Hi Pipedrive, The new recurring product feature feels like a downgrade and operates very clunkily. Subscriptions – When a client updates their subscription (e.g., price or user count changes), the system dynamically adjusts. However, why does it retroactively alter past records as well? Reporting – Revenue is not evenly…
For future updates, I think you really should consider an option to split a deal between two owners/agents within a team/organization. As for now, we have to manage these deals in Excel, which kind of takes the fun and functionality out of using Pipedrive. We use products in order to make a prognosis and we use goals to…
I wouldlike use some product custom field in insigh but i have just some original field. How I can use product custom field ???
Hi, I want to add products to a deal based on the trigger (add to pipeline). What do I enter in the price field? Why can't I select an price variant of the selected product?
Hi I'm playing around with the new products report and have found it useful for recurring revenue, however it does not show my one off products. I see the flag is set for one time product, recurring product and installment. The report is only pulling through my pipeline forecast for the recurring product. In the first…
Pipedrive currently limits automatic calculation for recurring products. In other words, if you create a proposal where: I have a product with a duration of 3 months; The Quantity of Items is equal to 2; And the unit value is equal to $50. There is no standard field capable of calculating this multiplication: 3 * 2 * $50 =…
Currently, there is no field available in automations to include the frequency. Therefore, it is always necessary to select the frequency manually, which increases considerably the time required to prepare the proposal. For companies that sell more standard packages, this would be a great help.
I have a Lead Inbox to Deal Pipeline automation that is only triggering for me, an admin, but not for other users: Trigger: Lead Created; Instant Condition1: Product Line X, Instant Condition2: Lead Owner; Action: Create Deal in X pipeline with Linked person, Linked organization, Pipeline stage, Lead Owner, Product Line,…
how can I mass delete products or mass update prices?
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