Knowledge Base

Configure recurring services, such as subscriptions or licenses, to repeat on a regular basis and automatically estimate the revenue of the products you sell through your deals with Pipedrive’s recurring products feature.

How can I add recurring products?

To add a recurring product to your Pipedrive account, go to the Products tab found on the left-hand side of the Pipedrive app and click “+ Product.“

Then, you can fill in the details about the product and configure the billing frequency.

If you want to add a billing frequency to an existing product, open the detail view and hover over the ”Billing frequency” field in the sidebar. Then, click the pencil icon.

The ”One time” option will be the default option for products that don’t have any billing frequency configured. Select the frequency from the dropdown and save the changes.

To add recurring products directly from a deal, click “+ Products” within the summary on the left-hand side of your screen.

Then, add the product and select the billing frequency from the dropdown. You can also enter the billing start date and other details, such as taxes or discounts, to calculate the total value of the deal.

Smart Docs

You can create proposals and quotes with Smart Docs with recurring products. Recurring product fields are included in the default product table placeholder.

Once you generate the document from the template, the recurring product fields will be filled in with the respective recurring product information.

Product list view

You can see and edit billing frequencies and billing cycles in the product list view.

Click the gear icon on the right-hand side of the screen and add the billing frequency, billing cycles and revenue metrics to the visible columns.

Once you add the columns to the product list view, you can view and edit value in the fields by hovering over the field and clicking the pencil icon.

If you have the right permissions, you can bulk-edit the billing frequency by selecting the products and changing the values in the bulk-edit pop-up on the right-hand side of the screen.

Deal detail view

Once you’ve added the products to the deal, you’ll be able to see revenue metrics in the summary.

How are the revenue values calculated?

Upon adding recurring products to your deals, you’ll be able to see the expected revenue. Click ”Revenue” next to the summary to see a breakdown of revenue values that the deal will bring.

The calculations are made following the table below:

Product installments

Alongside one-time products, deals can also include installments, which break down payment information over the course of a project or service delivery.

This feature helps provide clear revenue insights and accurate projections by detailing expected payments throughout the project duration.

To add installments to a deal, open the added products and select the “Installments” tab. Then, click “+ Add installment”.

You can also add installments directly from the deal detail view.

For every installment, you must add a description, the billing date and the amount.

At the bottom of the list you’ll see the total value considering all the installments entered.

Once you save the changes, you’ll see the installments information in the deal detail view.

Why is my Installments tab disabled?

There could be a few reasons why your Installments tab is not clickable.