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…
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 it possible to run a report of recurring products ending for the year? I can see the rise and fall in a graph but not whats ending.
Hi, how can I edit biling frequency selection? I need to add 9 and 24 months and be more flexible in my selections in general. Cheers Lucas
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…
With the dropping of support for Subscription Revenue we are now encouraged to use Revenue forecast based on Product only. Our Business Model is an Annual License Fee for Software that often has a Tiered pricing option whereby the price increases each year for the first 3 years than stabilises on that 3rd year payment. I…
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…
Insights > Report > Subscription Revenue: What is your subscription revenue? It was my impression based on conversations with support teams over the past year and a basic assumption that this report would allow us to see all upcoming renewal rates. In fact, I have been advised that this report only allows us to see…
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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