Conditional sections in Smart Docs
Available
Member Posts: 4 VERIFIED MEMBER
Make sections in Smart docs dependant on custom fields or specific products in Pipedrive. This can highly automate quote/contract creation tailored to the deal, customer or what products you are quoting.
ie. I have a deal that contains both an implementation and licenses in products = Show section for implementation + show section for licenses.
And building on that - make conditional product widgets. In the respective sections you could have a product widget showing only the relevant products for implementation and licenses respectively.
Tagged:
2