multiple items in one deal & multiple deals in one document template

Options
Balazs_11
Balazs_11 Member Posts: 1
Photogenic First Anniversary
edited October 2023 in Sales CRM #1

Hello,

We are dealing with accessibility certification of real estate.

We create one deal for a company, but this deal often has several properties.

This could only be created individually and assigned to the organisation, which is quite complicated.

We want to put these properties individually, after we have assigned product and price to them, into a quote template document.

Can you help me with this?

Thank you!

Balázs

Answers

  • Andreia Costa
    Andreia Costa Pipedrive Team Posts: 144 PIPEDRIVE TEAM
    First Anniversary First Comment First Answer 5 Likes
    Options

    Hey @Balazs_11 👋

    What I gathered from that is that basically, you use several products linked to a deal right? So a property would be a product. If you want to add that information to an invoice I would suggest using Smart Docs (if you are not already using it) and you can then place the products as a table in the invoice.

    Here's an article that can guide you further: https://support.pipedrive.com/en/article/smart-docs-fields-and-templates#product-fields-and-tables

    Still, I'm not 100% sure if I got your scenario right, but our Support team might be able to help further with some workarounds or other suggestions. If you haven't contacted them yet, please do so they can check this for you 😁