Creating Marketing Catalogue, Datasheets
Hi everyone,
I'm looking for solutions to extract product information from Pipedrive and integrate it into a template to create a customer-friendly price list or catalogue of all our products and services. My current idea involves using InDesign to build the template and exporting the data to CSV for merging. However, I'm open to suggestions if there are better tools or methods out there.
Any insights or recommendations would be greatly appreciated!
Answers
-
@Nikolai Sokolov do you have any suggestions for a case like this?
0 -
Hey @Calum! InDesign is quite solid. You can also automate the export of products to populate a CSV to a google sheet, which in turn can generate an XML you can import in InDesign directly. This should speed up the design process.
You can also use a google doc or google slides template for that if the design isnt too complex.
1 -
Hi @Calum !
You should definitely give Extraflow a try! With our native Pipedrive integration, you can create high-converting, beautifully designed price lists and product catalogs using all your product and service data—without touching spreadsheets or InDesign.You can fully customize your documents by adding a cover page, logo, custom fields, and more — all with just a few clicks. Then simply generate a PDF or a shareable link to send to your customers.
We just released a huge update last week that includes:
- 100% product sync with Pipedrive
- Automatic updates to deal values and related products from quotes or price lists
- A new product search panel to quickly find what you need
- Cost + markup and profit margin support
- And a lot more!
If you have any questions, ask me: matt@extraflow.io (Matt 😊)
2
