-
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…
-
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…
-
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
-
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…
-
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…
-
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…
-
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…
-
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
-
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…
-
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
-
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…
-
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.
-
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…
-
How can you build anticipation coming up to a new product launch?
One of the best ways to build anticipation for a new product is to draw out the suspense. Suspense amplifies anticipation and helps grow a core product following before anyone knows much about it. Apple provides a great example of this. They keep the curtains closed about their newest products and engender mystery. In the…
-
What is brand positioning and why is it important to your marketing strategy?
A brand’s positioning comprises several elements, including (but not limited to) its name, identity and price point. These elements are woven into a narrative, also known as brand messaging, that customer operations, marketing and sales can use. Trusted brands have a competitive advantage. A recent Edelman survey found 81%…
-
Asking advice on insights + reporting + products
I am looking to run a report on sales of products and projections for current month business as well as forecasting for future months. Currently it only comes back with each person who has closed a deal for the product. That is not helpful and frankly not something I want on my dashboard insights page. I want a quick…
-
E-Mail template "Product field" not available
Dear all, I have created an automated workflow triggered by a won deal to inform our after-sales team. To provide the necessary information, different fields are drawn in an E-Mail template. Unfortunately the important field "products" can not be selected to be sent to our after-sales team. Am I the only one with this…
-
Has anyone got any experience creating Purchase Orders from PD into Xero using Zapier? Where are pe
-
Hi, I am wondering if anyone has experience with, or a suggestion for, importing a product catalog t
Hi, I am wondering if anyone has experience with, or a suggestion for, importing a product catalog that consists of hundreds to possibly thousand SKUs? i.e. Product #1- Product #100 and for each product there could be upto 50 variations. i.e. Product #1-Color A(SKU#1) through Product #1-Color Z(SKU#26) and so on. To add to…
-
Product Variants + Volume based discount
Hi, I have multiple variants of a product (with different SKU) and would like to offer a pricing discount based on the amount of volume in the total deal. More volume would evaluate to a greater discount. Is there a way to configure that in the platform? I noticed that I could set up a workflow with product counts and…
-
Wie gebruikt Pipedrive om abonnementen te beheren?
Iemand ervaring met Pipedrive producten en het doorvoeren van een jaarlijkse prijsindexering, die dan in alle openstaande deals waar dat product in staat, moet worden doorgevoerd? Ik heb ook de 'recurring revenue' feature en gebruik die nu ook, maar daar zet je 'hard' een bedrag in, dus dat gaat neem ik aan niet werken bij…
-
Currency converter when product added
Hi Team, for example I have a few products in USD. My default currency is € How to make proces like below when I’m creating deal: * I put Item Item 1 what is in USD. * system is change value in real time from USD to €. * item 1 is put in deal in € It is useful when I’m reseller of global prosucts. I have to show always…
-
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…
-
Boa Tarde Pessoal, alguma empresa gerenciar multiplos produtos no pipedrive onde cada produto tem di
Boa Tarde Pessoal, alguma empresa gerenciar multiplos produtos no pipedrive onde cada produto tem diferentes tipos de precificação e estaria disposto a fazer uma breve reunião de benchmarking? / Good afternoon everyone, is there any company that manages multiple products on the pipedrive where each product has different…
-
"Product" or "Product's Category" distinction in Insights report
Hello, I have a bit of a pickle - I am setting things up for our company and planning pipelines. Generally, we would like to limit pipelines number to minimum (as it gives better overview of deals), but in we would like to analyze “Lost reasons” based on either "Product" or "Produts's Category" - which can be defined for…
-
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…
-
“Product Talks: Review of 2021 and releases for 2022” webinar Q&A
Hi our dearest Pipedriver 💎 What an amazing event we had on the 15th of February with Maria and Tonya. If you didn’t have the opportunity to attend, be sure to watch the recording and fill yourself in on what wonderful plans Pipedrive has for you in 2022. 🎬 HERE you can access to on-demand recording We promised to give…
-
Now live: Insights to get Product reporting and Forecast reporting
UPDATE - it's live 🚀 Products in insights Revenue forecast report Forecast Goals in Insights ---- Our team continues working full-steam ahead to make Insights live to its full potential. 💪 The next improvements in line should be the ability to create reports including Products, and to create forecast reports. These two…
-
Asking for Advice + Product Planning + Supply Chain
We load key long-lead products into deals. Now we need a report showing the total probability-weighted count of each key product bucketed into forecasted close month. How can we get this?