Is it possible to make the Revenue fields available for me to include in contracts?

Salim - Central Visa USA
Salim - Central Visa USA Member Posts: 1 VERIFIED MEMBER
in Sales CRM #1

Good morning,

I'm creating a contract template. Our contract provides for scheduled payments. In the model fields I cannot extract this information that is within the Revenue(payment schedule).

Is it possible to make the Revenue fields available for me to include in contracts?

Answers

  • Sophie
    Sophie Pipedrive Team Posts: 203 PIPEDRIVE TEAM
    Third Anniversary 100 Comments 5 Answers 5 Likes
    #2

    Hi @Salim - Central Visa USA

    Unfortunately, this is a limitation in Pipedrive, it is not possible to use Revenue fields in Smart Docs/Templates. I would be happy to pass this along to our product team as feedback! Thanks!

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