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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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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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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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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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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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Product set to inactive in a deal
I noticed on the web version its possible to uncheck products to have them set as inactive. But it doesn't appear that is possible using the phone app. Is that the case or am I missing something on the app that would allow products to be unchecked.
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Hi Pipedrive Community! Our product can turn your product database into an interactive product catal
Hi Pipedrive Community! Our product can turn your product database into an interactive product catalog or marketplace, with a catalog and product page for each product. We are thinking about creating an integration for Pipedrive to present your products (see attached image), with a Stripe checkout integrations for payments…
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How do I add a Product Category?
I can add Products, but Categories are blank and it is just a search box, can't seem to add new ones. Where is this done? The knowledge base isn't very helpful on this. TIA Carlos
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Community Roundup - Volume 9 🗣️
2021 may still be recovering from the champagne and confetti but in Community we hit the ground running. Check out this week's selection of top posts, and join in on the discussion! 🔥 Happy New Year Emails: 8 Templates for Your New Year Email Campaign 🔥 How to Use Pipedrive to Automate Estimation Workflows 🔥 Can You…
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Estimating workflows
Hi all, I am new to pipedrive and hoping to use the platform to automate our estimating workflows including internal check sheets, resource coordination and submissions. Do you have advice on how to get started?
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Any way to report / monitor revenue from variations of products?
Hi there, we are currently trying to figure out how to monitor revenue from product variations. Example: we've got the product "digital integrations", which as variations has facebook post, linked in post, twitter, and more. In order to keep the product range fairly "small", we would like to work with products more as…
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Como fazer um inventário de estoque do seu e-commerce?
https://ferramentasdorainmaker.com.br/2020/12/22/como-fazer-um-inventario-de-estoque-do-seu-e-commerce/
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Could someone explain why the deal value cannot be set to recurring amount for a deals with attached
HI! It is quite important to have products attached with deal as it gives possibility for statistics. Could someone explain why the deal value cannot be set to recurring amounts for a deals with attached products? If we have a product rental model (products and subscriptions)products would be important to follow, however…
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Need new Insights report
we use the Sales Documents feature. and Insights reports, both great. Here is our issue: Insights reports ONLY show DEALS. which is good for some reports. However a report we require is: Show all deals that had PRODUCTS created OR Modified during a timeframe. AKA what was the value of deals/quotes we did. last week based…
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Quickbook Invoicing: How to create an invoice in Pipedrive that aligns with products in Quickbooks?
I imported products from Quickbooks into Pipedrive Products so they match. But when I create an invoice in Pipedrive it doesn't match Products. It list as all the same products. Anyone have luck with this without paying $15 month for SyncQ? Anyone using Automate.io? @Ashutosh Cheulkar would Automate.io be able to solve…
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Report by product
Is there a simple way to report by product type? we have created a field with product in
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파이프드라이브 가이드: 엑셀 스프레드시트에서 데이터 가져오기
질문: 기존 영업정보가 들어있는 엑셀 스프레드시트가 있는데, 이걸 파이프드라이브에 올리려면 어떻게 해야 하나요. 답변: 다음 네이버 블로그 포스트 참고하세요. 파이프라인 관리 팁: 엑셀, 스프레드시트를 사용하여 파이프드라이브로 데이터 가져오기(마이그레이션) 참고자료 * Importing data into Pipedrive with spreadsheets - 네이버 블로그 포스트 원문: 파이프드라이브 서포트 페이지
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Pandadoc integration
Hi I am trying to create a Pandadoc document that has pricing tables populated by the Products attached to the Deal in Pipedrive. I need to find a way of pointing Products to different pricing tables in the Pandadoc document based on their Category defined in Pipedrive. For example Products with Category "monthly" goes to…
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how do I manage a deal that has products that I win on different time tables?
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Products & Price Lists
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…
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Products & Price Lists
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 up to 50 variations. i.e. Product #1-Color A(SKU#1) through Product #1-Color Z(SKU#26) and so on. To add…
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In Case You Missed It - November 2020
https://pipedrive.hubs.vidyard.com/watch/VFNqNRwLfyy85k5i2qM1W6?In case you missed it - we've got Web Visitor tracking, expansion in Taiwan, and better reporting for your Products. You can now see which products are selling more than others - and who is selling each product more efficiently. Read more about it here: 🇬🇧 In…
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Importing NEW products
Products is great. When we first set it up we imported a spreadsheet with products and boom, magic Product ID etc. NOW when we try to import a sheet of new products, nothing we do can make it work. it skips them. we have tried: * importing with the full downloaded list from pipedrive* with and without premade product IDs *…
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Deal won > Automatic email with products ordered
Hi everyone! I want to save time and limit the risk of error when I won a deal. Let’s say that I have a deal and there are products attached to it. When I click the deal is “won”, is it possible to send an automatic email to a colleague and include this information : * Company name + info * Contact name + info * All…
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Assign Financial Products as Products or Labels
Hello all, Do any FS people use Products in PD for industry products, let's say Life Assurance or Investment Portfolio set up as products within PD or do they just label their clients relating to the business the client has with their firm? Either way best practices and ideas are always welcome. Thanks!
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What is the best /most effective way to setup products to have tiered pricing? In example if one of
What is the best /most effective way to setup products to have tiered pricing? In example if one of our products includes a base fee and a unit based tiered pricing (3 tiers) would this be best setup as 4 products? (Base fee, T1,T2,T3)?