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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…
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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…
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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…
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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…
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"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…
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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…
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“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…
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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…
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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?
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Products Category
Anybody what the purpose of the field Category is in Products? I like the idea of it but when adding a Product to a deal there is no way to filter by Category so you are forced to add the Category name to the Product name. It would be nice if you could filter by Category and then select the Product from the Category.
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Need 'List products attached to a deal' using Zapier
Is anyboby knows how to List products attached to a deal' using Zapier? (I know Integromat can do it easy, but now I need to use Zapier) https://developers.pipedrive.com/docs/api/v1/Deals#getDealProducts As I understand, I can use custom request. But I don't understand how to fill Data, Basic Auth etc.
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Product Conversion - Insights
Hi Pipedrive, Could you advise on when Insights will give the functionality of reporting on conversion rates vs. products please? Products has been great for us and gives us the ability to streamline the number of pipelines we have, rather than having pipelines based on product. However, in its current form we can get…
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New screen for budgets, great but...
I just entered my Pipedrive and... surprise! The elements in "products" can finally be activated or deactivated, and they have also improved a lot by being able to order them according to the preferences of each moment. It is an important step. All the work of attracting clients is often at stake in the…
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Produkte als Bedingung in Workflows
Ich möchte gerne eine Automatisierung einrichten, die nur ausgelöst wird, wenn in einem Deal ein bestimmtes Produkt verkauft wurde, das unter Produkte hinterlegt ist. Danke schön!
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Deals correlated with products report
Hi All, I found that there is no way to see products list in deals list view, I can add number of products only. So I can't analyze convertion rates for deals with specific product or group of products, I don't know which products do I have in pipeline etc. I have to check one by one what is not an option when we have many…
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Adding Sales Tax
Hello, Our company would like to be able to add sales tax to specific deals. After speaking with Pipedrive we found that the only option we have is to add sales tax to the product itself. However, we only charge sales tax in certain regions. For this reason we would like to be able to add sales tax on the fly to specific…
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Pipedrive Prospector
Hello, can you help me with the complement Prospector within Pipedrive? My question is that if I already have Leadbooster; can I only get 10 leads per month for free?
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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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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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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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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.