documents/templates feature

Kay_6779
Kay_6779 Posts: 3
edited July 2022 in Ideas and Product Feedback #1

hi pipedrive, i really like the documents/template function. one thing is missing though, being able to have dynamic fields in the document name (like company, date, etc.). cheers!

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  • Hans Nieto
    Hans Nieto Posts: 38
    10 Comments
    edited February 2022 #2

    And support more types of documents, until now it only supports text type documents ... in our case we make the proposals in ppt or google presentation and then we pass them to pdf. This improvement would be great.

  • Inês Batata
    Inês Batata Admin Posts: 2,917 COMMUNITY MANAGER
    2500 Comments Third Anniversary 5 Likes First Answer
    edited September 2020 #3

    Hi @Kay !

    Dynamic fields are already possible, you just have to copy-paste the respective placeholder to the part of the document where you want the info to appear. Learn all about it here: Sales Documents (BETA).

    Hope that helped!

     

  • Inês Batata
    Inês Batata Admin Posts: 2,917 COMMUNITY MANAGER
    2500 Comments Third Anniversary 5 Likes First Answer
    edited September 2020 #4
    Hans Nieto said:

    And support more types of documents, until now it only supports text type documents ... in our case we make the proposals in ppt or google presentation and then we pass them to pdf. This improvement would be great.

    We appreciate your feedback @Hans Nieto , and I've made sure to send it to our team for consideration in future developments.

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