Products
Create a catalog of the products or services you sell through your deals with Pipedrive’s Products feature.
Find the Products feature
The Products feature is available in all plans and you can enable or disable it by going to Tools and apps > Products. Here, you can also select the default tax setting.
Once you enable it, click on the Products icon on the main navigation bar.
Add new products
To add a product to your Pipedrive account, go to the Products tab found on the left-hand side of the Pipedrive app and click “+ Product.“
In the window that appears, you can fill in the details about the product and configure its visibility.
Once you save the product, you’ll be able to edit these additional fields in your products’ detail view or list view.
- Active
- Category
- Description
- Name
- Owner
- Price
- Product code
- Tax
- Unit
- Unit prices
- Visibility
- Product custom fields
- Images (detail view only)
You can also add new products in the “Add deal“ window when adding new deals to your Pipedrive account.
Products list view
In the list view you will be able to see your added products and edit product details directly.
You can filter for products alphabetically in the top left corner of the screen or create custom filters.
You will see product-type fields as an option within your filters. This allows you to narrow down your searches or export your data according to product-specific fields.
To bulk edit your products, you can click on the checkboxes to the left of your products and select the field you want to edit in the bulk edit panel that appears on the right side.
To delete products, select your products and click on the trash can icon that appears at the top of the Products page.
Product detail view
If you click on the product’s name from the products list view, you will be taken to the product’s detail page where you can view and edit information related to your product.
Edit the product’s details
To edit the values of the fields, click on the pencil icon in the product details window.
If you want to add product custom fields in this section click on More actions > Customize fields.
If you want to add images to the product, find the Image section in the sidebar and click on the Upload area.
Then, select a file from your computer to upload it.
Followers
To manage the product followers, click on the “Followers“ button on the right-hand side of the screen.
Participants
Click on the “+” button in the participants section to open the participant management window. Then, type the first letters of the contact you want to add.
If you want to remove participants, click on the trash bin icon next to the participant name.
View and add product prices
The prices tab will show you all of the price options for that product. Each product can have more than one price listed at a time. To edit or delete any existing product prices, you can hover over the price and click on the pencil or trash can icon.
- Unit price – The price of each unit sold
- Cost per unit – Cost related to each sold unit of the product
- Direct cost – Cost related to the development or production of the product
If you click on the “+ Price” button, you can add a new price for your product.
View deals linked to the product
The deals tab will give a list of all of the deals that currently have that product linked. You can filter to view by deal status in the row above the list. You can learn how to link products to deals in this article.
To adjust the columns in your deals list, you can click on the gear icon on the right side and adjust your columns accordingly.
To export the list you see to a spreadsheet, you can click on the “Export” button.
View and upload files
In the files tab, you can see any files that have been uploaded to this product, as well as upload additional files from your device.
If you click on the "[...]" button you can add a description, download, or delete your file.
Product-specific fields
The products feature includes multiple data fields specific to products, which can optimize your experience.
| Field name | Definition | Example |
| Price | The monetary value assigned to one unit of a product | My company sells pants, and the price of blue jeans is $25 a pair. |
| Product code | A custom code used as shorthand to identify products | The product code for blue jeans is 2174. |
| Tax % | A percentage taken from the total cost of an order and added on as an additional fee | The price of jeans is $25, with a 10% tax rate, so the total cost is $27.50. |
| Unit | A measurement or standard amount of physical quantity for a product | A pair of jeans represents one unit, but a box of jeans is four units. |
| Unit prices | The price of a product per unit | A box of jeans is $80, and there are four pairs in a box, so the unit price is $20 for a box and $25 individually. |
Generate quote documents
You can generate quote documents for your deals using the Smart Docs feature.
If you have a template that has product placeholders, the information about the products linked to the deal will be added automatically to the document.
Export products
You can export your product catalog and the products linked to deals by going to Tools and apps > Export data.
Select “Products“ and one of the export options:
- Entire product catalog
- Only products added to deals
Then, click on either “CSV“ or “Excel”. Your export file will appear in the “Generated exports“ list. To download the file, click on the cloud icon in the “Available until“ column.
Hasznos volt ez a cikk?
Igen
Nem