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Add ability to re-order products in the deal list
Please allow us to re-order product line items in the product list for a deal. It's annoying when I've added a long list but forgotten something and I can only add it to the end of the list. At the moment, I had to delete multiple lines to get back to the spot where I need to insert the new line, and then re-add all the…
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Prices of a product. Reasons
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Recurring Revenue Problems
I have just started using the Recurring Revenue functions and I have noticed some things that you might be able to help me with or pass to your product team. * On the Insights reports, the currencies are not converted properly. They are converted 1:1 to the base currency of the plan. This is a major problem as the revenue…
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Product description is limited with text format and this does not look good in proposals
SmartDocs feature enable adding automatically product descriptions to proposals. Currently it is very limited - only pure text, even links are not visible as links. There is strong need to add formatted product descriptions to proposals (links, tables, pictures, etc). I see here two options: add html/rich text possibility…
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In product list view, can we see deals where a product is attached?
Greetings, For each product in the product list view, can we see the list of deals where this product is attached? If it's not possible, then I believe that writing a makeshift app will be the only viable option right now because the API provides such a feature. Regards. Ted.
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Reports for products - is it possible?
Hey there, we just startet to work with the product function in Pipedrive. We added categories for our different products. One category for each department. Now we want to see how many products in the different departments were used. But I can't figure out how. In the insight section there are only three types for entities…
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Product discount option has been removed
I just noticed that the discount option from the Add New Deal window is no longer available. This was really useful for us. Now we have to first create the deal, then open it and insert the discount. It's an extra step in the process :( I hope this can be changed as it was before. thanks
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Custom Field use for Product Table
We use a custom Notes field for Products that include deadlines for when we need an asset from a client. I'd like to be able to pull this information when using the Product Table for a Document Generation, but the "Notes" that are being pulled are those created manually when attaching Products to the Deal. It would save us…
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Products Insights
Hello, How can I create a dashboard with Products and filtering One specific country? Thank you.
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IF YOU ARE handling a Sales Team - HOW DO YOU: limit your sales reps to NOT change product pricing w
This has been burning my sales process, I handle a team of 12 sales reps. There are always sneaky ones that lower pricing in order to close deals... Curious on how you SALES MANAGERS are dealing with this situation?
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Pipedrive's own Invoice tool that can load in product details
So needed!!!
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Products forecast
Is there a way to add products to an open deal and get a report of the forecast quantities multiplied by the deal's probabilities?
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New Workflow Automation action event: Add Product to a Deal
You can now use Workflow Automation to automatically add one of your Products to a Deal as an "action event" to save you valuable time and prevent repetitive work. Common Workflow Automations to set up with this action event: * Add a product when a deal is created * Add a product when a deal is moved to a specific stage in…
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Live Chat - Offline Option!
It would be so great to have an offline option with the chatbot / live chat. Something as simple as selecting your operational hours so that during these times, your users are met with an automated message explaining that you're offline, leave an email and we'll get back to you. At the moment, the only way to do this is to…
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Products & Documents
Where can I learn more about Pipedrives abilities to create proposals by pulling information about attached products into a Document template. I'm wondering how it can be formatted with product name, price, and a description of the service. I see an option to merge a Product Table. Can a template for that table be defined…
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Verlinkung zugehöriger Deals
Moin Pipedriver:innen, eine Möglichkeit Deals mit einander zu verbinden analog der Kontakte/Organisationen oder der Tochter/Mutterfirma-Funktion wäre genial. @pipedrive Aktuell haben wir zwei Lösungen, die wir andenken: a) Wir pinnen eine Notiz an den "Hauptdeal" und an die "Nebendeals", wo die jeweiligen URLs zu den Deals…
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Product Display In Pipeline List View
Hi Folks, I just want to give an important Feedback, few times I have forward this comment to Pipedrive so they can work on it and I am hoping to see it coming :) I find it very relevant to see in the list view Pipeline, the display of the products so you can have an overall picture of your Business. For the moment only…
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Price Calculation ---> panda doc
Hi There. Been playing with Pandadoc integration for Doc signing and sales agreements and like what I see. Our problem is with pricing. Currently our master stock list will not work with Pipedrive. As such I don't see a way of utilising the product list and pricing tools. We price each item individually and of course enter…
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Hi, we are trying to carry out a product mix analysis. Is there any way to create a filter in the de
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Conditional Logic for Custom Fields based on Product or any other custom field
This is a missing feature that should be there. When you are selling multiple products, and each product has its own set of required custom fields, then conditional logic on showing and hiding fields is required to not make the forms cluttered. Please consider this. I see many many posts about this in this forum.
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Overview over sold Porduct
Hi, is there a way to get an easy overview about sold products? E.g. i sold 10 Phones and 2 computers to a company a year ago and 5 additional phones a few month later. Now I'm not sure how many phones i have sold in the past and want to get this information in a matter of seconds. I know i can see the closed deals but i…
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Products / Invoicing / Subscriptions
I've added various products and linked them to all open and won deals. These are tiered membership rates for our organisation. However, when I go to set up the subscription/payment details for each won deal I have to manually input the data - can this be linked to products so that it is completely automatically?
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Zwei Fragen zu 1. Kontaktpersonen 2. Disount auf Zwischensummer/ Gesamtpreis
Liebe Community, zwei kleine Fragen. Besteht irgendwie die Möglichkeit, Kontaktpersonen als "inaktiv" zusetzen? Oft dreht sich das Personalkarussell und die Kontaktperson wechselt zu einem anderen Unternehmen. Löschen wäre jetzt nicht so der ideale Weg. --------- Besteht die Möglichkeit, Discounts z.B. X % auf…
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Is there a way to add a product but make the price scalable/custom?
Hey community - We have a slate of 10 - 15 core products we'd like to track in Pipedrive, however, these products do not have a fixed price. For instance, we might have a product that we may sell as $100k, or $1MM depending on the sales plan - It is scalable depending on the clients needs. The problem is the product…
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Proposta no Pipedrive
Bom dia trabalho com Produto/Serviço e itens de implantação quando gero um documento pelo sistema do pipedrive usando a grade, todos os itens sai na mesma tabela. Eu vejo como uma melhoria ter alguma forma de dividir as tabelas ou ter um resumo para o nosso cliente quando receber esse documento saber quanto ele vai pagar…
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Product features and testing
Hi @Bruno Domingos , Hello Bruno, I have heard that you are responsible for developing additional functionality in the PD product environment. We have been in need of more functions around products for years. We are thinking of: more insight into the products within deals, more reporting, more workflow and product fields…
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Is it possible to attach a picture to a product such as I can add it to a proposal ?
Hello, I am trying to generate a nice looking proposal based on a list of products (and deal) and I need to include the products' pictures in the proposal. I was thinking of generating a proposal in Pandadoc but I need to add a picture of the product in Pipedrive. Any ideas of how I can do that ? Other suggestions ? Thanks…