Automatic description for product
A nice thing will be to add automatically a description when you add a product into a deal. Therefore, you can export easily to Pandadoc for example to send a quote to a customer.
Comments
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Automatically pull in a product description from products in Pipedrive. or at least have the description available on this screen so we can copy over the base description and edit in the notes box.
As a bespoke joinery/manufacturing business we frequently edit the base description of a product, it would be fantastic to be able to edit this description, then this would reflect a cross all smart documents.
We have several documents including Quotes, Works Orders, Delivery Notes, Invoices & Drawings, we currently have to edit every SmartDoc separately, this is prone to type and description errors from one document to another.
We could copy and paste from the original document but this is a very clumsy way of achieving what could be very simple if implemented via this screen
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