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Commission
Commission
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Commission field for products(or services) -

Hello

We have been using Pipedrive for some time, but we have never used its capabilities to 100%, however, now that we are going to increase the business development team, we want to use the tool to the fullest. Our company sells products and services, the products usually have a price but the services are monetized with different commissions on the sales we make, and here is the problem. I would need to implement a field with % and not with price and calculate the value of the business, as well as being able to use smartdocs to generate proposals and contracts. On the other hand, the products added with revenue, subscriptions and payment plan, are not compatible, shouldn't they be linked in such a way that when you create products (or services) you can select if it is a service with subscription? wouldn't it be important that when you add a product you can choose the payment plan for the product or for the set of products?

Can you help us?

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Hola

Llevamos tiempo usando Pipedrive, pero nunca hemos usado su capacidad al 100%, sin embargo, ahora que vamos a incrementar el equipo de desarrollo de negocio, queremos usar la herramienta al máximo. Nuestra empresa vende productos y servicios, los productos suelen tener un precio pero los sevicios los monetizamos con distintas comisiones sobre las venta que hacemos, y aquí está el problema.
Necesitaría implementar un campo con % y no con precio y calcular el valor del... (More)

Add custom sources

Sources should be user-editable. Our sales team does not care if a lead, deal, contact, or organization was "imported" vs "manually added". We care if it came from the "website" "outbound campaign 1" or "referral person 5".

This data should help with commissioning and should follow that object (Lead/Deal/Contact/Organization) through it's lifecycles (Lead->Deal conversion)

How to Forecast Commission from revenue earned on the close of a deal?

HI.

So lets your an independent sales agent  and the Value of a deal your about to close is USD 1000 and the commission your about to earn from this is USD 200. How can you put this information in pipedrive?

Thank you.