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Is there a way to pull product information within Insights or some other form?
Has anyone found a way to filter projects with products on the deals? Ideally, this would be available within Insights, but it's not an option. We would like to pull product numbers for stock projections and the type of products being quoted.
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Products in reports
It would be nice to see the products in deals in reports and insight
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List of suppliers
We are an insurance brokerage (PI & D&O) who typically will source quotes from 5 or 6 underwriters, from a listing of about 20. We will then craft a solution for our clients consisting of 1-4 underwriters often layered to meet the clients needs. It can often get difficult to track who has been approached for a quote, who…
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Product category
Hi everyone, How do I ad product categories? Can' find anything on Q&A... Thanks Roland
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Is there a way to add multiple currencies to a deal?
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using Products with % of transaction revenue model
Has anyone, used products that use Percentange of transaction instead of a fix $ amount? i.e. we are a SaaS company to the hospitality industry and charge X% of the transactions that going through the software) can I use product for this?
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Webinar: Lo nuevo de Pipedrive
Por si te lo perdiste, aquí tienes nuestro último webinar de producto en el que exploramos todo lo nuevo que Pipedrive tiene para ti. https://pipedrive.hubs.vidyard.com/watch/JZT59Mu275ZrmFzML6Fx9D
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Integrating with Pipedrive
Hey team, I'll start out by saying that I am no expert in what I am doing here, but that I wanted to simply share this for your interest only. About a year ago, I was building a new production management system for our manufacturing company - my goal at the time was simply to allow our production team to do away with the…
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recording of sales
Hello How would you suggest me recording revenue for a saas product (license fee per employee) plus set up fees for the implementation?
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When can we expect the new UI to arrive?
Really looking forward to it, I'm sure it will be a big step up in usability..
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Product Reporting in Deal Column view / Product Variations & Product Bulk Editing
First of all, our company enjoys using PD, and it is a valued system with many benefits. We are a Sales company with over 900 products, each Product can have up to 5 different Product variations (different backings, colours or materials of one product) each Product Variation has different pricing. We are required to do…
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Google Sheets / Pipedrive connection
Hey ! Does anyone know if we can connect data we've got in Google Sheets in a deal ? Use case : My sales reporting is in Google Sheets and i want to connect "Quantity of products" of a specific deal to that reporting so my sales are linked to the deal. Thanks again for your help
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Why the products name erase when I change tab
Every time I start the registration of a new product, if I go to a different tab to check an information, when I come back to the Pipedrive Tab, the product name I just wrote is blanked.
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Suggestion for pipedrive
As we are an ecommerce business and mainly sell online we are finding ways on making the majority of our tasks automatic. However, it is becoming quite difficult with pipedrive, It would be great if pipedrive had the ability to remove units from the set stock count by incoming orders and the quantity in which have been…
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I use automation to always add the same set of (5) 'base' products (step 1 to step 5) when a deal is
I use automation to always add the same set of (5) 'base' products (step 1 to step 5) when a deal is created. In some way the structure of these products is the deal is different each time you create a new deal (despite the fact that the sequence is configured correct in the automation). Is there a way to force the…
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Using Zapier to add products
When adding a deal to a Pipeline via Zapier, I notice there is no way to add a product in the Zap. There is a way to add another step in the Zap, but that creates a NEW product and there is no way to access your product list. NOT a very good use of the Product feature in an automated way.
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Is there a way how to add deal profitability or margin instead only deal value.
Is there a way how to add deal profitability or margin instead only deal value.
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Help with deals where customer buys many products over time
Has anyone figured out how to setup a deal where a customer might buy x products per month or per quarter, over an extended period of time? It seems like revenue for a deal is all expected to happen at once, at the "win" date, but I have deals where the revenue will happen over many years. Thanks for any hints on how to do…
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Hi, everybody! Do you know of any resource or success story of the use of Pipedrive in an industrial
Hi, everybody! Do you know of any resource or success story of the use of Pipedrive in an industrial company, with a repetitive purchase model for consumables and with a high volume of products (more than 100, for example)? (I once found one of a hotel business model that was fine)
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Is it possible to use Pipedrive also as an Activity/Project/Task System either by implementing and C
Is it possible to use Pipedrive also as an Activity/Project/Task System either by implementing and CS teams? Do you have examples and good practices in that?