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…
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…
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…
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.
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…
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
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…
It looks like you're new here. Sign in or register to get started.