Is it possible to remove columns in document product table?

detroitechno
detroitechno Member Posts: 1 NEW MEMBER

I'm trying to customize the product table in Pipedrive documents and need some assistance. Specifically, I only want to include the columns for Name, Unit Price, Quantity, and Amount. The current table includes irrelevant fields like "Billing Frequency," "Discount," and "Tax," which I don't want my clients to see.

These extra fields take up unnecessary space and can cause confusion, particularly the "Discount" field, as I don't want clients to expect discounts when they're not being offered.

Is it possible to remove these columns when adding a product table to a Google Doc using product fields in Pipedrive? This is crucial for my quotation process, and any help would be greatly appreciated.

Thank you!

Answers

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

    Hi @detroitechno,

    You can remove those additional columns from your product table by right-clicking on the column you would like to delete and then removing the column, like this-

    https://sharing.pipedrive.com/v/gIvnAw

    I hope this helps!