Cheers mate. Although your video is two-year-old it showed me that there is a product report feature - in the new UI it is almost hidden but in your video it's clearly showing! Otherwise I wouldn't know about it. THANKS!!!!
Once I have selected the products the customer wants I then want these products to appear on a quotation template with pictures and then automatically email the quote to the customer. Can I do this with Pipedrive?
Using the built in Smart Docs feature you could create a quote template which gets pre-filled by the products. However, this would not support images. For more complex quotes, you can use Formstack Documents which should be able to pull in images. Please feel free to reach out here if you'd like help setting this up: paulminors.com/contact/
Are you talking about the 'forecast' view on the deals page? If so, you could use a filter to show products for a specific category to see a revenue forecast just for those products.
Cheers mate. Although your video is two-year-old it showed me that there is a product report feature - in the new UI it is almost hidden but in your video it's clearly showing! Otherwise I wouldn't know about it. THANKS!!!!
Glad I could help!
Is there a way to see the products without clicking on the products link? Like can I expose them differently on the card o even on the click in?
I'm afraid not. To see/add projects, you need to click to add them to the deal.
Do you know if the option to add a photo of a product will be added in the future?
I have no idea sorry
This feature is now available .
@@zik2358 thanks for the update. I’ll definitely look into this.
@@zik2358 I’ve looked online to see where this feature is and am unable to see where it is? Can you send me a screenshot of where this option is?
@@daryladams2755 I don't think I can send a screenshot here
Hi Paul. What is your review on invoice integration? Do you recommend it? I have read bad reviews on it
If you use Xero or Quickbooks then I think it makes a lot of sense. I haven't heard anything bad from users.
Once I have selected the products the customer wants I then want these products to appear on a quotation template with pictures and then automatically email the quote to the customer. Can I do this with Pipedrive?
Using the built in Smart Docs feature you could create a quote template which gets pre-filled by the products. However, this would not support images. For more complex quotes, you can use Formstack Documents which should be able to pull in images. Please feel free to reach out here if you'd like help setting this up: paulminors.com/contact/
Hi Paul. You mentioned that Pipedrive cannot pull reports on product categories. So, Revenue Forecast by product category does not exist?
Are you talking about the 'forecast' view on the deals page? If so, you could use a filter to show products for a specific category to see a revenue forecast just for those products.
Hi my friend,
I would like personal guidance (online) on Pipe drive.
How can this be organized?
Hi Omer, you can learn more about my consulting options here: paulminors.com/consulting/pipedrive-consulting/