Skip to main content

Products
Products

Discuss the Products feature and products in general.

148 followers
13 questions
267 posts

Sign up for free today or log in now to follow this topic, join the discussion, and always stay updated.

🎥 How to customize your notifications, follow topics, and join channels in the Community.

View won deals by product category

Am I missing something/could somebody help me with the following please... I want to see how many of a certain product category we have sold in the last year, 2 years etc. I see a report in Insights where I can view how many of each individual product we have sold, but cannot see a way to segment by category (i.e. all the products supplied by Supplier X).

Another way I could achieve this is by setting a list view Deals filter (i.e. won deals between certain dates) and displaying the product category as a column - only those options aren't there. I can see Product Qty and Product amount only - which I find unhelpful.

 

In case you missed it... the best of Pipedrive in 2021

Looking to make a strong start in 2022?

We've compiled a list of the best features we released last year to help you do just that.

From closing deals faster with Smart Docs to finding more leads with LeadBooster credits, we think there's something for everyone.

Check out our article and see what you may have missed in 2021.

Jeff Farrick
SME Outbound Sales & Sales Support Division Manager

Complete the Trifecta - Products, Recurring Revenue, and Workflow Automation

Products is super useful, love it! Sales documents are quickly becoming something I don't even need to think about anymore.

Recurring Revenue has everything I want to track recurring payments

Workflow automation only talks to products in a limited way and doesn't talk to recurring revenue at all.

The subscription feature of products is not useful, as it's tied to the product itself, and not which variant you choose

We desperately need to patch the holes in the sales / revenue ecosystem. There are so many great tools to handle what I need in PipeDrive, but recurring revenue is not one of them yet.

 

Workaround solutions to fully integrating these tools with Workflow Automations

  • I suggest that a product's variant includes subscription fields, rather than just the base product.
    • These variant subscriptions should overwrite the base product subscription, just like pricing does
  • I also suggest that recurring revenue be something you can require before marking a deal as won

Feature request : Automatically add product descriptions to the product note when adding a product to a deal

Hello Pipedrive, I need some help

Today, when we create products, we can add a label, but also a more detailed description.  

However, when we add a product in a deal, the label appears, but not the description which is essential. Instead, it is possible to add a note. This note should be replaced by the description of the product when it was filled in the product form.

I tried to create an automation to fill this field automatically, but Pipedrive doesn't let you use the product data.  

Working with the Syncq Syncrhonization tool to connect Pipedrive and Quickbooks, this missing feature breaks my entire integration chain for something that makes sense to me.  

Why offer a product description if it doesn't appear when adding a product to a deal?  

I would like to have a follow up on this request if possible.

Thank you,