-
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.
-
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.
-
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!
-
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…
-
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…
-
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…
-
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…
-
Mandatory category product
Hi all, is it possible to set the category of a product as required? i have the pro Plan. Thanks Andrea
-
hippa compliance
Is pipe drive hippa compliant? If not, any thoughts on a timetable? Thank you.
-
When importing data, how do you link products to each deals?
Hello, pipedrive users I'd like to ask about matching products to each deals when user import data. I added column 'product name' to the spreadsheet, but these product names were added as new products and were not linked to each deals. Does anyone know how to solve this problem? If it doesn't work out, are you all inputing…
-
Products now available in Insights! 📦 📊
Products are now available in the Deal Performance report, for users in the Advanced plan or higher. They're finally here! 🎉 What can a user do? * Filter Deal Performance reports by Products * View and Segment results by Products * Measure results by Product value and Number of products 🧑🏫 Use our Knowledge Base and…
-
Usability testers wanted: Adding Products to Deals [deadline: June 25]
Hi everyone! We have been working on a solution to fix some of the issues reported about Products, more specifically when adding products to deals, and to make sure we are building the right solution, we would like to have 30 minutes of your time to test a prototype! Can we count you in? If so please pick your time slot…
-
Product reports
It would be nice to have an Insight that displays how many products I've sold and for what price (so I could see how much money I've made by selling apples and bananas this year, etc.)
-
Template with Product Table
Hi, I'm trying to use template in documents to create Product Table. System dose not convert links that are in description to clickable. Links in attached file I had created manually. Select text and press Ctrl+k Do you have any hint? I had try using full web address with https://www. but it did not work. Any solution?
-
Volume pricing
Hi, I have a sales model that uses Volume Pricing eg 1 item costs $100; 20 items cost $90 each; 50 items cost $80 each, which makes quoting currently a very manual process. The usual way recomended to handle this is to create a separate product for each price level. Now, this would work nicely if I only had a few products,…
-
Ability to Report Revenue (value) by Product
The current 'Product Value' field shows the total deal value and not the value of the product. Also Product is not availible as a filter in nearly all filters
-
Is there a way to bulk update the pricing on all products by percentage?
we raised our prices by 4% across the board and want to edit our product catalog without reuploading everything
-
Does Update of Product Price and Name affect deals?
Hello, I have been asked to update a list of products with new prices and names. My Question: Does this change affect all deals which have this product connected to it (at the old price and name)? In which case I would have to create entirely new products. Same question then, if I inactivate or delete a product, does this…
-
Report of Deal Products?
Hi We would need to separate our Deal values in, mostly, fixed retainers and sales commissions. I'm trying to implement Deal Products to handle this, see print screen. BUT, are there any ways to view/export this data? Eg, i would like to see all our Deals' commission value (not only the total Deal value). My preferred…
-
Korean translation for product: 제품 vs 상품
Greetings, I'd like to report an awkward translation of 'products' in Korean. According to the wikipedia article, products can be categorized into three types: * in retailing, products are often referred to as merchandise * in manufacturing, products are bought as raw materials and then sold as finished good * a service is…
-
Product Groups/Pre-sets
Is it possible to create lists/templates where the Products pre-fill? The only way I can think of explaining it is like when you use a recipe, you know it requires certain ingredients, but those ingredients could also be used in other recipes (so you want the ability to link products to multiple templates). Instead of the…
-
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.
-
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…
-
Products Insights
Hello, How can I create a dashboard with Products and filtering One specific country? Thank you.
-
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?
-
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?
-
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…
-
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…