Conditional sections in Smart Docs
![Available](https://usericons.pipedrive.com/profile_120x120_18938553_fea33a6f7725329460e78edd2afc5475.jpg)
Available
Member Posts: 4 VERIFIED MEMBER
![Name Dropper](https://us.v-cdn.net/6037014/uploads/badges/KUKSS67XBZ6D.png)
![First Comment](https://us.v-cdn.net/6037014/uploads/badges/DF5XRP8OLBHB.png)
![Photogenic](https://us.v-cdn.net/6037014/uploads/badges/DWAP3NZPOC7U.png)
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