is no way to create an activity or do any automation. When products are added this can be a critical step and needs to allow automation of the workflow to happen. For example Product XX is added we need to create an activity for an employee. Product YY is added then an…
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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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DEFAULT Image for Products - Custom Field "Product Image"that drive sales!
Upvote this one if'n it makes sense to you. Need a Product custom field option for "Image" - quick code sprint :) Ex: I add the "Product Table" to a Template document (Google Doc), and when an item "product" is added to the deal, on the template it will add the image for the Product on the table. This can be used for…
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Feature request: view product (or product category) in Kanban view deal cards
Hi guys It would be really helpful to be able to choose which info you see in deal cards within kanban view. For instance, we have to include products within deal titles to be able to easily see what the deal is for - in the same way the org appear on the card, it would be great to show the associated product and/or…
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Feature Request: Sorting on the Web Forms home page
Hey Pipedrive product team :D Big fan of what y'all are doing! Can we add column sorting on the Web Forms home page please? MVP: As a marketing user, I want to sort the Web Forms list by: 1. conversion rate, so that I can track which forms are performing better than others 2. alphabetically Roadmap: Full tabular view for…
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Feature Request Workflow Condition
currently you can't create a workflow condition like deal "contains product" or "product is". We would like to initialize some custom fields when a product is added to a deal. This would really be next level for us. Looking forward to hear from you. Cheers Holger
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How one sentence can make or break your USP
Once you’ve pinpointed your most impressive USP, work on how you convey the message. Practice saying it aloud and consider questions like: * Does it roll off the tongue, or does it sound forced? * Is it easily understood, or is it vague and confusing? While it may never be explicitly stated in the copywriting on your…
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Pipedrive overwriting decimal prices containing '.0' when typing.
Hi there. Rather than me try and explain in a wall of text, please see the attached video of me trying to type 1.08 and 0.08, into the Price field of the 'Add Products to Deal' modal. Essentially, this occurs any time I, or one of my employees, try and type any decimal figure into this price field, that contains '.0' 1.1…
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Is there a connection between customer experience and revenue?
There are over 8,000 tools in the martech space alone. Even if you create a unique product, it won’t be long before competitors offer a similar solution. One solution is customer experience. Look at all of the interactions a customer has with your company and ensure that they have a flawless experience. This often involves…
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Add the ability to add Product Variations using Workflow Automation
Pipedrive recently added the ability to add products using workflow automations. That said, it doesn't allow you to add a product variation using this automation, which doesn't make sense as it allows you to add everything else. Are there others who also think that you should be able to add product variations using the…
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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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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…
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Two different products at the smartdocs, how can I separate?
I'm working with smartdocs. If I have more than one product at my deal, how can I separate this differents products datas at the smartdocs? When I copy the placeholders at the document, the products aren't separating. There is just one option. Smartdocs + Products + Deals
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Expand insights reporting to include cost metrics
Would it not be possible - and make sense - to expand on the capabilities within Insights, so that the cost metrics (cost per unit and direct costs) form part of the reporting? For instance, I would be fantastic to see a gross margin report that clearly shows what is earned on each deal and/or product sold. As we spend…
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Quotations with product feature
Hi, Is there a way to make quotations with the product feature in PD without using an invoicing app or without making an invoice? Thanks, Sam
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Default People/Org/Contacts view to "Activities"
I'm actually looking to set the default View to "Activities" because we don't use Notes and rarely go to Pipedrive to look for emails, but because it seems to dynamically pull in emails each time you open one of these screens, the details take 3-5 seconds to pull up, which is annoying. I'm usually looking for the notes I…
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Making Pipedrive Better (Introduce Products as mandatory)
Why don't the Pipedrive ADD a functionality that we could put as mandatory an action to add products every time we create a new deal. This way we could have better insights and we would never forget to add whata product we are negotiating.
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Not getting "unit_prices" when collecting Products from the API.
Hello Community, We are collecting Product Fields from the /productFields endpoint. In the API response, we can find unit_prices field. But, when we are collecting Products using https://api.pipedrive.com/v1/recents endpoint and params: items=file, since_timestamp=2022-01-31 23:59:59. We are not able to get that field in…