Is it possible to rename a smart doc template?

Options
Pipedrive User 164
Pipedrive User 164 Member Posts: 171
First Anniversary 5 Up Votes First Comment 5 Likes

What I am finding is if I use a merge field such as the company name across multiple smart document templates that I have created then all templates appear to be the same document in the template chooser. This is inconvenient. Anyone else have this issue?

Answers

  • Andreia Costa
    Andreia Costa Pipedrive Team Posts: 156 PIPEDRIVE TEAM
    First Anniversary First Comment First Answer 5 Likes
    edited August 2023 #2
    Options

    Hi @Brad Krause 👋

    You can edit a template title to ensure that everything is organized and you select the right template for what you need. We have an article that goes through the title editing that might be able to help you here: https://support.pipedrive.com/en/article/smart-docs-fields-and-templates#template-naming

    In case this doesn't really answer your question, feel free to reach out to our Support team and I'm sure the team will be able to help you further :)

    Thanks!

  • Pipedrive User 164
    Pipedrive User 164 Member Posts: 171
    First Anniversary 5 Up Votes First Comment 5 Likes
    edited August 2023 #3
    Options

    @Andreia Costa If I have two different spreadsheet documents and both use the same pipedrive merge field for the name of the document there is no way to distinguish between the two. see attached screenshot. If I have two spreadsheet for two different purposes and both use the same pipedrive merge field how do I distinguish them from each other.