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How to report deals with expiring recuring products
Hello everybody, we are selling software licenses on a yearly basis. They do not renew automatically. Our sales-team has to trigger the process to get an order for extension. In the past we had a Deal for every order and extension. After a Deal was marked as won, the deal was duplicated, with expected date today+one Year…
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Recurring products (Subscription) - Cancelation / Price increase
We are a SaaS tool and have annual subscription plans for our customers and there are two cases i would like to include in the reporting. A: Customer cancel the subscription B: Customers subscription is increased or decreased Is it possible to set an end date to a recurring products subscription? And how can I place…
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New Enhancement: Installments for Products
We're excited to announce that the Installments functionality is live! What? With this new functionality, sales reps can now configure the payment plan for one-time products to track payments through installments. This feature will also help with analysis of Product Revenue Forecasting report. Where to find? Installments…
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Use "Billing start date" in Smart Docs
When selling licenses, the Billing start date must be included on a proposal and invoice. It would be great to have this options under the product tab in Smart Docs.
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How to support the nurturing of Customers that have a subscription with us
Hi, We have the following case. We have one off products and product wit an annual fee that will be invoiced every year. The customers can stop this by stopping the subscription. We defined a products with a billing frequency of annual and "(automatically renewed)". The moment the deal is won i want to "transfer" this…
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What is the best option to set up monthly retainers
Hi, Can you please explain me how do i set up Pipedrive to count my clients monthly retainer? Do i have to create a new deal every month? Thanks
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Deal tag base values
Pipedrive gives several fields and flexibility on adding the product to a specific deal. Nevertheless there is something a bit strange on the way it shows the information it gathers. Recently I added a product to a deal, the client is paying on an once a year basis for a specific product and its a 2 year contract (2…
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How can I use the"billing starting date" without recurrence or cyclically billable products?
Currently, I am using the Payment Schedule fields in the “Revenue” section to indicate our customers' billing deadlines. In concrete terms, we're selling a €10,000 deal that includes 1, 2 or more products (one product A and one product B, etc..). Invoicing for two products cannot be separated, meaning I am not going to…
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Product relation on recurring revenue definition in deals
Hi, when adding a recurring revenue within a deal, it would be really helpful to be able to select a product and not just type every time a description. We sell services with recurring revenue. We store prices for the fee on the product master. We maintain the recurring revenue on the deal. Thx Susanne
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New Billing Frequency - Reporting
I am using the Billing Frequency under products but how can I report on the new monthly Reoccurring field?
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Automatic time calculation between 2 dates
It would be great if Pipedrive could automatically calculate the duration between 2 dates. let me explain: if we have an amount earned per week for example and we indicate that the deal will be signed on 10/07/2024, Pipedrive could automatically output the turnover earned between 10/07/2024 and 31/12/2024.
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Splitting revenue
hi, I have my sales team working on deals together so to manage performance I’d line to split revenue.
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export deals' information, including products
the actual situation to export your deals' information, including products has two options: 1- go to Tools and apps, export data, products added to deal and export excel file: in this scenario you get details of products quantities but there is no possibility to amend or choose which data you want to export in this report,…
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Request for Daily Billing Option in CRM for Rental Businesses 📅
Hello Pipedriver's ✌️ We are very pleased with the many new features Pipedrive has introduced. However, we have a specific request that we believe would be a game-changer for us and many other companies in the rental industry. Currently, we bill our clients on a daily or monthly rate basis. Unfortunately, the existing CRM…
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PRODUCTS - Billing Frequency is missing FORTNIGHTLY
All our marketing products are billed FORTNIGHTLY. Currently, products dont seem to have frequency of FORTNIGHTYL - only weekly or monthly. Please can we get this fixed up asap? I would love to use the MRR/ARR reporting features but currently we cannot as we cant set up our products correctly Screenshot below of products→…
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New: Recurring Products Early Beta
We wanted to let you know that tomorrow we're releasing the new Recurring Products functionality to our early beta testers. What will you get with this release? Setup a Product to have a recurring billing frequency (weekly, monthly, quarterly, every 6 months, annually) and set up the billing cycles Define the billing start…
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One report/goal including deal value and Recurring revenue
Hi, the recurring revenue is not visible in the goals and reports with the deal value. So in the insights, the whole amount of the deal is shown in one month, while it should be shown divided into the months according to the recurring revenue. Can you make it possible to show these together in insights?
