create email templates with product-related fields

Options

In such a way that we can talk to the customer about the products purchased.

2
2 votes

Submitted · Last Updated

Comments

  • Pedro Manuel Gonçalves Franco
    Pedro Manuel Gonçalves Franco Pipedrive Team Posts: 69 PIPEDRIVE TEAM
    First Anniversary 5 Likes Name Dropper First Comment
    Options

    Hi @G-Leo ,

    Currently, it is not possible to add product-related fields in email templates. Is it possible to tag as Ideas and Product feedback for us to prioritize in the future?

    Could you give an example of the expectations on how it could behave?

  • G-Leo
    G-Leo Member Posts: 2
    First Comment
    Options

    Hi @pedro manuel

    Thank you for your quick answer.

    "Is it possible to tag as Ideas and Product feedback for us to prioritize in the future?"

    I don't get it. This post is already in this category. Do you need me to put this somewhere else or add specific tags ? I don't know how to do that…

    For example, we could use the same product-related fields as there are used in smartdocs. So that we could mention products, their price, references, dates or any fields product-related, even any custom fields added in product category.

    It'd be a great upgrade for email template and could be used with automations. As users of pipedrive, this would allow us to rethink positively our process and dramatically improve our use of email templates.