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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
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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…
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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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Basic feature request >> Showing attached products in deal filters (list view)
Hi, We are fanatic about attaching products to deals and working with the products module. We also teach our clients to always attach products to their deals and build all our automation around products. However, the deal filters do not display the products attached to the deals. So if a client wants to sort all open deals…
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Technical question: "Product pricing to be fixed even when adding to a deal"
One of my clients wants "Regular user" NOT to change the Product pricing in any condition. Meaning: When they add the Product to a deal, they shouldn't be able to CHANGE the pricing info there. Only quantity. I think it's NOT possible. But wanted to check-in. Any feedback please? Emre
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How to do meaningful reports on Products
I'm finding it very difficult to get any meaningful information out on products out of PipeDrive. I've created about 30 products, add them to several deals. I want to create a report that shows the amount sold (or projected) by product. I can't seem to do this via Insights and when I export deals all I see is Deal -…
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Add margin when adding product to a deal
Hi all, I'm looking for a way to add a margin when adding products to a deal. We work with different margins each deal. I would like to see not only our revenue but also our profit in report. Any thoughts on this? Thanks!
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Find 3 closest products (homes) for new lead automatic follw up email
Hello Pipedrive Experts. We are selling real estate. For every new lead which we typically get as a question for some of our existing property, we would like to generate an email showing three or more similar properties nearby. We do have the list of all our properties in the Product tab. I.e. can I build an automation…
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Please restore the Product participants view to full-functionality!! Thanks!
A long time ago when you clicked on participants in products, you got a pop-up window with a list view of participants contact information, just like in deal participants. A few years back, this functionality changed and you now just see a list of names with no company or contact information. The add person from search in…
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Discount when create a Deal // Descuento cuando creas un Deal
When you create an email you can add taxes but you cannot add discounts. Discounts can only be added when the Deal is already created. Wouldn't it be nice to be able to add a discount in the deal creation menu? // Cuando creas un email puedes añadir impuestos per no puedes añadir descuentos. Sólo se pueden añadir…
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How to view current customers products details in Organization view
My business specialize in selling office equipments such as MFP & printer devices + IT services. We currently have over 1500 customers (organizations) with over 3500 devices (products) that are either sold or on lease agreement and with an active service agreement. I was able to import under the « product » list in…
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Product prices within deals
Hi all, Just wondering if there are any ways to get the prices of each product associated with delas. I am using API (Deals and Products tables). But if there are multiple products in each deal, the "value" is only the total value of the deal not the price of each individual product in that deal.
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business value
as of today the value of a deal is the sum of all products within a card. For some of us, the client should choose between each product and not take them all. therefore we should be able to choose if the value a our deals is the value of the list of products (sum) OR the average value of all products within a deal
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Ability to be able to sort products alphabetically/numerically
Surprised to find out it's not possible to sort products alphabetically or numerically, rather listed according to when they were added.
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MRR/ Subscription plan needs to be revisited please
The current plan for Monthly recurring revenue (MRR) / Subscriptions seems flawed. I have spoken to your support team, and they have enabled the MRR/Subscription beta for each deal. I am not sure what the thought process is here as it does not solve the lack adaptability in the software. In the current design of…
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Workflow automation: Put products in an email template
Dear entrepreneurs, Within my organization, we use the "products" within the deal, where we can add deal value. We would like to automate this process by means of workflow automation. We would like to automatically send an email to the financial administration whereby the different products and the deal + value are…
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Revamp people overview in deals
Team and I had noticed over the last few weeks that it is not very handy how the person associated with a deal is displayed, and that there is only one person displayed there. Not only in ongoing deals is there a need to see who is involved when a deal moves up the chain or along the pipeline to someone else but we already…
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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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Add Products at Add Deal view
It would be great to be able to add products to a deal as you are adding the deal, in the Add Deal view.
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VAT in product price visible also in Smart Docs
Hi, our customer is creating offers via SmartDocs. They need VAT calculation also to the products. Now there is only VAT% asked, but not calculated the amount of VAT. It could similar than the discount calclutalion in Deals product table. Only calculating different VAT% VATs to different rows. VAT information must be…
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Products net Price
Hi, i wondering that it's only possible to at price only included sales tax. Is there a possibility to ad products net price?
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export Deals with all attached Products
Is there any current or planned way to export all products associated with deals? My company has a work around that barely works using JavaScript, API, and Google Sheets. We are utilizing Coupler.io for most of our automated exports, but by what I have seen, the "Deals with Products" situation is unresolved and growing.…
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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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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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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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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…