Mapping Mapping Pipedrive data to Documents

Xavier Framis

When you use Pipedrive Products mapped with SmarDocs, the product name can only be mapped via table, not in plain text embedded in the document.

This is a problem in order to get the most out of the Documents functionality in, for example, contracts. Or simply in parts of text where you need to automatically load the name of the products and/or services offered, contracted or purchased by the customer.