Two price tables with recurring fees in one and the one-time fees in another.

Jeff Rhode
Jeff Rhode Member Posts: 2 VERIFIED MEMBER
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edited November 11 in Sales CRM #1

Hello, Pipedrive Community!

I’m trying to create a Google Docs template through Pipedrive's Smart Docs that can automatically create two Pricing tables based on specific products from Pipedrive fields. In other words, I'd like to set up a Price table with subscriptions and another table with just the one-time setup fee.

From what I understand, Pipedrive Smart Docs doesn't currently support this level of customization. Does anyone have suggestions or workarounds for introducing this? Could Google Apps Script or a third-party tool make this possible? I’m open to ideas and would love any insights or advice!

Thank you!

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