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Creating a filter by deal and product code
Hi All, On a regular basis I like to filter specific deals by product code, and by one (1) specific "product code" only. When you have say five products with product code A,B,C and D. If I have two (2) deals, one with product code D only, and one (1) deal with product code D & B. If I create a filter like" Product code is…
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Korean Currency: add thousand separator and remove decimals
Greetings, I have many Korean customers asking for Pipedrive to improve the Korean currency handling. If you choose Korean won for the default currency, you can see two issues. * Thousand separator: The South Korean won is measured in large numbers. For example, one million KRW amounts to 837.40 USD only. South Koreans…
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Request: Tax calculation with no numbers after a decimal digit
Greetings, I have a question on price calculation as in this screenshot. If I entered 10% of tax for the amount 630,000 in KRW, I have the following for 'Includes tax 10%': 630,000 / 11 = 57,272.727272 → 57,272.73 This may be OK for USD as .73 stands for 73 cents. But this is not the case for other currencies such as KRW.…
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View won deals by product category
Am I missing something/could somebody help me with the following please... I want to see how many of a certain product category we have sold in the last year, 2 years etc. I see a report in Insights where I can view how many of each individual product we have sold, but cannot see a way to segment by category (i.e. all the…
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In case you missed it... the best of Pipedrive in 2021
Looking to make a strong start in 2022? We've compiled a list of the best features we released last year to help you do just that. From closing deals faster with Smart Docs to finding more leads with LeadBooster credits, we think there's something for everyone. Check out our article and see what you may have missed in 2021.
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Products and pricing
I would really like for a better handling of pricing on products and also some more fields available on Smart Docs to handle prices with and without taxes, and total price including taxes.
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Products feature in essential plan
Hi all, I just want to reaffirm my unsatisfaction with the pipedrive plans feature organization. I can't understand (being polite) how a CRM, even within it's "essential" plan, are unable to manage products sales. It's a completly shame. I have 2 companies which now will look into other CRM solutions as the "advanced"…
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Complete the Trifecta - Products, Recurring Revenue, and Workflow Automation
Products is super useful, love it! Sales documents are quickly becoming something I don't even need to think about anymore. Recurring Revenue has everything I want to track recurring payments Workflow automation only talks to products in a limited way and doesn't talk to recurring revenue at all. The subscription feature…
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Feature request : Automatically add product descriptions to the product note when adding a product t
Hello Pipedrive, I need some help Today, when we create products, we can add a label, but also a more detailed description. However, when we add a product in a deal, the label appears, but not the description which is essential. Instead, it is possible to add a note. This note should be replaced by the description of the…
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API: Deleted deal stages not appearing in stay in pipeline stages from Deals
When a deal stage is deleted it is currently removed from the field stay_in_pipeline_stages. To track deal stage progression you must instead use the deal updates endpoint which is a massive log of events. Furthermore the information corresponding to the deleted deal stage is removed from the stages endpoint. It would be…
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Pipedrive and Mintsoft.com API connection
Hi, I've made a connection between Pipedrive and Mintsoft.com. It is based on an API. Script is in Python. It Synchronizes products from Mintsoft with Pipedrive for 3 warehouses on two continents. Our script imports products from Mintsoft to Pipedrive. Only products with specified categories are synchronized. Name, sku,…
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Products in Insights
Super useful would be to have Products in Insights. (example: How many x products sold this month by person. ) I believe many companies need this feature to see their statistics and make decisions.
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INSIGHT REPORTING - BY PRODUCTS (PLEASE FIX)
INSIGHT REPORTING - PRODUCTS Currently Pipedrive does not allow to create reports by "Products". This would normally be considered a bear minimum feature for all CRM and sales management platforms, so organisations can constantly monitor the performance of products overtime. Request this feature be made available as…
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Recurring Revenue feature in Products
Are there any updates regarding the integration of the recurring revenue feature in the "product area" of the deals? As we discussed this issue in multiple other threads its a big intrestpoint for us and many others as the feature in its current state is prettymuch worthless to us.
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Order of products
Hi there. I use multiple products in each deal. I often need to change the order of the products. But I cannot do it. So I have to rewrite the products . I would love to see the ability to drag a product from one position to another, or an arrow button up or down, to move the product up (or down)one row.
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Senior Strategy Consultant for Dental Strategic (a Nashville Dental, Inc. company)
Would appreciate any examples of how you are attaching files to products. Would that be applicable in any workflow? Also, what if your product is a % of a deal value and not a flat amount? How do you handle that? Thank you in advance for any support!
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Regarding e-signatures
I wish you would stick to the core of your product and focus on the Leads feature and make it fully functional. Releasing s product that is not really working, not connected properly to insights etc. Increase your workflow opportunities... stuff like that. So many eSigning tool out there doing the whole sales enablement…
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Translation Mistakes: 'Variations' in Product
Greetings, I'm filing another translation mistakes in Product Variation. In English version, I have no problem at all. In Korean version, however, I have three problems. * 'Add variation' in the green button* '다른 상품 추가' means 'Add product' rather than 'Add variation'. * The correct translation must be '변형 추가' * 'No…
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Deals report with data of products in each deal
Hi, the company I work for sells products from different manufacturers, and we have goals set by each of these factories. That way, I need a deals report that allows me to view the name, quantity and unit value information for each product present in each deal in the pipeline. At the moment, I have tried some solution with…
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Need to show all prices for products
we need to be able to show the DISCOUNTED UNIT price for each product when we do quotes. right now we can show "unit price' which is MSRP and we can show the "product amount" which is the discounted price. BUT THAT ONLY WORKS IF WE HAVE QTY 1 per product. if you have more than one you cant see the unit cost of each item…
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Pipedrive goals on the basis of e.g. tags
If I want to define goals via Pipedrive Insights, I can currently only do this on the basis of the people. Is it possible to link the goals with, for example, the tags of the deals? In concrete terms, we are dealing with product groups, some of them are processed crosswise by several people. The tags should be used here to…
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Commission field for products(or services) -
Hello We have been using Pipedrive for some time, but we have never used its capabilities to 100%, however, now that we are going to increase the business development team, we want to use the tool to the fullest. Our company sells products and services, the products usually have a price but the services are monetized with…
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Products associated with a deal
I am trying to have a more granulated analysis when it comes to deals that area expected to close within this quarter. This analysis includes zooming into the products each user is selling within a specific pipeline. The deals created have a lot of information including the "Product count" and value of the deal but I am…
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From a Pipedrive Pro - Where to Find a List of Deals Related to a Product 📝
https://pipedrive.hubs.vidyard.com/watch/9BwoPYzeRHzbA5x5vMTtWc?This time, our Pipedrive pro @Emily Howard shows us a quick trick to find all deals that have been involved with a specific Product. 🔔 Be sure to check out the full Learn from a Pipedrive Pro academy course for more productivity hacks from our pros, and…
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Categoria prodotto
Ciao a tutti, sto utilizzando pipedrive Pro (trial) e sto cercando di impostare la categoria di un prodotto come required, ma non ci riesco. E' possibile in fase di inserimento di un prodotto impostarla come obbligatoria e non far proseguire se non la si inserisce? Grazie mille a tutti Andrea
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Mandatory category product
Hi all, is it possible to set the category of a product as required? i have the pro Plan. Thanks Andrea