Hi, I'm trying to build automations around creating invoices based on products in a Deal for the case where it's a project that's split into multiple invoices based on milestones. I can capture this in Pipedrive using either Installments on the Products listed in the Deal or via Payments on the Deal. I can't find…
Hello, I understand the yellow field is called product notes. Where can I find this data field in pipedrive? Can I get the API key for that field? I need this field to match with my accounting tool for invoicing. Thank you!
I would like to know if you can make 'Add products' a mandatory (IMPORTANT) field and also make the Item field mandatory for input?
I would love to see custom fields for products displayed when adding products to a deal. As far as I know I can only modify price, quantity, taxes and discounts when adding products to a deal... But I am missing a lot of important product information in my deals (for instance, color finishes).
Hello Pipedrive, The new recurring products feature is a huge step backward and makes it practically unworkable for us to manage subscriptions. We manage over 500 subscriptions per month, and with the current functionality, we now have to manually enter every change by adding new products. This means that: Everything is…
Hi all, I'm looking for a way to add a margin when adding products to a deal. We work with different margins each deal. I would like to see not only our revenue but also our profit in report. Any thoughts on this? Thanks!
Hi there. I think it would be great if it were possible to merge products. It is possible to merge deals, contacts, organizations etc. but not products. Please let me know if this can be made possible. Thanks
Actualmente estoy trabajando con el Pipe con un embudo comercial, luego si se gana el proyecto se va a un Project de operaciones. Dentro del proyecto yo estoy poniendo el valor UF/m2, pero quiero ver si puedo integrar productos a esto. Entonces, alguien tiene alguna idea de como agregar servicios y materiales a los…
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…
Is there a way to generate a quote with the monthly totals of the products in a deal? Currently, I have products added with a frequency of monthly and billing length of 12 cycles. Our customers typically want to see the monthly cost as the quote (we sell a service rather than a product). I looked through all of the prefill…
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