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

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: 133 PIPEDRIVE TEAM
    First Answer First Comment 5 Likes First Anniversary

    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!