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Recurring Revenue not Accounted for According to GAAP/ASC606/IFRS15
The new recurring revenue "feature" in Pipedrive must be able to report and export deals with the revenue recognized in the months that the revenue comes in. Without this, everything has to be calculated by hand in order to forecast revenue. There should be a similar toggle to swap between Deal Value and Weighted Value…
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Recurring revenue on products!
If you are running a business with a recurring revenue model, such as SaaS, it would be good if you could add recurring revenue to products. As you create your new deal and select the appropriate product/s, that would then dictate the recurring revenue as well. It should be possible to then make changes on the deal if a…
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I need to be able to see Current Subscription End Dates
Hi There. We have hundreds of subscription deals active at any one time. I need to be able to see Current Subscription End Dates so that we can plan in renewals activity eg. Sales Calls, Mid-Contract Meetings etc. Please could someone explain how I can do this?
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How can I handle dealflow with a subscription based service
I have a saas business. We chase leads and convert them to a sales pipeline as a deal. After we win the deal, we convert them to Won. Let's suppose this contract runs for 12 months. We then reach out to the client in an effort to renew their contract. We treat this prospecting activity as a new deal. So at this point we…
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Report to display individual payment transaction value per month (not the total deal value)
Payments are a great new feature of Pipedrive! Now we can forecast revenue in a meaningful way for both subscription services and separate payments! Well done Pipedrive! For example I close to winning a deal, Deal A for $100,000 I could create a $50k payment for January and a $50k payment for March. I've another deal, Deal…
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Filter by deals that contain subscription
Since the launch of the new subscriptions feature, it would be nice if there was an option when creating a filter to show deals with an active subscription e.g. Deal » Subscription » is » active.
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Request: Monthly Breakdown on Payment Schedule in Revenue
Greetings, I have a question on Subscription Revenue Reports for Payment Schedules. Suppose that I have two deals with payment schedules as follows: Deal 1 (total deal value:1000 USD) April 6th: $100 May 6th: $150 June 6th: $300 July 6th: $250 August 6th: $200 Deal 2 (total deal value: 900 USD) April 6th: $120 May 6th:…
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Can I not model product subscription revenue in Pipedrive?
Here is the scenario I am working with: I am using Products to represent software licence seats. These come in different tiers: Gold-tier licence: $1000 / user / year Silver-tier licence: $750 / user / year Bronze-tier licence: $500 / user / year Our customers typically commit to terms of 3-5 years up front, but the…
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Product Catalog best Practices? -- SaaS
We are a SaaS company that offers both annual and monthly subscriptions as well as add-on's to our software. Does anyone have an info on best practices for product catalog in PD? Curious if we should be using variations or have each item be its own SKU etc.
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Subscription Pricing for Products
I believe that having the option to setup your products with a subscription pricing method as an option instead of just total cost of a deal, this would be helpful when using the forcasting tool. As the Insights will be skewed with revenue if it is forecast all in one month when actually it is spread out monthly or…
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Automation based on a condition on "Revenue" data
Hi Team, it would be very helpful for us to set up an automation that triggers the delivery of an email in case a deal has no data within the Revenue module (Billing Plan): I've tried to do it but I see no way to use those data (Billing Plan) as a condition for an automation on Pipedrive. It would be great to develop it,…
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Make Subscription a required field
We use the Subscription space to track our recurring Revenue. Presently, it's possible to Won a deal without adding any information to that area. This means that our reporting will be missing revenue for Won deals if that info isn't added. Request: make adding Subscription Revenue a required field for setting a deal as Won…
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Partner / Affiliale model – variable recurring revenue
Hi, we're running an E-commerce strategy consulting business which entails a big network of partners. Our (potential) customers are often times referred directly to our partner network. Those referrals then generate recurring revenue. Pipedrive offers the possibility to set up subscription plans for fixed revenues streams,…