Custom Product Forms & Fields

  • Create custom Product Types

  • Add custom fields and forms to each Product Type

  • View custom Product forms from within Opportunities

  • Add a comment/description to each individual Product added to an Opportunity

Custom Product forms and Services
Import new product into fields
  • Import new Products into Pipeliner from a prepared CSV file

  • Import new custom Price lists from a prepared CSV file

  • Also, use our open API to import Products or Prices

  • Products & Price Lists Import uses drag and drop wizard 

  • Import into custom Product fields and custom Product forms

  • Select which pipeline (or pipelines) a Product should be available within

Try all features free for 14 days

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